Access the Contacts API using OAuth 2.0 with the required scope: contacts.readonly. Keep tokens secure and refresh as needed. Test your connection from Zapier to confirm valid tokens and permissions.
In Zapier, create a Connection for the Contacts API using OAuth 2.0. Provide your client credentials, authorize the app, and verify the connection with a quick test trigger.
Read endpoints: – GET /contacts/:contactId – GET /contacts/:contactId/tasks – GET /contacts/:contactId/tasks/:taskId – GET /contacts/:contactId/notes – GET /contacts/:contactId/notes/:id – GET /contacts/:contactId/appointments – GET /contacts/ – GET /contacts/business/:businessId Write endpoints: – POST /contacts/ – PUT /contacts/:contactId – DELETE /contacts/:contactId – POST /contacts/:contactId/tasks – PUT /contacts/:contactId/tasks/:taskId – PUT /contacts/:contactId/tasks/:taskId/completed – DELETE /contacts/:contactId/tasks/:taskId – POST /contacts/:contactId/tags
Trigger: New or updated contact in Contacts API
Actions: Create or update a contact; create a task linked to that contact
Primary method paths: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks
Key fields: contactId, taskId, businessId
Trigger: New task or note for a contact
Actions: Create/update a task; create/update a note
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: Appointment scheduled for a contact
Actions: Create/update an appointment; attach notes
Paths: POST /contacts/:contactId/appointments, GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId
Automate routine contact workflows without writing code
Keep data synchronized across your GHL and Zapier pipelines
Prototype new workflows quickly with drag-and-drop builders
Understand how contacts, tasks, notes, and appointments relate within the GHL Contacts API and how Zapier connects them in workflows.
A person stored in your Contacts API with identifiers, metadata, and linked records like tasks, notes, and appointments.
An action item associated with a contact, such as a follow-up task or to-do item.
A free-form or structured note attached to a contact for context and history.
A scheduled event linked to a contact, used for meetings, demos, or calls.
When a new lead enters your source, automatically create a contact in GHL and start a follow-up task to speed up conversions.
Push notes created in external apps into the GHL contact notes to preserve context.
Create or update appointments in GHL when events occur in your calendar and send reminders.
Set up OAuth 2.0 and authorize Zapier to access the Contacts API with the required scope.
Choose triggers (contact created/updated) and actions (create contact, task, note, appointment).
Run tests, map fields, and deploy to live workflows.
The Contacts API provides access to core contact data, including basic fields, tasks, notes, and appointments. You can pull, view, and reference records to automate processes. Some endpoints are read-only while others allow creation, updates, and deletion through Zapier actions; ensure you request the appropriate scope.
Authentication uses OAuth 2.0. You’ll generate a token with the contacts.readonly scope to read data, or broader scopes to write. Replace tokens securely in Zapier. Test authentication by connecting the app and running a simple trigger to confirm data flow.
Yes. You can create new contacts via POST /contacts/ and update existing ones with PUT /contacts/:contactId from Zapier. For tasks, notes, and appointments, use the corresponding endpoints to create or modify those linked records.
Read endpoints typically begin with GET to retrieve data, while write endpoints use POST, PUT, or DELETE to modify data. Always check the API response for success or error codes and handle retries in Zapier accordingly.
In Zapier, use the Test connection button and run sample triggers to verify connectivity and permissions. Review error messages, verify field mappings, and adjust scopes if needed.
Rate limits depend on your GHL plan and endpoint type. Plan accordingly and implement backoff strategies in Zapier. If you hit limits, optimize triggers or batch requests where possible.
When an API error occurs, Zapier can retry with exponential backoff. Monitor error logs and adjust as needed. Use idempotent operations where possible to prevent duplicates and ensure data integrity.
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Complete Operations Catalog - 126 Actions & Triggers
