Use OAuth 2.0 or API tokens as supported; ensure you have the proper scope: contacts.readonly.
Set up the Zapier connection, choose OAuth or API key, and test the connection to validate security credentials.
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 to pull its related tasks for workflow orchestration.
Retrieve contact data, then create or update tasks linked to that contact.
GET /contacts/:contactId
contactId, taskId, status
Trigger when notes are added or appointments are scheduled for a contact.
Create, read, or update notes and schedule or fetch appointments.
GET /contacts/:contactId/notes
noteId, contactId
Trigger when tasks are created or completed to drive next steps.
Create, update, or mark tasks as completed for the given contact.
POST /contacts/:contactId/tasks
contactId, taskId
Automate data flow without writing code, keeping systems in sync automatically.
Accelerate onboarding and updates across Jackrabbit Class and your CRM data.
Easily customize workflows with triggers, actions, and filters for precise automation.
Elements include authentication, endpoints, triggers, actions, and data fields used to move information between the GHL Contacts API and the Zapier App Connector.
Application Programming Interface: a set of rules enabling software to communicate with the GHL Contacts API.
A URL path provided by the API to perform a specific function.
Process that validates identity and permissions to access API resources.
A callback URL used to receive real-time updates; may not be used in this setup.
Automatically create or update a contact in Contacts API when a Jackrabbit Class form is submitted, then trigger welcome tasks.
Push important updates from Jackrabbit Class to Contacts API notes to keep records current.
Create and assign tasks or reminders in Contacts API based on Jackrabbit Class scheduling events.
Connect your Zapier App Connector to the Contacts API with the proper scope (contacts.readonly).
Choose endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks to build your workflow.
Run tests to verify data mapping and then deploy to production.
You can authenticate using OAuth 2.0 where supported, or use API keys/tokens if your workspace requires. Ensure the access scope includes at least read permissions for contacts. Store tokens securely and rotate credentials regularly. In Zapier, connect the app and test the connection to confirm a valid setup before proceeding. If you run into issues, check permission scopes and re-authorize.
For basic contact workflows, start with GET /contacts/:contactId to fetch core data, and POST /contacts/ to create new records. To manage tasks and notes, use GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes, then extend with POST/PUT/DELETE as needed. This combination supports create, read, update, and delete operations within automations.
Use the app’s test feature or run a small sandbox workflow to verify data mapping between systems. Validate field mappings, endpoints, and authentication. If errors occur, review API response messages, adjust scopes, and re-test until the flow runs without errors.
Webhooks can be used to receive real-time updates, but in this setup, many flows rely on polling endpoints. If you need webhooks, configure a receiver URL in Zapier and map the payload to your GHL fields. Test the webhook in a controlled environment before enabling.
Common use cases include creating contacts from forms, updating notes when contact data changes, creating tasks for follow-ups, and scheduling appointments automatically. These workflows save time and keep data synchronized across Jackrabbit Class and GHL.
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Complete Operations Catalog - 126 Actions & Triggers
