How to connect Formatter by Zapier to Contacts API

GHL Contacts API x Formatter by Zapier

How to connect Contacts API with Formatter by Zapier

To connect GHL Contacts API with Formatter by Zapier, authorize your GHL account, select the Contacts resource, and map fields between GHL and Zapier. This guide covers authentication, endpoint basics, and example Zaps for creating contacts, tasks, notes, and appointments.

Authentication for Contacts API

Access to the GHL Contacts API requires a valid API token with at least read rights (scope: contacts.readonly). Generate a token in your GHL developer console or use OAuth if enabled, and include it in the Authorization header as Bearer .

Authentication in Formatter by Zapier

Formatter by Zapier stores and uses your GHL token. In the Zapier connection setup, supply the API token or complete the OAuth flow so Formatter can access the Contacts API securely.

GHL Contacts API Endpoints Used

– GET /contacts/:contactId\n- GET /contacts/:contactId/tasks\n- GET /contacts/:contactId/tasks/:taskId\n- GET /contacts/:contactId/notes\n- GET /contacts/:contactId/notes/:id\n- GET /contacts/:contactId/appointments\n- GET /contacts/\n- GET /contacts/business/:businessId\n- POST /contacts/\n- PUT /contacts/:contactId\n- DELETE /contacts/:contactId\n- POST /contacts/:contactId/tasks

Top 3 integration patterns between Contacts API and Formatter by Zapier

Create or update a contact from a form

Trigger: New or updated contact in GHL triggers a Zap in Formatter by Zapier.

Actions: Create or update a contact in GHL, optionally attach tasks or notes.

Path: POST /contacts/ to create; PUT /contacts/:contactId to update.

Key fields: email, firstName, lastName, phone, company

Top 3 integration patterns between Contacts API and Formatter by Zapier

Notes and Tasks Synchronization

Trigger: A new task or note is added to a contact in GHL

Actions: Create tasks, add notes, update task status.

Path: POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes

Fields: contactId, taskId, subject, dueDate, status; noteId, content

Top 3 integration patterns between Contacts API and Formatter by Zapier

Appointments and Business Contacts

Trigger: Appointment updates or new appointments for a contact

Actions: Create or update appointments, sync assignees and times.

Path: POST /contacts/:contactId/appointments

Fields: contactId, appointmentId, startTime, endTime, location

No-code benefits of this integration

Automate repetitive data entry without writing code, reducing manual errors.

Easily map fields between GHL and other apps with a visual interface.

Scale workflows across teams using reusable Zap templates.

Glossary & Key Terms

Learn the essential terms and processes used when integrating GHL with Formatter by Zapier.

API

An Application Programming Interface that lets software apps talk to each other.

Endpoint

A specific URL in an API that performs a defined action.

Authentication

The process of proving identity to access an API, typically via tokens or OAuth.

Webhook

A URL that an API calls to push data to your app in real time.

People also Search for:

Creative ideas for using Contacts API with Formatter by Zapier

Auto-create contacts from form submissions

Capture new form submissions and automatically create or update a contact in GHL with mapped fields.

Sync tasks from GHL to Zapier tasks

When a GHL task is created or updated, push a corresponding task in Zapier to trigger follow-up actions.

Schedule appointments from form inputs

Collect user input and create an appointment in GHL, with details mirrored in your calendar.

3 steps to connect GHL Contacts API with Formatter by Zapier

Connect GHL to Formatter by Zapier

In Formatter, add a new connection to GHL and provide the API token or complete OAuth flow.

Configure formatting and mapping

Create a Zap and map GHL contact fields to your target app fields.

Test and deploy

Run tests to verify data moves correctly, then deploy to live.

Frequently Asked Questions

What is the Formatter by Zapier integration with the GHL Contacts API?

The Formatter by Zapier integration lets you connect GHL’s Contacts API to Zapier workflows without writing code. It supports creating, reading, updating, and deleting contact data, and can trigger actions in downstream apps. This makes it easy to automate contact management and related activities across your tech stack.\n Use cases include syncing new form submissions to GHL, updating contact details from a customer support channel, or triggering tasks when a contact reaches a milestone.

The core endpoints covered include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and POST /contacts/:contactId/tasks. Additional endpoints like GET /contacts/ and GET /contacts/business/:businessId are also available for broader lookups and batch operations.\n Some endpoints may be used in different Zap templates depending on your workflow needs.

Authenticate by providing a valid GHL API token or performing an OAuth flow if enabled for your account. In Formatter, store the token securely and select the appropriate connection when building your Zap. The token must include the scope required for the operations you perform (for example, contacts.readonly for read actions).\n If token expiration or revocation occurs, renew or reauthenticate within the Formatter connection settings.

Yes. You can create or update multiple contacts by using a Zap template that iterates over form submissions or a batch action. Use Zapier’s built-in looping or multiple steps to handle many records in sequence. Keep in mind API rate limits and consider queuing larger batches if needed.\n For each contact, map unique identifiers such as email to ensure idempotent updates and avoid duplicates.

Field mapping is done in Zapier’s action setup. You map GHL contact fields (email, firstName, lastName, phone, company) to corresponding fields in your destination app. You can also use Formatter to format or transform fields (like date formats) before sending them to the target app.\n Testing the mapping with sample data helps ensure data lands in the correct fields and formats.

Common errors include authentication failures, missing required fields, and rate limit messages. Verify your token permissions and that the token is active. Ensure required fields like email are present in POST /contacts/ requests. If a rate limit is hit, implement retries with backoff and consider batching requests.\n Check the API response codes and consult the GHL API docs for endpoint-specific requirements.

API rate limits and documentation are available in your GHL developer portal. Review endpoint-specific limits, retry guidance, and best practices for efficient integration. Keep a copy of the endpoint references handy for quick implementation in your Zap templates.\n For complex workflows, consider using multiple Zaps with specific focuses (contacts, tasks, notes) to stay within limits and maintain clarity.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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