Obtain an access token with the contacts.readonly scope and securely store it in Zapier to enable read only access to contact data.
Set up OAuth2 in Zapier to securely connect to the GHL endpoints and refresh tokens as needed.
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 LinkedIn contact is updated or retrieved in Zapier to sync details.
Actions: GET /contacts/:contactId to pull core fields, optionally fetch related tasks.
GET /contacts/:contactId
Key fields: contactId; include name, email, company, and LinkedIn URL if available.
Trigger: task or note changes for a contact as updates occur in LinkedIn or CRM.
Actions: GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, noteId
Trigger: appointment updates or new entries for a contact
Actions: GET /contacts/:contactId/appointments and GET /contacts/:contactId
GET /contacts/:contactId/appointments
Key fields: contactId, appointmentId
Build automations quickly without writing code.
Seamlessly connect LinkedIn data to your CRM and workflows.
Scale automations using a robust set of API endpoints and triggers.
Elements include endpoints, authentication, triggers, actions, and data fields; Processes cover connect, test, and deploy.
The GHL API is the set of endpoints provided by GHL to manage contacts and related data.
OAuth 2.0-based approval to access protected resources and obtain access tokens.
A specific URL path used to perform an API operation.
A callback URL that receives event notifications from the API.
When a new LinkedIn contact is found, fetch details via GET /contacts/:contactId and create or update a CRM record.
Automatically generate tasks in GHL when LinkedIn engagements happen, using POST /contacts/:contactId/tasks.
Log summaries in notes and schedule follow-ups with PUT /contacts/:contactId/notes and related tasks.
Obtain OAuth 2.0 tokens with the contacts.readonly scope and securely store them in Zapier.
Create triggers and actions using endpoints like GET /contacts/:contactId and POST /contacts/.
Run tests, verify data flows, and deploy the workflow with ongoing monitoring.
Paragraph 1: For most read-only automation, the contacts.readonly scope is sufficient, allowing you to fetch contact data. Paragraph 2: If you need to create or update records, you will need additional permissions such as contacts.write. Always follow least-privilege principles and rotate tokens regularly.
Paragraph 1: No coding is required for many workflows when using the Zapier App Connector. You can map LinkedIn data to CRM fields via triggers and actions. Paragraph 2: For complex logic, consider using filters and paths in Zapier to branch the flow.
Paragraph 1: Essential endpoints typically include GET /contacts/:contactId to read a contact, GET /contacts/:contactId/tasks to see tasks, and GET /contacts/:contactId/notes to access notes. Paragraph 2: Use POST or PUT when you need to modify data such as creating or updating tasks or notes.
Paragraph 1: Authentication uses OAuth 2.0. In Zapier, configure the app to request the contacts.readonly scope and refresh tokens as needed. Paragraph 2: Store tokens securely and never expose them in logs. Follow best practices for credential handling.
Paragraph 1: Yes, for most read-only automations, the contacts.readonly scope is enough. Paragraph 2: If your workflow writes data back to GHL, request the appropriate scopes and ensure you have approval.
Paragraph 1: Trigger tasks by listening to LinkedIn engagement events and then call GET /contacts/:contactId/tasks to pull task data or POST /contacts/:contactId/tasks to create tasks. Paragraph 2: Keep tasks synchronized by scheduling periodic checks or using webhooks if available.
Paragraph 1: API usage limits depend on your GHL plan. Monitor call counts in the Zapier task history and implement retries with backoff to avoid hitting rate limits. Paragraph 2: Use batching and conditional logic to minimize calls and optimize performance.
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Complete Operations Catalog - 126 Actions & Triggers