The Contacts API uses token-based authentication within the defined API scope. Use your GHL API credentials to authorize requests for data access.
Zapier App Connector supports OAuth2 and API tokens. Configure credentials in the app settings and ensure tokens are refreshed as needed.
Key endpoints include 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, 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 on contact creation or update to fetch the latest contact data and related tasks.
Actions include listing tasks, notes, and appointments; creating or updating tasks; tagging contacts.
GET /contacts/:contactId for retrieval, then GET /contacts/:contactId/tasks for associated tasks.
Key fields: contactId, taskId, noteId, appointmentId.
Trigger when a task status changes or a new task is created for a contact.
Actions: create or update tasks, assign owners, and mark tasks as completed.
POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId
Fields: contactId, taskId, description, status.
Trigger when notes are added/updated or when tags change for a contact.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, POST /contacts/:contactId/tags
GET /contacts/:contactId/notes and POST /contacts/:contactId/tags
Fields: contactId, id (notes), tagId.
Automate data flow between your CRM and connected apps without writing code.
Centralize contact data and recent activities in a single workflow for faster decisions.
Deploy ready-made templates and triggers quickly to accelerate onboarding and campaigns.
Elements include endpoints, authentication, triggers, actions, and data fields; processes cover mapping between the Contacts API and Zapier App Connector workflows.
A person record in the Contacts API storing basic details and related activities.
An action item or to-do associated with a contact.
Remarks or information attached to a contact for context.
A label used to categorize or segment a contact within the CRM.
Automatically generate a task list for new contacts to guide onboarding.
Push contact notes to Google Docs, Notion, or a team wiki for collaboration.
Apply tags in the CRM and trigger targeted campaigns via Zapier.
Set your API credentials and authorize access to the Contacts data.
Choose endpoints and map fields between the Contacts API and Zapier fields.
Run tests, validate triggers, and publish to your workflow.
Authentication uses token-based access with the proper scopes. In the Zapier App Connector, configure OAuth2 or API keys as supported, then test authentication to confirm access to Contacts data. If needed, regenerate credentials and store them securely. In most setups, the connection stays active with periodic token refreshes.
The essential endpoints include retrieving a contact, listing tasks and notes, and creating or updating tasks. Start with GET /contacts/:contactId and POST /contacts/:contactId/tasks, then add notes and tags as needed. Use GET responses to verify data and POST actions to create or update records.
No-code setup is possible using pre-built triggers and actions in the Zapier App Connector. You can configure these steps visually without writing code. Some advanced scenarios may require minor scripting, but most users operate comfortably in a no-code environment.
Test the integration by running sample runs, checking responses, and adjusting field mappings. Zapier provides test modes, logs, and error details to help you pinpoint issues quickly.
Yes. Map fields such as contactId, name, email, and custom fields between the Contacts API and your Zapier workflows. Use data transformers if needed to align formats.
Monitor rate limits and implement retries in your Zapier workflows. Use pagination for large datasets and design error handling to retry transient failures gracefully.
Templates and example workflows are available in the docs. Start from ready-made flows and customize them for your use case.
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