Authenticate securely using OAuth 2.0 or an API key. In the Zapier App Connector flow, you will authorize access to your GHL account and store tokens securely for repeat requests.
In Zapier, connect the Contacts API by selecting the account you want to access and granting the requested scopes. Tokens are stored securely in Zapier.
Endpoints include: 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 contact is created or updated, then pull the contact details and related tasks.
Actions: Get contact details, list tasks, fetch notes, and push updates to downstream apps.
GET /contacts/:contactId and related paths like /contacts/:contactId/tasks
Key fields: contactId, name, email, phone
Trigger: a new contact is created, then you can initialize tasks for that contact.
Actions: POST /contacts/ to create, POST /contacts/:contactId/tasks to add tasks, POST /contacts/:contactId/tags to tag the contact.
POST /contacts/ and POST /contacts/:contactId/tasks
Required: name, email; Optional: phone, businessId
Trigger: updates to notes or status fields should push changes back to GHL.
Actions: PUT /contacts/:contactId to update, PUT /contacts/:contactId/tasks/:taskId to update task status, PUT /contacts/:contactId/tasks/:taskId/completed.
PUT /contacts/:contactId and PUT /contacts/:contactId/tasks/:taskId
Required: contactId; fields to update include notes, status, and task status
Automation without code: build workflows by dragging and dropping triggers and actions.
Real-time data synchronization between GHL and your apps for faster decision making.
Scalable processes that grow with your business without writing custom code.
Key elements include endpoints, authentication, triggers, actions, and data mapping that drive no-code automations.
An API endpoint is a URL path that performs a specific operation against data in the GHL Contacts API.
OAuth 2.0 is an authorization framework that lets apps access GHL resources on behalf of a user.
An API key is a token used to authenticate requests to the GHL API.
A webhook is a mechanism for real-time updates to your app from GHL.
Pull contact data on sign-up and automatically create a welcome task list and follow-up reminders.
Aggregate notes, tasks, and appointments into a single viewed profile within your app.
Trigger nudges and update records to reduce churn based on activity data from the Contacts API.
Connect your GHL account in Zapier by authenticating with OAuth 2.0 or an API key.
Choose the endpoints you need (e.g., contacts and tasks) and map fields to your app.
Run a test, verify data accuracy, and enable the workflow for production use.
You don’t need a separate developer account; a standard GHL account and a Zapier account are sufficient for the integration. Zapier App Connector handles the API calls against the Contacts API. If you need higher access, ensure you have proper permissions in GHL and the correct scopes in OAuth.
The typical approach uses OAuth 2.0 for secure authorization or an API key for server-to-server scenarios. Zapier securely stores tokens and rotates them as needed. You should select the method that aligns with your security requirements and compliance needs.
Common endpoints for syncing include retrieving contact data, reading tasks, and updating notes or status. Start with GET /contacts/:contactId and GET /contacts/:contactId/tasks, then extend to notes and appointments as needed. Map fields to your app during setup.
Field mapping is done in Zapier’s setup screen. Choose source fields from GHL (e.g., name, email, phone) and map them to corresponding targets in your app. Use consistent data types and handle optional fields gracefully.
Rate limits depend on your GHL plan and the app’s usage. Plan for bursts in activity and implement retries with exponential backoff. If you hit limits, optimize which endpoints you call and batch requests where possible.
Handle errors by inspecting response codes and messages, implementing retries for transient issues, and logging failures for auditing. Use webhooks and idempotent operations where appropriate to avoid duplicate records.
Endpoint details are available in your GHL developer documentation and within Zapier’s connector setup UI. Start with the core endpoints for contacts and tasks and expand as your workflow requires.
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Complete Operations Catalog - 126 Actions & Triggers
