The Contacts API uses token-based authentication. Use an API key or OAuth bearer token with the scope defined (contacts.readonly) to read contact data securely.
In Zapier, create or select the connection to GHL’s Contacts API, supply the same credentials, and test the connection to ensure access to endpoints like GET /contacts/:contactId.
– 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 – Permission: contacts.write – 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: New or updated contact in Gainsight; initiate in Zapier.
Actions: Use GET /contacts/:contactId to fetch data; optionally pull related notes and tasks for context.
GET /contacts/:contactId
Key fields: contactId, email, fullName, accountId
Trigger: New or updated contact in GHL; kickoff in Zapier.
Actions: POST /contacts/ to create; POST /contacts/:contactId/tasks to schedule tasks; PUT /contacts/:contactId/tasks/:taskId to update status.
POST /contacts/; POST /contacts/:contactId/tasks
Key fields: email, firstName, lastName, phone
Trigger: Note added or updated for a contact.
Actions: PUT /contacts/:contactId to update; POST /contacts/:contactId/notes to add notes; PUT /contacts/:contactId/notes/:id to edit notes.
PUT /contacts/:contactId; POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id
Key fields: contactId, noteId, content
No-code setup: configure triggers and actions in Zapier without writing code.
Visual workflows: drag-and-drop steps across endpoints for quick automation.
Reliability: built-in retries and monitoring in Zapier help ensure data consistency.
Core elements include the GHL Contacts API, the Zapier App Connector, and Gainsight Community data flows. Understanding these helps design robust automations.
A specific URL path in the Contacts API used to perform an action or fetch data, such as GET /contacts/:contactId.
A credential (token or key) used to authorize API requests, typically a Bearer token or API key.
An event-based notification mechanism that can trigger Zapier workflows when data changes in GHL.
Maximum API calls allowed per time window; plan or implement retries to avoid throttling.
Trigger on a new contact in GHL, then create a welcome task and post a welcome note in Gainsight Community using Zapier.
When a contact record changes, push updates to notes and trigger a personalized message sequence via Zapier.
Aggregate changes across endpoints into a centralized report or dashboard via Zapier and store logs in the Contacts API.
Collect your API key or OAuth tokens, then use Zapier’s test connection to verify access to GET /contacts/:contactId and related endpoints.
Define a trigger (e.g., new or updated contact) and add actions using endpoints like GET /contacts/:contactId and POST /contacts/ to keep data in sync.
Run end-to-end tests, configure retries and error handling, and monitor changes to ensure reliable Gainsight Community data flow.
Both API keys and OAuth 2.0 tokens are supported to authorize requests to the Contacts API. Choose the method your organization uses. For read-only integrations, ensure the token has the scope: contacts.readonly. In Zapier, connect your credentials once and reuse them across your automations.
Common endpoints include GET /contacts/:contactId to pull contact data, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, and POST /contacts/ to create new contacts. Using PUT and DELETE on /contacts/:contactId allows updates and removals as needed.
No custom code is required to start. The Zapier App Connector provides prebuilt actions and triggers for the listed endpoints. If you need advanced logic, you can insert code steps, but it is not required for standard flows.
Zapier handles retries and backoff automatically, but you should design idempotent workflows and implement custom error handling. If a call hits a rate limit, Zapier will retry after a backoff interval while preserving data integrity.
Yes. You can fetch tasks, notes, and appointments using GET endpoints like /contacts/:contactId/tasks, /contacts/:contactId/notes, and /contacts/:contactId/appointments as part of your automation.
Map fields consistently, use clear naming, and consider field types. Maintain a stable contactId as the key, and use tags or notes to store additional data for easier syncing.
Consult the official GHL Contacts API documentation and the Zapier App Connector docs for step-by-step setup, authentication details, and example workflows. Community forums and support channels are also helpful.
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Complete Operations Catalog - 126 Actions & Triggers
