Authenticate with the Contacts API using your credentials and the read-only scope: contacts.readonly. Use OAuth where supported, or an API key if required by your setup.
Authorize Zapier App Connector to access your Contacts API data in Iterable. Follow the OAuth flow or API key-based method specified by the connector, ensuring the scope is limited to contacts.readonly.
– 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 specific contact is retrieved or updated to drive downstream actions in Iterable.
Actions: pull full contact data, and optionally create or update associated notes.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger when a contact’s tasks change or new tasks are added.
Actions: fetch /contacts/:contactId/tasks, read status and due dates.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger when new notes are added to a contact.
Actions: fetch /contacts/:contactId/notes, and fetch by noteId.
GET /contacts/:contactId/notes
noteId, content, createdAt
No-code automation: build triggers and actions without writing code.
Fast, reliable data syncing between Contacts API and Iterable via Zapier App Connector.
Centralized workflow logic with multiple apps connected through a single connector.
This glossary covers endpoints, triggers, actions, methods, and key fields used in building Iterable-ready automations with the Contacts API.
A set of rules and protocols that lets applications talk to each other and exchange data.
A specific URL path that performs an operation in an API.
The process used to verify identity and grant access to an API.
A real-time notification mechanism that pushes data between apps.
Map fields such as name, email, and phone to new or updated Iterable contact records automatically.
Set up a Zap to push updates from Contacts API to Iterable as soon as changes occur.
Use /contacts/:contactId/tags to drive Iterable segment membership and campaigns.
In Zapier, select the Contacts API and complete the OAuth flow or API key setup with the scope: contacts.readonly.
Pick endpoints such as GET /contacts/:contactId and GET /contacts/:contactId/tasks to define your Zap steps.
Run tests, review mappings, and enable the workflow to start syncing with Iterable.
Yes. The integration uses the Contacts API with a read-only scope (contacts.readonly). This keeps your data secure while allowing you to pull contact details, notes, tasks, and related information into Iterable via Zapier. If you need write access, you would request elevated permissions through your GHL setup. Tip: Start with read-only access to validate mappings and gradually request additional permissions if your use case requires updates or creations.
You typically authenticate once per connection in Zapier. You won’t need a separate API key for every app connection; you can reuse the same credentials across multiple Zap workflows, provided the scope remains restricted to read-only data. If you need write operations, create a separate connection with appropriate permissions.
Yes, many endpoints expose read access to previous data, including GET /contacts/:contactId and related resources. Depending on API limitations, you may fetch past resources by providing IDs or date ranges in your requests. Consider pagination if available.
Yes. Notes, tasks, and tags are exposed by dedicated endpoints, allowing you to pull complete task histories, notes content, and tag associations into Iterable through Zapier.
Test the workflow in Zapier using a test data set or sandbox environment. Validate that data maps correctly to Iterable fields, and monitor logs for any errors or retries.
Authentication for both GHL and Zapier flows via OAuth or API keys occurs at connection time. Ensure that tokens are refreshed as needed and avoid sharing credentials in publicly accessible spaces.
If an endpoint fails, Zapier can retry the action. You can configure error handling in your Zap with conditional logic and fallback steps.
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Complete Operations Catalog - 126 Actions & Triggers
