Use OAuth or API keys to authorize requests to the GHL Contacts API. Ensure the proper scopes are granted to read data and perform updates.
In Zapier, connect the App Connector to GHL by providing credentials or tokens. Follow the setup to authorize access to contacts, tasks, notes, and appointments.
– 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; – 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 created or updated in GHL, Zapier pulls the latest data in real time.
Actions: Update contact fields, create tasks, or attach notes in GHL from Zapier actions.
Method Path: GET /contacts/:contactId
Key fields: contactId as path parameter; select fields such as name, email, phone as needed.
Trigger: Task updates in GHL appear in Zapier for automation.
Actions: Create and update tasks via endpoints 13 to 16, and mark completion as needed.
Method Path: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId and taskId identify the specific task to modify or create.
Trigger: Notes added or updated for a contact in GHL.
Actions: Create notes via endpoints 4 and 5 to store context in GHL from Zapier.
Method Path: GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
Key fields: contactId and notesId for retrieval and updates.
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This glossary covers endpoints, authentication, and data flow concepts essential for integrating GHL Contacts API with Zapier.
An API endpoint is a specific URL for a resource or action, such as retrieving a contact.
Credentials that grant access to the API, typically via tokens or API keys with proper scopes.
Permissions requested by the app to access resources like contacts, tasks, and notes.
A callback URL used to receive real time event notifications from the API.
Capture a new lead, auto create or update a contact in GHL, assign a welcome task, and send a personalized note.
When a new ticket is created, update the GHL contact record, attach notes, and create follow up tasks.
Trigger marketing flows when contact properties change, such as status or lifecycle stage.
Obtain API credentials from GHL, configure OAuth or API key scopes, and set up the Zapier App Connector.
Map fields, test requests, and configure triggers for contacts and related data.
Create a test Zap to perform actions and verify the data flow between GHL and Zapier.
Use OAuth 2.0 or API keys based on your setup. Ensure you grant the contacts.readonly scope to read data. If you need to write data, grant write permissions accordingly. Store credentials securely and rotate tokens regularly. Test using a sandbox environment first.
The most commonly used endpoints include contacts, tasks, notes, and appointments. The connector can pull, create, update, and delete records depending on permission. Always map the needed fields for your Zapier workflow and test each step.
Yes. You can update contact details, create tasks, and attach notes from a Zap. Use endpoints 11 to 16 for tasks and 4 to 5 for notes. Ensure proper authentication and error handling in your Zap. No coding required.
No coding is required for standard use. Zapier provides a visual editor to configure triggers, actions, and field mappings. You only need to configure the connection and the data fields.
Respect API rate limits and implement retries in Zapier. Use exponential backoff and batch requests where possible. If you hit limits, pause and retry after a short interval.
Use the built in test feature in Zapier. Create a test Zap and run it with sample data. Check the response from each endpoint and confirm that the data matches expectations.
You can sync contact basic fields such as name, email, and phone. Depending on your setup, you can also sync tasks, notes, and appointment data.
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