How to connect Grassrootz to the Contacts API

Zapier App Connector lets Grassrootz talk to the Contacts API for seamless automation.

Steps to connect the Contacts API with Grassrootz

This guide walks you through authentication, endpoint selection, and no code automations that connect Grassrootz with the Contacts API.

Authentication for the Contacts API

Calls to the Contacts API require a valid OAuth 2.0 access token with the appropriate scope. Use your GHL credentials to obtain the token and send it in the Authorization header.

Grassrootz app authentication

When connecting Grassrootz to the Contacts API, the app uses the same access token to authorize requests. Keep tokens secure and rotate regularly.

Available 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; 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

Top 3 connections between Grassrootz and the Contacts API

Read a single contact and pull related data

Trigger when a contact is retrieved to start a workflow

Actions include fetching contact details, associated tasks, notes and appointments

GET /contacts/:contactId

contactId, name, email, phone, status

Top 3 connections between Grassrootz and the Contacts API

Create or update a contact

Trigger when a contact is created or updated to sync with the Contacts API

Actions: POST /contacts/ to create, PUT /contacts/:contactId to update

POST /contacts/; PUT /contacts/:contactId

name, email, phone, businessId

Top 3 connections between Grassrootz and the Contacts API

List contacts by business

Trigger when syncing a business scope to pull related contacts

Actions: GET /contacts/business/:businessId and map results

GET /contacts/business/:businessId

businessId, limit, page

No code benefits of connecting Grassrootz with the Contacts API

Automate contact management and workflows without writing code

Create scalable processes with triggers and actions inside Grassrootz

Improve data accuracy by centralizing field mapping between Grassrootz and the Contacts API

Key terms and glossary

This glossary covers authentication, endpoints, triggers, actions, and data mapping common to Grassrootz and the Contacts API

Authentication

Verifying identity and obtaining credentials to access the API, typically via OAuth 2.0 or API keys

Endpoint

A specific URL path that performs an operation on the API

Access token

A token used to authorize API requests within a defined scope

Webhook

A callback URL that receives real time event data from the API

People also Search for:

Creative ideas for integrating Contacts API with Grassrootz

Automated contact creation from Grassrootz forms

Submit Grassrootz form data to POST /contacts/ to create new contacts in the Contacts API

Task driven workflows

When a contact updates, automatically create or update tasks with POST /contacts/:contactId/tasks

Segment based notifications

Pull notes and events via GET /contacts/:contactId/notes to trigger alerts

3 simple steps to connect Grassrootz with the Contacts API

Get API credentials

In GHL, create OAuth credentials for the Contacts API and copy client_id and client_secret

Authorize the connection

Run the OAuth flow in Grassrootz to obtain an access token with the contacts.readonly scope

Map fields and test

Map Grassrootz fields to Contacts API fields and run a test call

Frequently Asked Questions

Do I need to code to set this up?

No coding is required thanks to the no code bridge between Grassrootz and the Contacts API. Configure triggers, actions, and field mappings in the app interface. For scenarios needing more control, you can still call the API directly.

Core endpoints include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and GET /contacts/business/:businessId. You can also fetch related data such as tasks, notes, and appointments to enrich workflows.

Use OAuth 2.0 tokens in the Authorization header. Keep tokens secure and refresh before expiry. Follow best practices for token storage.

Yes you can create new contacts with POST /contacts/ and update existing ones with PUT /contacts/:contactId. You can also update related tasks and notes via their endpoints.

For large lists, use pagination with limit and page parameters on GET endpoints such as /contacts/business/:businessId. The API supports paging to help you navigate results.

Rate limits are in place to avoid abuse. If you hit a limit, back off and retry with exponential backoff. Monitor quota usage in your GHL account.

Endpoint documentation is available in the GHL API docs and the Grassrootz integration guide. The quick reference ENDPOINTLIST section shows all supported calls.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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