Authenticate using your GHL API key or OAuth token, then authorize the Zapier App Connector to access your Contacts API resources. Store credentials securely in your Zapier account settings and rotate tokens periodically.
In the Zapier app, connect your GHL account by selecting the Contacts API under Geneva and entering your API token. Zapier will manage token refresh, request signing, and secure storage for you.
Core endpoints: 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, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags. Scopes: contacts.readonly, contacts.write.
Trigger: when a contact is created or updated in GHL to kick off a Zapier workflow.
Actions: create or update related items in connected apps, such as tasks, notes, or calendar events.
GET /contacts/:contactId (used to fetch a contact for synchronization).
Key fields: contactId, email, firstName, lastName, phone, tags
Trigger: changes in an external app push updates to GHL.
Actions: update fields in GHL, create notes, or add tasks based on external events.
PUT /contacts/:contactId
Key fields: contactId, name, email, phone, company
Trigger: new task or note created in GHL to drive downstream actions
Actions: create tasks, notes, or calendar events in connected apps and keep data in sync.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate
No-code automation: design powerful workflows with clicks, not code.
Centralized data sync between GHL and your Zapier-connected apps for consistency.
Faster decision making with real-time data and event-driven triggers.
Key elements include Contacts, Tasks, Notes, and Appointments. Core processes cover authentication, endpoint usage, data mapping, and error handling for a reliable integration.
A specific URL path and HTTP method used to perform a function in the GHL API, such as retrieving a contact or updating a task.
An open standard for secure delegated access, allowing Zapier App Connector to access GHL resources without sharing credentials (tokens are issued).
Access tokens or API keys used to authenticate requests to the GHL API.
A lightweight HTTP callback that informs Zapier of events in GHL, enabling near real-time automation.
Capture new inquiries, automatically create a contact, schedule a kickoff task, and set up introductory notes—all without writing code.
Link meetings and tasks from your calendar apps to GHL via Geneva, keeping teams aligned.
Automate tag updates, deduplicate contacts, and refresh statuses as deals move through the funnel.
In the Zapier app, pick GHL and provide your API credentials to authorise access to the Contacts API.
Select the Contacts API (Geneva) and map contact fields between GHL and your connected apps.
Run a test, review results, and deploy your workflow to go live.
Short answer: No coding required. The Zapier App Connector provides a visual builder and prebuilt actions to connect GHL’s Contacts API. You can trigger workflows from GHL events and push data to other apps without writing code. Second paragraph: If you need advanced behavior, you can still add custom filters and field mappings within the app settings to tailor the data flow to your needs.
GHL uses token-based authentication for API access. Use your generated API token or OAuth flow to authorize requests from Zapier. In the Zapier app, credentials are stored securely and refreshed automatically where supported. Second paragraph: Always follow security best practices and rotate tokens periodically.
Yes. Geneva exposes endpoints for reading and writing contacts, tasks, notes, and appointments. Ensure your token scope includes the required permissions. Second paragraph: For writes, use POST, PUT, or DELETE methods as appropriate and handle responses with proper error checking.
Map fields in the Zapier action setup by selecting the source app fields and matching them to GHL Contacts API fields. Use sample payloads and test with live data. Second paragraph: If a field is missing, you can create a custom field in GHL or use a default value in Zapier.
Rate limits are typically per-token and endpoint. Plan calls, batch requests where possible, and implement retries with exponential backoff. Second paragraph: If you hit a limit, throttle requests in your Zap to avoid failures and monitor quota in the GHL dashboard.
Test by running a development deployment in Zapier and validating data in GHL and connected apps. Use fake data first, then switch to live data. Second paragraph: Enable test mode in the Zapier app and review logs for failures.
You can find endpoint documentation in the Geneva/Contacts API section and payload examples in the developer docs. Second paragraph: The Zapier app’s connection guide also provides step-by-step payload samples to speed up setup.
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Complete Operations Catalog - 126 Actions & Triggers
