Use OAuth 2.0 or an API key depending on your setup. In Zapier, create a connection for Contacts API and securely store credentials. The required scope for read operations is contacts.readonly; you can request additional scopes for write actions when you enable them in your workflows.
In Zapier, authorize the Zapier App Connector to access your Contacts API account. Use OAuth if available, or a secure API key. After authorization, you’ll see available triggers and actions in your Zap templates.
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
Trigger: A new contact is created or an existing contact is updated in GHL, then synced to Zapier for downstream actions.
Actions: Create or update a contact record via POST /contacts/ or PUT /contacts/:contactId; attach related tasks and notes using the corresponding endpoints.
POST /contacts/
Key fields: contactId, email, fullName
Trigger: A new task is created for a contact in GHL
Actions: Create or update tasks via POST /contacts/:contactId/tasks; mark completed via PUT /contacts/:contactId/tasks/:taskId/completed
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: A new note or appointment is added to a contact
Actions: Create notes via POST /contacts/:contactId/notes; create appointments via POST /contacts/:contactId/appointments
POST /contacts/:contactId/notes
Key fields: contactId, notesId
Automate lead routing and follow-ups without writing code, empowering your team to respond faster.
Create powerful, cross-app workflows that sync forms, tasks, notes, and appointments in real time.
Scale outreach with templates and triggers that run around the clock without manual effort.
Understand the core elements and data flows between the GHL Contacts API and the Zapier App Connector to design robust automations.
An Application Programming Interface that lets software applications talk to each other and share data.
An authorization framework that allows applications to obtain limited access to user accounts without exposing credentials; common for secure connections between GHL, Zapier, and your accounts.
URIs like GET /contacts/:contactId or POST /contacts/ define how you fetch and manipulate data in the Contacts API.
Real-time notifications that trigger automations in Zapier when data changes in GHL or connected apps.
Use Zapier to score incoming contacts from forms and route high-potential leads into your pipeline with automated tags and notes in GHL.
Automatically generate follow-up tasks when notes contain key keywords, ensuring timely outreach across teams.
Trigger appointment creation in GHL when a form is submitted via Zapier, keeping calendars in sync without manual steps.
Create a connection for Contacts API in Zapier App Connector and authorize the app. Ensure scope is set to contacts.readonly for read operations, with additional scopes for write actions as needed.
Select triggers such as New or Updated Contact and actions like Create/Update Contact, Create Task, or Add Note.
Test the Zap end-to-end, review logs, and deploy to automate IDX Leads processes.
The Contacts API provides access to core contact data, including profile fields, notes, tasks, and appointments. You can retrieve details for individual contacts and their related items. Access to write operations requires appropriate scopes and secure handling of credentials. Use the available endpoints to build workflows that reflect your business processes without writing code. Start with read operations to familiarize yourself with data structures before enabling writes in a controlled environment.
No traditional coding is required for basic integrations. Zapier App Connector provides triggers and actions that map directly to API endpoints. For advanced use cases, small configuration tweaks or conditional logic within Zapier templates can achieve complex flows. If you need deeper customization, you can layer multiple Zaps to create sophisticated automation without touching source code.
Start with GET /contacts/:contactId to pull contact data, then pair with POST /contacts/ for creating new records or PUT /contacts/:contactId to update existing ones. For IDX Leads, tasks and notes endpoints (e.g., POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes) are essential for building complete lead workflows.
Security relies on OAuth 2.0 or API keys and secure credential storage in Zapier. Use least-privilege scopes (e.g., contacts.readonly) where possible, rotate keys regularly, and enable logging so you can monitor access and changes across connected apps.
Yes. You can chain actions to attach notes, create tasks, and schedule appointments all from one Zap. This enables end-to-end lead management without switching platforms. Keep your workflows modular by breaking complex processes into smaller Zaps that trigger one another for easier maintenance.
Authenticate via OAuth 2.0 in your app integration or securely store an API key in Zapier. After setup, test the connection to ensure credentials are valid and that the chosen scopes permit the required operations.
The endpoint list is presented in the IDX Leads guide within the page content you are viewing. It includes core read and write operations such as GET, POST, PUT, and DELETE for contacts, tasks, notes, and appointments.
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Complete Operations Catalog - 126 Actions & Triggers
