To access the Contacts API from GHL, obtain an API key or OAuth credentials with the scope contacts.readonly. Ensure your integration is whitelisted and that tokens are stored securely.
Zapier uses OAuth 2.0 for secure connections. Configure the Zapier app to request the Contacts API scope and store tokens securely. Use refresh tokens to keep connections alive.
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: A contact is updated in HitPay, then the Zapier workflow syncs changes to connected apps.
Actions: Create or update contact records in Zapier-driven apps in response to the HitPay update.
GET /contacts/:contactId
Key fields: contactId, email, name, phone
Trigger: A task is created or updated for a contact in HitPay
Actions: Create or modify tasks via Zapier in the connected apps
POST /contacts/:contactId/tasks
Key fields: taskId, status, dueDate, taskName
Trigger: A note is added or an appointment is scheduled for a contact
Actions: Create notes or schedule appointments via Zapier in your tools
GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: noteId, appointmentId, content, time
Automates repetitive tasks without writing code; trigger updates on contacts automatically.
Keeps data synchronized across HitPay and other apps in your stack.
Speeds up onboarding and reduces manual data entry with reliable automation.
This glossary defines terms used in this guide, such as endpoint, trigger, action, and authentication.
A specific URL and HTTP method used to access a resource in the GHL API.
An event in one app that starts an automation in Zapier.
An operation performed in response to a trigger within a Zap.
The process of proving identity to access the API securely.
Set a Zap to push changes from HitPay into your CRM or marketing tools automatically.
Create tasks in HitPay when support tickets are created or updated in another system.
Log notes or schedule appointments based on events from any connected app.
Acquire API credentials from GHL and authorize the Zapier app.
Create a new Zap and select the Contacts API connection as the trigger.
Run tests, validate data flow, and turn on automation.
GHL supports API key-based access and OAuth 2.0 for secure authentication. For most integrations with Zapier, OAuth 2.0 keeps secrets safe while giving your Zapier workspace authorized access. Ensure your API token or OAuth client has the appropriate scope, here typically showing contacts.readonly for read operations. Store credentials securely and rotate them as recommended by your security policy. If you need write access from Zapier, request the broader scope (for example, contacts.write) and ensure your app is whitelisted in the GHL developer console. Always follow the principle of least privilege and log access events for auditing.
Common endpoints used in HitPay integrations include retrieving a contact (GET /contacts/:contactId), listing a contact’s tasks (GET /contacts/:contactId/tasks), and creating new tasks (POST /contacts/:contactId/tasks). This covers most CRM automation needs, including updating notes, appointments, and business data with minimal code. For bulk reads, you can use GET /contacts/ to fetch lists and GET /contacts/business/:businessId to pull business-specific data, helping you sync larger datasets to supporting apps.
Start with a simple test Zap: trigger on a new contact in HitPay and then fetch the contact data from the Contacts API to verify the connection. Use Zapier’s test feature to simulate real responses and inspect the data structure. Then expand to more complex flows, like creating tasks or notes in HitPay based on events in your apps, and monitor error logs to troubleshoot authentication or permission issues.
At minimum, you need a valid contactId and the essential fields to create a contact (name, email). Depending on your workflow, you may also supply phone, company, and custom fields. The Contacts API supports partial updates, so you can adjust fields as your integration evolves. Always validate required fields per your HitPay schema and ensure that required relationships, such as businessId and owner, are present when applicable.
Yes. Zapier can create and update tasks, notes, and appointments via the same connection used for contacts. Map fields between HitPay and your connected apps and test for data consistency across systems. Be mindful of rate limits and use pagination where appropriate to avoid bulk update failures.
The Contacts API enforces rate limits that vary by plan and endpoint type. Typical practices include batching requests, using caching, and spreading calls over time to avoid bursts. If you hit limits, implement exponential backoff and retry logic in Zapier and monitor headers for remaining quota. Consider using the readonly scope for reads and only requesting write access where essential to minimize quota usage.
Zapier automatically handles retries for transient failures, but you should design idempotent actions where possible. Use unique identifiers for created records to prevent duplicates and set clear retry rules in your Zap. Monitor logs to distinguish between authentication errors and network timeouts, and refresh tokens before they expire.
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Complete Operations Catalog - 126 Actions & Triggers
