Authenticate requests to the Contacts API using OAuth or API key methods supported by the Contacts API. Ensure your app has the required scopes (contacts.readonly) to access data.
In Zapier, authorize your app to access Contacts API data securely, using OAuth 2.0 where available, and store tokens safely within Zapier’s secure vault.
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: When a contact is created or updated in the Contacts API, you can start a Zap to perform actions.
Actions: Create or update a contact in your CRM, attach notes, or set tasks.
Typical methods: POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: contactId, businessId, tasks, notes.
Trigger: When a task is created or updated for a contact in the Contacts API.
Actions: Create or update tasks, mark completion, fetch status.
Methods: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed.
Key fields: contactId, taskId, status, dueDate.
Trigger: When a note is added or updated for a contact.
Actions: Retrieve notes for a contact, view specific notes and attach where supported.
Methods: GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id.
Key fields: contactId, id.
Automate data flows without writing code, saving time and reducing errors.
Upgrade onboarding with ready-to-use triggers and actions.
Gain a unified view of contacts, tasks, and notes in your automations.
Elements and processes include Contacts, Endpoints, Triggers, and Actions used to connect the Contacts API with the Zapier App Connector.
A contact is a person or organization in your CRM whose data you manage via the Contacts API.
A specific API path that performs a defined operation, such as retrieving a contact or a list of tasks.
An event in GHL or Zapier that starts an automation, such as a new contact or updated task.
An operation performed by an automation, such as creating a contact, updating a task, or attaching a note.
Set up a workflow that triggers when a new contact is added, pulls enrichment data, and creates a complete profile in your CRM.
Automatically create tasks and attach notes when changes occur in related records, keeping teams aligned.
Schedule regular syncs to reconcile data between Contacts API and your project management or CRM tools.
Authorize the Zapier App Connector to access Contacts API data and select the Contacts API scope (readonly) needed for your automations.
Choose the events (triggers) you want to listen to and map fields for actions like creating, updating, or fetching data.
Run tests, validate data flow, and deploy your Zap to automate the workflow end-to-end.
If you need more customization, you can add code steps or use Webhooks to call your own endpoints, providing advanced logic while keeping most of the workflow in a no-code platform.
Write endpoints are available for creating and updating data, such as POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and PUT /contacts/:contactId/tasks/:taskId. Ensure your app requests the correct scopes for these operations.
Review your app’s permission scope and implement best practices like IP allowlisting and monitoring for unusual activity to maintain a strong security posture.
Always apply the principle of least privilege, granting only the scopes necessary for the automation’s tasks and updating permissions as workflows evolve.
If your use case requires writing notes, plan to route note content through supported endpoints and consider combining with tasks or enrichment steps for complete context.
Caching and efficient field-mapping can reduce unnecessary calls, helping to stay within quota while maintaining timely data in your automations.
For deeper detail, refer to the API documentation and the endpoint descriptions within your integration project to understand parameters and response schemas.
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