Obtain and securely store an access token or API key for the GHL Contacts API. Use token rotation and least-privilege scopes to keep data safe while enabling the integration.
Create a secure connection in the Zapier App Connector to allow data to flow between GHL’s Contacts API and InvoiceXpress. Use the connector’s recommended authentication method (OAuth or API keys) and test the connection.
– 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 accessed or updated in GHL to keep InvoiceXpress in sync with the latest data.
Actions: Create or update the contact in InvoiceXpress, pull associated tasks and notes, and create or update related records as needed.
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: scheduled exports at defined billing intervals.
Actions: create invoices in InvoiceXpress from contact data, attach relevant notes and tasks, update records as needed.
GET /contacts/
Key fields: contactId, businessId, name
Trigger: when a task is marked complete in GHL.
Actions: generate or update an InvoiceXpress invoice for the related contact; log activity and statuses.
PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, status
Automate repetitive data flows between GHL and InvoiceXpress without writing code.
Configure quick, visual automations in the Zapier App Connector with robust error handling and retries.
Scale automations from small teams to enterprise with centralized governance and monitoring.
Core elements include endpoints, authentication, data mapping, error handling, rate limits, and testing to ensure smooth, reliable automation.
GHL refers to the API platform used to build integrations between services like the Contacts API and InvoiceXpress, enabling automation without custom code.
A specific URL path you call with HTTP methods to access or modify data in an API.
The process of proving identity and authorizing API calls (tokens, OAuth, or API keys) to protect data access.
Building integrations and automations using visual builders like the Zapier App Connector, without writing code.
Trigger on contact updates to automatically generate invoices in InvoiceXpress, ensuring billing reflects the latest customer data.
Map notes from GHL to InvoiceXpress to maintain a complete history for each customer and invoice.
Provide a dashboard showing sync status, errors, and upcoming tasks to improve operations oversight.
In GHL, create an API connection that allows Zapier to read contacts, notes, tasks, and related data.
In Zapier App Connector, select the GHL Contacts API and configure authentication, endpoints, and field mappings to InvoiceXpress.
Run end-to-end tests to ensure data flows correctly, monitor for errors, and enable live automation.
The GHL Contacts API lets you read and manage contact data, including their tasks, notes, and appointments. It enables integrations that automate CRM-driven workflows. By connecting it to InvoiceXpress via the Zapier App Connector, you can drive billing activities directly from contact data. This reduces manual data entry and keeps financial records aligned with customer activity. You’ll authenticate to access the API, choose endpoints like GET /contacts/:contactId to pull details, and then push updates to InvoiceXpress as invoices or line items when appropriate.
Yes. With the Zapier App Connector, you can build no-code automations that move data between GHL and InvoiceXpress. You configure triggers, actions, and mappings in a visual editor without writing code. This approach is ideal for teams that want fast, repeatable processes with minimal maintenance.
Common methods are token-based authentication (OAuth or API keys) for GHL and the Zapier connector’s own secure vault for InvoiceXpress. Use tokens with scopes limited to necessary data. Rotate credentials regularly and monitor usage to detect anomalies.
The most frequently used endpoints for syncing and billing include GET /contacts/:contactId to retrieve data, POST /contacts/ to create new records, and PUT /contacts/:contactId/tasks/:taskId to manage tasks. For invoicing, you’ll typically create or update InvoiceXpress records from relevant contact data and task statuses.
Map fields such as contact name, email, and billing address from GHL to InvoiceXpress invoice fields. Use field mapping in Zapier to ensure data types align (strings, dates, currencies) and implement validation checks to avoid failed invoices.
Use the Zapier test interface to simulate triggers and actions. Run end-to-end tests, check the task log, and verify that invoices appear in InvoiceXpress with the correct data. Iterate on mapping and filters until the workflow behaves as expected.
Error logs, run history, and task status are available in both the Zapier App Connector and your GHL instance. Review these logs to identify misconfigurations, authentication failures, or data mapping issues, and adjust the workflow accordingly.
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Complete Operations Catalog - 126 Actions & Triggers
