Use OAuth with the scope ‘contacts.readonly’ to access contact data from GHL. In your GHL developer portal, create or retrieve your client credentials, then connect them in Zapier by selecting the Contacts API and granting the readonly scope.
In Zapier, authorize the App Connector to access your GHL data. Grant permissions for reading contacts, notes, tasks, and appointments as needed for your automations.
GET /contacts/:contactId — Retrieve a single contact by ID; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — List notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a specific note; GET /contacts/:contactId/appointments — List appointments for a contact; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts for a business; contacts.write — Permission to write contacts; POST /contacts/ — Create a contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact.
Trigger when a contact is created or updated in GHL, then pull the latest data via GET /contacts/:contactId and send it to your app.
Actions: create or update the contact in your CRM; attach related notes and tasks as needed (using GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks).
GET /contacts/:contactId
Key fields: id, firstName, lastName, email, phone, company, tags, lastUpdated
Trigger when a note or task is created or updated for a contact in GHL.
Actions: pull notes and tasks into your app; optionally create corresponding items in your app to keep everything aligned.
GET /contacts/:contactId/notes; GET /contacts/:contactId/tasks
Notes fields: id, note, date; Tasks fields: id, title, status, dueDate
Trigger on-demand or on a schedule to export all contacts.
Actions: fetch GET /contacts/ and sync to your app in bulk.
GET /contacts/
id, name, email, phone, tags
No-code flow: build powerful automations without writing code.
Faster onboarding and data syncing across teams (sales, support, marketing).
Scalable data integration with minimal maintenance using Zapier App Connector.
Key elements: Contacts, Notes, Tasks, App Connector. Core processes: authentication, data retrieval, data mapping, error handling, and automated workflows.
An individual record representing a person in your CRM; stores name, email, phone, and linked notes, tasks, and appointments.
A textual entry attached to a contact for context, history, or updates.
An action item linked to a contact, such as follow-up or appointment preparation.
A scheduled meeting or call tied to a contact’s timeline.
Automatically create a starter task in your project tool when a new contact is created in GHL.
Mirror new notes from GHL to your knowledge base or CRM notes field via Zapier.
Create time-based follow-up tasks based on contact activity to stay engaged.
Obtain credentials, set the scope to contacts.readonly, and connect in Zapier.
Choose endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/notes, and GET /contacts/:contactId/tasks as needed.
Build a Zap with a trigger and actions, then run a test to verify data flows correctly.
To authenticate, create or select a GHL API client and configure OAuth with the required scopes. In Zapier, add the Contacts API as your app and complete the connection flow to authorize access to contact data. If you run into token expiration, refresh tokens through the GHL portal or re-authenticate in Zapier. Ensure your app has the needed permissions before starting the automations.
The core endpoints for reading contact data include GET /contacts/:contactId, GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks, and GET /contacts/ for listing. Depending on your workflow, you may also pull appointments with GET /contacts/:contactId/appointments. Use the endpoints that align with your trigger and action steps.
Yes. Zapier App Connector enables no-code automations. You can set up triggers like New Contact, Note Added, or Task Updated, and connect actions such as Create or Update a record in your app, all without writing code.
Read access requires the scopes defined in the app (e.g., contacts.readonly). Ensure the OAuth flow grants the necessary permissions for the data you intend to sync. For write operations, you would need contacts.write as well.
Data can be synced on a schedule (e.g., every 15 minutes) or in real-time via webhooks or polling in Zapier, depending on the available triggers for your app integration.
Map fields from GHL to your app by using Zapier’s field mapping. Choose source fields like name, email, and notes, and align them with destination fields in your app. Use transformation steps if needed.
If you encounter errors, check the Zapier task history and GHL API logs. Common issues include misconfigured endpoints, missing permissions, or expired tokens. Re-authenticate or adjust scopes as needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
