To use the Contacts API, obtain the appropriate credentials (OAuth 2.0 or API key) and apply the scope contacts.readonly. This ensures secure, read-only access to contact records, tasks, notes, and related data from GHL.
Authorize the Zapier App Connector to access your GHL Contacts API data. Follow the OAuth flow or API key setup, then test connections to ensure triggers and actions map correctly to your Contacts API 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 – GET /contacts/:contactId – API Endpoint9: contacts.write – API Endpoint10: POST /contacts/ – API Endpoint11: PUT /contacts/:contactId – API Endpoint12: DELETE /contacts/:contactId – API Endpoint13: POST /contacts/:contactId/tasks – API Endpoint14: PUT /contacts/:contactId/tasks/:taskId – API Endpoint15: PUT /contacts/:contactId/tasks/:taskId/completed – API Endpoint16: DELETE /contacts/:contactId/tasks/:taskId – API Endpoint17: POST /contacts/:contactId/tags
Trigger: When a contact is updated, fetch the contact details and related tasks to kick off downstream workflows.
Actions: Retrieve contact, list tasks, and create or update tasks; pull in notes for context.
Involves endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes to assemble a complete profile.
Key fields: contactId, taskId, noteId.
Trigger: New or updated notes or new contacts can start downstream actions.
Actions: List contacts, fetch notes, and attach notes to the relevant contact in your CRM.
Endpoints involved include GET /contacts/, GET /contacts/:contactId/notes, and GET /contacts/:contactId/notes/:id.
Key fields: contactId, noteId.
Trigger: New or updated task in a contact record.
Actions: Create/update tasks (POST/PUT), mark tasks completed (PUT /contacts/:contactId/tasks/:taskId/completed), and tag contacts (POST /contacts/:contactId/tags).
Endpoints include GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, and POST /contacts/:contactId/tags.
Key fields: contactId, taskId, tagId.
Build powerful automations without writing code—connect Contacts API to Zapier App Connector and automate workflows in minutes.
Achieve real-time data sync, reduce manual data entry, and scale CRM operations across tools.
Create multi-step, event-driven processes for onboarding, support, and segmentation with ease.
This glossary defines endpoints, triggers, actions, and the data fields used across the Contacts API integration with the Zapier App Connector.
The process of granting access to the GHL API and Zapier App Connector via OAuth 2.0 or API keys, enabling secure requests.
A specific API URL path that performs an action, such as GET /contacts/:contactId or POST /contacts/:contactId/tasks.
The level of access granted to the app, e.g., contacts.readonly, which controls what data can be read.
A credential used to authorize API requests during OAuth workflows, renewing as needed for continued access.
Capture form submissions and create contact records in Contacts API, then trigger follow-up tasks and reminders in Zapier.
When notes are added in Contacts API, push them to your CRM notes field via Zapier to keep context aligned.
Automatically tag contacts after events and route them to targeted campaigns using Zapier workflows.
Obtain OAuth credentials for the Contacts API and authorize the Zapier App Connector to access your data with the appropriate scope.
Select the endpoints you will use (e.g., contacts, tasks, notes) and map data fields to Zapier triggers and actions.
Create Zaps that combine triggers from Contacts API with actions in Zapier App Connector to automate your processes.
Authenticate using OAuth 2.0 or an API key and request the contacts.readonly scope. Zapier App Connector will store and renew tokens securely, enabling read-only access to contacts, tasks, notes, and appointments. Test the connection to ensure triggers pull the expected fields.
The most useful endpoints for automation include GET /contacts/:contactId to read a contact, GET /contacts/:contactId/tasks to fetch tasks, and GET /contacts/:contactId/notes to retrieve notes. For listing, use GET /contacts/ and GET /contacts/business/:businessId to access broader data sets.
Readonly scope allows viewing data but not writing. If you need write access, request the appropriate scopes (e.g., contacts.write) and ensure your app permissions align with your use case.
To tag a contact, use POST /contacts/:contactId/tags with the tag payload. You can automate tagging in Zapier based on events, forms, or notes to segment contacts for campaigns.
Notes are retrieved via GET /contacts/:contactId/notes and can be created with POST /contacts/:contactId/notes. Map note fields in Zapier to capture context for each contact.
Writes require appropriate authorization and scopes. Ensure you have a valid token with the required permissions, and test write actions (POST/PUT/DELETE) in a development environment before deploying.
Look for starter templates and samples in the docs linked from the integration page. You can also export sample mappings and modify them to fit your data model and workflows.
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Complete Operations Catalog - 126 Actions & Triggers
