To access the Contacts API from Zapier, set up OAuth credentials or an API token with the required scopes (readonly). Keep credentials secure and rotate them regularly.
Zapier App Connector uses standard OAuth 2.0 or API key connections to authorize requests to GHL’s API on your behalf. Configure in your app settings.
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 example: when a new contact is created in Contacts API to kick off a workflow in Zapier.
Actions: fetch contact details, pull associated tasks and notes, then update status or create follow-up items in connected apps.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags
Trigger example: when any contact under a business changes, start a Zapier workflow.
Actions: use GET /contacts/business/:businessId to retrieve all related contacts, then sync to a CRM or analytics tool.
GET /contacts/business/:businessId
Key fields: businessId, contactId, name
Trigger example: a new note attached to a contact should create a task in your task manager.
Actions: POST /contacts/:contactId/tasks to create a task with details derived from the note.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate
Automate data flow between GHL and your apps without writing code; everything happens via configurable triggers and actions.
Speed up onboarding, lead nurturing, and task management with seamless data sync and real-time updates.
Centralize data mapping and workflows for consistent reporting and decision making.
This glossary covers terms used in this guide: Contacts, Tasks, Notes, App Connector, Endpoints, Triggers, Actions, and data fields such as contactId, businessId, and ID-based paths.
A person in your CRM with identifying information and related data such as tasks, notes, and appointments.
An action item linked to a contact, such as a to-do or reminder within your workflow.
A free-form informational entry attached to a contact for context or history.
A scheduled meeting or call linked to a contact record.
Capture leads from landing pages into Contacts API, tag them, and automatically segment by source for targeted outreach.
When notes are added to a contact, automatically create corresponding tasks in your project management tool.
Pull contact activity (tasks, notes, appointments) into dashboards for weekly performance summaries.
Connect GHL via OAuth or API keys, then authorize Zapier App Connector to access your Contacts API data.
Select which endpoints to use, map fields, and set up triggers for changes in contacts, tasks, notes, or appointments.
Test data mappings, verify flows, and enable live automations once all checks pass.
You can access a wide range of contact data including basic identifiers, contact details, associated tasks, notes, and appointments. This enables building comprehensive workflows that reflect customer history. The data you fetch can be used to personalize outreach and drive automation across connected apps. Two paragraphs here describe typical data fields and usage scenarios for clarity.
The connection uses standard OAuth 2.0 or API key-based authentication to secure requests. Tokens can be scoped (readonly in this guide) and should be stored securely. Regular token rotation and least-privilege access reduce risk and protect sensitive contact data. Additional security best practices include IP whitelisting and secure storage of credentials.
Yes. You can create new tasks for a contact by posting to the tasks endpoint. This enables automation of to-do items, reminders, and follow-ups directly from your automations. You can also extend workflows to create multiple related tasks as part of a single trigger.
Notes are accessible via the notes endpoints. You can read, create, or update notes associated with a contact. Coordinating notes with tasks and appointments helps keep a complete history of interactions for each contact.
Yes. You can fetch contacts filtered by business using the businessId parameter. This is useful for aggregated reporting, team-based workflows, or targeting campaigns to a specific business unit.
Rate limits depend on your GHL plan and API usage. It’s best practice to design idempotent flows, batch requests where possible, and implement retry logic with exponential backoff to handle transient limits gracefully.
Testing involves validating authentication, endpoint responses, and data mappings between Contacts API fields and your Zapier app. Use test data, verify that triggers fire correctly, and run end-to-end scenarios before going live.
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Complete Operations Catalog - 126 Actions & Triggers
