Access to the Contacts API requires a valid OAuth 2.0 token with a proper scope (such as contacts.readonly) or an API key. Store credentials securely in Zapier App Connector and grant the app the necessary scope to read contact data, tasks, notes, and appointments.
Zapier App Connector uses OAuth 2.0 or API key exchange to securely authorize requests to the Contacts API. Set up a connected account in Zapier, then select it when creating workflows.
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: When a new or updated contact is created in your system
Actions: Retrieve contact details (GET /contacts/:contactId), fetch related tasks (GET /contacts/:contactId/tasks) and notes (GET /contacts/:contactId/notes).
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
contactId, name, email, phone, lastUpdated
Trigger: Task lifecycle changes for a contact
Actions: Create, update, mark complete, or delete tasks using endpoints 13-16.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
contactId, taskId, title, dueDate, status
Trigger: Tag changes for a contact
Actions: Add tags to a contact using POST /contacts/:contactId/tags
POST /contacts/:contactId/tags
contactId, tagName
No-code automation: build powerful workflows without writing code.
Centralized data access: pull contacts, tasks, and notes into a single workflow.
Rapid testing and deployment: iterate automations visually in Zapier.
This section defines common terminology and how the Contacts API endpoints work within Zapier App Connector.
A specific URL in the Contacts API that performs a defined operation, such as retrieving contact details with GET /contacts/:contactId.
The HTTP method (GET, POST, PUT, DELETE) defines the action requested against an endpoint.
Credentials used to authorize requests to the Contacts API, typically OAuth 2.0 tokens or API keys.
A specific data object managed by the API, such as a Contact or Task.
Capture website form submissions and automatically create new Contacts in the Contacts API.
When a task is created in your system, create a corresponding task in Contacts API and track progress.
Automatically tag contacts based on behavior and source to segment campaigns.
Create and save a connected account in Zapier for the Contacts API with the required scope (contacts.readonly).
Select endpoints you need (GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, etc.) and map to Zapier triggers and actions.
Run tests, validate data flow, and deploy your workflow with ongoing monitoring.
The Contacts API exposes read access to core records like contacts, tasks, notes, and appointments (via GET endpoints). You can also fetch lists of contacts and their business associations to support routing and segmentation. Ensure your connected app has the proper scope (contacts.readonly) and that you comply with data privacy requirements when automating with Zapier.
No code is required to connect the Contacts API to Zapier App Connector. Use Zapier’s visual builder to create triggers, actions, and workflows by mapping fields from the API endpoints. If you need advanced data shaping, you can use built-in transforms.
Use OAuth 2.0 or API keys as supported by the Contacts API. In Zapier, configure a connected account with the appropriate credentials and scope (e.g., contacts.readonly). Store credentials securely and rotate tokens as required by security best practices.
Yes. You can create tasks with POST /contacts/:contactId/tasks, update them with PUT /contacts/:contactId/tasks/:taskId, mark them as completed with PUT /contacts/:contactId/tasks/:taskId/completed, and delete with DELETE /contacts/:contactId/tasks. Integrate these actions in Zapier to automate task workflows across systems.
Tagging is supported via POST /contacts/:contactId/tags. You can add one or more tags to a contact to enable segmentation and targeted workflows. Map tag data from your source system into Zapier to apply tags automatically.
Rate limits depend on the Contacts API plan and your authentication method. Plan for typical read-heavy automation by batching requests where possible and caching results when appropriate. If you exceed limits, implement retry logic and exponential backoff within your Zapier workflows.
Use a connected test account in Zapier to call endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks. Validate field mappings and data formats in test runs. Review responses for errors, then adjust your Zapier mappings accordingly.
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