To access the Contacts API from the Zapier App Connector, you’ll use OAuth or API key-based authentication, depending on your GHL account settings. Ensure your app is granted the contacts.readonly scope to retrieve data, and request broader scopes if you need to create or modify records.
Zapier App Connector authenticates via OAuth 2.0 for secure, token-based access. Store tokens securely in your Zapier connection settings and refresh them before expiry to maintain uninterrupted automations.
GET /contacts/:contactId – Retrieve a specific contact GET /contacts/:contactId/tasks – List tasks for a contact GET /contacts/:contactId/tasks/:taskId – Get a specific task for a contact GET /contacts/:contactId/notes – List notes for a contact GET /contacts/:contactId/notes/:id – Get a specific note for a contact GET /contacts/:contactId/appointments – List appointments for a contact GET /contacts/ – List all contacts GET /contacts/business/:businessId – List contacts by business GET /contacts – (requires appropriate scope) List all contacts POST /contacts/ – Create a new contact PUT /contacts/:contactId – Update a contact DELETE /contacts/:contactId – Delete a contact POST /contacts/:contactId/tasks – Create a task for a contact PUT /contacts/:contactId/tasks/:taskId – Update a task PUT /contacts/:contactId/tasks/:taskId/completed – Mark a task complete DELETE /contacts/:contactId/tasks/:taskId – Delete a task POST /contacts/:contactId/tags – Add a tag to a contact
Trigger-based workflows can start when a contact is created or updated in GHL, pulling the latest data into Zapier for downstream actions.
Actions include creating tasks, notes, or tags based on Zapier events, ensuring data parity across systems.
Methods: GET for reads; POST/PUT/DELETE for writes to endpoints like /contacts/:contactId and /contacts/:contactId/tasks
Key fields: contactId, taskId, businessId, notes id; ensure scope includes read/write where needed.
Use webhooks to push updates from GHL to Zapier instantly, minimizing polling and latency.
Actions include creating or updating related records in Zapier-ready apps when GHL events occur.
Webhooks integrate with endpoints in Zapier via inbound URLs; map GHL events to Zapier triggers.
Key fields include event type, contactId, and timestamp to ensure idempotent processing.
Schedule periodic syncs to align data between GHL and Zapier across multiple contacts.
Batch create/update actions reduce API calls while keeping data current.
Use batch endpoints where available or looped batch tasks in Zapier.
Key fields: batchId, timestamp, totalRecords.
Automate contact creation and updates without writing a single line of code, using triggers and actions in Zapier.
Leverage ready-made endpoints and webhooks to keep data in sync across tools with minimal setup.
Easily test and iterate automations in a safe, visual workflow designer.
A concise glossary of essential terms to help you design and troubleshoot GHL + Zapier automations.
A set of rules and protocols that allow applications to communicate with each other over the internet.
A method for an app to provide real-time information to other apps by sending an HTTP POST when a specific event occurs.
The process of verifying identity to grant access to an API or service.
A URL path that exposes a specific function in an API for querying or updating data.
Capture new contact submissions and automatically generate follow-up tasks in GHL via Zapier.
Whenever a contact note is added in GHL, push a parallel note in your connected apps.
Automatically tag contacts in GHL from Zapier workflows for smarter segmentation.
In GHL, create an API connection and grant the Zapier App Connector the necessary scopes (readonly at minimum).
In Zapier, add the Contacts API as a trigger for updates and define actions like create tasks or notes.
Run end-to-end tests, verify data flows, and deploy to production with monitoring.
The integration supports OAuth 2.0 and API keys depending on what your GHL setup allows. Use OAuth for production-grade security and key rotation. Second paragraph: Keep credentials in a secure vault and avoid embedding keys in workflows; refresh tokens before expiry.
For typical workflows, start with GET /contacts/:contactId to pull data, then use POST /contacts/ to create, or PUT /contacts/:contactId to update. Second paragraph: Use GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for related items.
Yes, you can fetch all contacts with GET /contacts/ if your account permissions allow. For business-scoped queries, GET /contacts/business/:businessId helps filter by business. Second paragraph: Use pagination to handle large datasets.
If you hit rate limits, implement exponential backoff and respect the API’s retry guidelines. First paragraph: Use Zapier’s built-in delay features. Second paragraph: Consider batching requests where possible and ensure idempotent operations.
Yes. Zapier provides a no-code editor to test triggers, actions, and proof-of-concept automations. First paragraph: Build a test Zap and run it with sample data. Second paragraph: Validate data mapping and error messages in the tester.
Regularly synchronize by scheduling periodic refreshes or using webhooks to push changes. First paragraph: Map events to triggers and ensure fields align between GHL and connected apps. Second paragraph: Monitor logs for discrepancies and reconcile as needed.
Store credentials in a secure credentials manager and rotate keys periodically. First paragraph: Use least-privilege scopes (readonly where possible). Second paragraph: Enable alerting for unusual API activity and keep a rollback plan.
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Complete Operations Catalog - 126 Actions & Triggers
