Use the required authentication method for Contacts API with your Zapier app: OAuth2 where available, and keep scope as contacts.readonly for read-only access to protect data.
Configure OAuth 2.0 in your Zapier app and provide the client credentials to securely authorize access to Contacts API.
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; 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: A contact is created or updated in Contacts API
Actions: Get contact details, pull tasks and notes, and sync to Zapier
Method path: GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: Task updates for a contact
Actions: Create task, update task, mark completed
Method path: POST /contacts/:contactId/tasks
Key fields: taskId, title, dueDate
Trigger: Notes are added or updated for a contact
Actions: Create note, retrieve notes, manage tags
Method path: POST /contacts/:contactId/notes
Key fields: noteId, notes, tags
Automate referrals without coding, using pre-built Zapier workflows
Reduce manual data entry by syncing contacts, tasks, and notes in real time
Easily scale referral programs with reusable triggers and actions
A quick glossary of endpoints, triggers, actions, and data fields used in this integration
Application Programming Interface: a set of endpoints to access Contacts data from the GHL API
A specific URL path for a request in the API
An event that starts a zap/workflow in Zapier when data changes
The method used to verify requests are from an authorized source (OAuth2, API keys, etc.)
Build a live referral dashboard by syncing contact data, tasks, and notes to a single view
Automatically create follow-up tasks when referrals require attention
Sync client notes across systems for a complete reference trail
Configure OAuth2 or API key credentials in both sides
Select endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks to drive workflows
Run test zaps and verify data accuracy before deployment
No coding is required for basic read-only connections. The Zapier App Connector provides a guided setup to authenticate and map endpoints. For complex automations, you may extend with optional code steps in advanced scenarios.
Read operations include endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/. You can browse available endpoints in the API reference and test with sample data.
Supported authentication methods include OAuth2 and API keys. Use OAuth2 where possible for secure, future-proof access; store credentials securely in Zapier.
Yes, certain scenarios allow writing data via endpoints like POST /contacts/ and POST /contacts/:contactId/tasks. Ensure your app permissions include write access.
Use Zapier’s built-in test features to run sample zaps against a sandbox or staging environment. Validate data mappings and field values before going live.
Expect standard HTTP errors and rate limits. Implement retry logic in your zaps and handle 429 responses gracefully.
Endpoint details and data fields are described in the API reference section of this guide. Use the endpoint list to map data into your zaps.
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Complete Operations Catalog - 126 Actions & Triggers
