Access to endpoints such as GET /contacts/:contactId requires proper credentials and the scope ‘contacts.readonly’. Use OAuth 2.0 or an API Key as provided by GHL to authorize requests.
In Zapier, connect the Zapier App Connector to your GHL account by granting the necessary permissions. Store credentials securely and rotate them as recommended.
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 PUT /contacts/:contactId/tasks/:taskId PUT /contacts/:contactId/tasks/:taskId/completed DELETE /contacts/:contactId POST /contacts/:contactId/tasks POST /contacts/:contactId/tags
Trigger: When a contact is retrieved or updated, start an automation in your connected app.
Actions: Create, update, or delete tasks for that contact; fetch and sync notes as needed.
Relevant methods include GET /contacts/:contactId to fetch the contact and GET /contacts/:contactId/tasks to manage tasks.
Key fields: contactId, name, email, phone, status, tasks
Trigger: New or updated notes for a contact.
Actions: Create, update, or delete notes associated with a contact.
GET /contacts/:contactId/notes
Key fields: id, content, dateCreated, author
Trigger: A task is marked as completed for a contact.
Actions: Update task status to completed, set completedAt, and notify relevant apps.
PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, completed, completedAt
Automate data flow between your GHL Contacts API and connected apps without writing code.
Leverage ready-made triggers and actions to accelerate workflows across platforms.
Deploy and maintain integrations quickly with a no-code approach.
Overview of key elements: endpoints, authentication, triggers, actions, and fields; processes include connect, map fields, test, and deploy.
An individual in your CRM you manage through the Contacts API.
An action item linked to a contact used to track work or follow-ups.
A text record attached to a contact to capture freeform information or context.
A company or organization associated with a contact in GHL.
When a new contact is added, automatically create a starter set of tasks to kick off their onboarding.
Sync important notes to a centralized app so teams stay informed about contact history.
Batch fetch and push updates to connected apps to keep data consistent across systems.
Grant access to your GHL account for the Contacts API with the appropriate scope (readonly) and confirm the connection.
Map contact fields (contactId, name, email, etc.) and select endpoints like GET /contacts/:contactId and GET /contacts/:contactId/notes.
Run tests to verify triggers and actions work, then deploy the integration for ongoing use.
GHL supports OAuth 2.0 and API Key authentication for the Contacts API. Use OAuth 2.0 to grant scoped access (for example, contacts.readonly) to your Zapier App Connector. If you opt for an API Key, store it securely and rotate it per your security policy. Always ensure your app has the necessary permissions before making requests. If you encounter authentication errors, verify that the access token is not expired and that the correct scope is included in the token request. Re-authenticate if required to restore access.
You can access a broad set of endpoints in the Contacts API, including retrieving a contact, its tasks, notes, appointments, and more. Commonly used endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. The list can also include creating or updating records as needed, such as POST /contacts/ or PUT /contacts/:contactId.
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Complete Operations Catalog - 126 Actions & Triggers
