Authenticate using your GHL API credentials with the required scope of contacts.readonly. Obtain and refresh tokens as needed, and securely store them in your Zapier connection.
Configure the Zapier connection to securely pass the GHL access token. Prefer OAuth2 where available and ensure credentials are encrypted at rest.
Endpoints covered 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 updated in GHL to pull the latest profile, tasks, and notes into Zapier.
Actions: fetch contact profile, fetch tasks, fetch notes; optionally push updates to other apps from Zapier.
Uses GET /contacts/:contactId along with GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to build a complete profile.
Key fields: id, firstName, lastName, email, phone, tasks[].id, notes[].id
Trigger when a new task is created in Zapier and create it in GHL for the associated contact.
Actions: POST /contacts/:contactId/tasks to create; PUT /contacts/:contactId/tasks/:taskId to update; PUT /contacts/:contactId/tasks/:taskId/completed to mark as done.
Paths include POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and PUT /contacts/:contactId/tasks/:taskId/completed.
Fields: taskId, title, dueDate, status, completed
Trigger on notes added/updated and pull appointment data to keep schedules aligned.
Actions: POST /contacts/:contactId/notes; GET /contacts/:contactId/appointments; optionally sync to calendar apps.
Uses POST /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
Fields: noteId, content, appointmentId, startTime
Automate data flows between GHL and other apps without writing code.
Use ready-made triggers and actions to accelerate automation setup.
Maintain a single source of truth for contact data across systems.
This guide uses terms like endpoints, triggers, actions, and fields to explain how the GHL Contacts API connects with the Zapier App Connector.
Verifying identity and obtaining access tokens to call the GHL API.
A specific URL path that provides a function in the GHL API.
An event in GHL that starts an automation in Zapier.
An operation performed by Zapier against the GHL API, such as creating a contact or note.
Automatically create tasks when a contact stage changes in GHL and reflect updates in your project management tool.
Sync appointments to Google Calendar or Outlook and push reminders to teammates.
Bulk import new contacts from a CSV and create records in GHL with validation.
You will authenticate against the GHL API using credentials with the required scope (contacts.readonly). This ensures you can fetch read-only contact data securely. In Zapier, store tokens securely in your connection and refresh as needed. This setup avoids exposing credentials in your Zaps. In addition, consider rotating tokens periodically and following best-practice security guidelines.
This connector exposes a broad set of endpoints for reading and writing contact data, tasks, notes, and appointments. Available actions include creating contacts, tasks, and notes, updating tasks, marking tasks as completed, and retrieving lists of contacts. Use the endpoint list to decide which calls to include in your Zaps and to design robust data flows.
Yes. You can create tasks for a given contact via POST /contacts/:contactId/tasks and update them with PUT /contacts/:contactId/tasks/:taskId. You can also mark tasks complete with PUT /contacts/:contactId/tasks/:taskId/completed, enabling end-to-end task management from Zapier.
To test your connection, use Zapier’s test feature after selecting a trigger or action. Verify that authentication succeeds, endpoints return expected data, and that field mappings are correct. Use a sandbox or test contact to avoid impacting live data during validation.
GHL API usage is subject to rate limits. Plan your Zaps to batch calls when possible and implement retries with backoff. If you see throttling, spread requests across time or consolidate operations into fewer calls.
Webhooks are not universally required for this connector, but you can leverage Zapier to poll endpoints or respond to scheduled events. For near-real-time updates, use appropriate endpoints (e.g., contact changes) and scheduled triggers as needed.
Map fields by aligning GHL response fields (id, name, email, tasks, notes) to your Zapier data schema. Use Zapier’s built-in data mapping to transform fields if necessary, and validate mappings during test runs to ensure data accuracy.
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Complete Operations Catalog - 126 Actions & Triggers
