Access to the Contacts API requires OAuth 2.0 authentication with the contacts.readonly scope. Obtain an access token and refresh token through the GHL login flow to authorize API calls.
Configure OAuth 2.0 for the Zapier App Connector so it can securely call the Contacts API. Use client credentials from your GHL app and map token fields in Zapier.
Key endpoints used by Apps for Files-com workflows 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, and standard CRUD operations via GET, POST, PUT, and DELETE for /contacts and related resources.
Trigger: Retrieve a specific contact by ID to kick off a workflow.
Actions: Retrieve contact details, and optionally pull related tasks and notes for the contact.
GET /contacts/:contactId
contactId
Trigger: Retrieve all contacts for a given business.
Actions: Pull the list of contacts and their related tasks and notes.
GET /contacts/business/:businessId
businessId
Trigger: Create a new contact in the Contacts API.
Actions: POST /contacts/ to create, POST /contacts/:contactId/tags to apply tags.
POST /contacts/
name, email
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Automate data flow between Contacts API and Files-com using the Zapier App Connector.
Scalable workflows with real-time updates and easy maintenance.
This section defines core elements: endpoints, triggers, actions, and data fields used when connecting GHL Contacts API to the Zapier App Connector for the Files-com workflow.
GHL API is the programmable interface that lets apps read and modify Contacts, Tasks, Notes, and related resources through the REST endpoints.
OAuth 2.0 is the authorization framework used to obtain access tokens for API calls, with scopes such as contacts.readonly.
An API path that returns a specific resource or collection, such as /contacts or /contacts/:contactId.
A URL endpoint that receives real-time event notifications from the API.
Capture new client details from files and create contacts automatically, then assign onboarding tasks.
Upload a contact list and apply appropriate tags for segmentation and routing.
Send real-time alerts when a contact updates status or triggers a task.
Authorize the Zapier App Connector to access the GHL Contacts API.
Select GET, POST, PUT endpoints and map fields between Zapier and Contacts API.
Test your zap in Zapier and deploy to automate Files-com workflows.
To authenticate, use OAuth 2.0 with scopes like contacts.readonly. In Zapier, configure the OAuth credentials and authorize the connector. After you authorize, tokens will be issued so your requests can be performed securely. Tokens are refreshed as needed to maintain access without manual reauthentication.
Useful endpoints for Files-com workflows include GET /contacts/:contactId to fetch a contact’s details, GET /contacts/business/:businessId to list all contacts in a business, and POST /contacts/ to create new contacts. You can combine these with related endpoints for tasks and notes to build full workflows. Pagination may be required for large datasets.
Yes. Use POST /contacts/ to create a new contact and POST /contacts/:contactId/tags to apply tags. Provide essential fields like name and email, and then attach relevant tags to organize the contact in your CRM.
To fetch all contacts for a business, call GET /contacts/business/:businessId. If a business has many contacts, implement pagination and batch processing to retrieve results efficiently.
Update a contact with PUT /contacts/:contactId to modify fields like name, email, or phone. Validate the response and handle conflicts or validation errors as needed.
Yes. Tasks and notes are accessible via API endpoints such as GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes. You can link these resources to the corresponding contact to build complete activity histories.
In Zapier, enable test mode to make sample API calls and verify field mappings. Use test data to confirm responses are as expected before going live, and monitor logs for any issues during initial runs.
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