How to Connect Lunatask to the GHL Contacts API

GHL Contacts API × Lunatask: Automate CRM workflows with a no‑code Zapier App Connector

Connecting the GHL Contacts API to Lunatask

This guide explains authentication, endpoint usage, and step‑by‑step setup to connect the GHL Contacts API with Lunatask via the Zapier App Connector, helping you automate contact workflows without custom code.

GHL Contacts API authentication

Authenticate requests with your GHL API key in the Authorization header as a Bearer token. Ensure your token has the appropriate scope (for this page, scope is contacts.readonly or contacts.write as needed).

Lunatask app authentication

Lunatask uses the secure Zapier connection to store credentials and perform API calls on your behalf. Your credentials are kept in the connector and never exposed in the UI.

GHL Contacts API Endpoints Used by Lunatask

Used endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/:contactId/tags. These enable fetching contacts, their tasks, notes, and associated metadata to drive Lunatask automations.

Top 3 connection patterns for GHL Contacts API × Lunatask

1) Retrieve a contact and create related Lunatask tasks

Trigger: A new or updated contact in GHL is detected. Use GET /contacts/:contactId to fetch the contact, then trigger a Lunatask task workflow.

Actions: Create or update Lunatask tasks tied to the contact, including due dates, owners, and checklists based on the contact’s data.

GET /contacts/:contactId

Required: contactId. Optional: businessId, tags, notes, and tasks to enrich the Lunatask workflow with context.

Top 3 connection patterns for GHL Contacts API × Lunatask

2) Sync notes to Lunatask client records

Trigger: Notes are added or updated for a contact. Retrieve via GET /contacts/:contactId/notes.

Actions: Create or update Lunatask notes linked to the corresponding contact to preserve history and context.

GET /contacts/:contactId/notes

Required: contactId. Note fields such as id, content, and createdAt map to Lunatask notes.

Top 3 connection patterns for GHL Contacts API × Lunatask

3) Sync and complete tasks between GHL and Lunatask

Trigger: A task is created or updated in GHL. Use GET /contacts/:contactId/tasks/:taskId to detect changes.

Actions: Update the corresponding Lunatask task status (including completed) to reflect the GHL state and trigger reminders as needed.

PUT /contacts/:contactId/tasks/:taskId/completed

Required: contactId, taskId, completed flag. Optional: status, dueDate, and notes.

No‑code benefits of connecting the GHL Contacts API to Lunatask

No‑code setup lets teams connect in minutes without developers or custom software.

Bi‑directional data sync reduces manual entry and data mismatches across systems.

Flexible workflows, triggers, and actions tailor onboarding, follow‑ups, and reporting.

Key terms and glossary

Understand endpoints, triggers, actions, auth methods, and data fields used to map the GHL Contacts API to Lunatask and automate your workflows.

GHL API

GHL API is the programmatic interface that lets you access GoHighLevel resources such as contacts, tasks, notes, and appointments from external apps like Lunatask.

Endpoint

A specific URL path exposed by the API to operate on a resource, such as /contacts/:contactId or /contacts/:contactId/tasks.

Trigger

An event in GHL that starts a workflow in Lunatask, such as a new or updated contact or a changed task.

Action

An operation performed automatically to modify data in GHL or Lunatask, such as creating a note or marking a task complete.

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Creative ideas for using the GHL Contacts API with Lunatask

Onboard new contacts with a Lunatask checklist

When a new contact is added in GHL, automatically create a Lunatask onboarding checklist and assign the relevant tasks to guide the customer through the initial setup.

Capture notes and summarize client history

Sync notes from GHL to Lunatask client records to preserve context and history for every engagement.

Track task progress and automate reminders

Link GHL tasks to Lunatask tasks and trigger reminders when statuses change to keep teams aligned.

3 Simple steps to connect the GHL Contacts API with Lunatask

Step 1: Connect your accounts in Zapier

Step 2: Configure endpoints and data mapping

Step 3: Test and deploy

Frequently Asked Questions

What is the GHL Contacts API?

The GHL Contacts API is the programmatic interface that lets you read and manage contacts, tasks, notes, and appointments from external tools. It enables powerful automation when integrated with Lunatask. You can leverage endpoints to fetch contact data, retrieve related tasks and notes, and trigger actions in Lunatask to keep your records synchronized.

No heavy coding is required. Use Zapier’s App Connector to link GHL and Lunatask, with clear triggers and actions. Map fields and configure endpoints through a visual interface, then test and deploy your workflow. If you need advanced logic, small script steps can be added, but most scenarios run through standard triggers and actions.

This integration can leverage endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/:contactId/tags, and related endpoints. Not every page uses every endpoint, but the connectors support retrieving, creating, updating, and completing records as needed.

Authentications are secured via standard API key or OAuth2 Bearer tokens. Requests to GHL are made over HTTPS, and Lunatask stores credentials within the Zapier connection. Access scopes align with the operations you perform (for example, reading contacts vs. updating tasks). Regular token renewal and best practices protect your data.

Real-time streaming isn’t guaranteed by default; most integrations operate on a polling cadence or event-based triggers via Zapier. You can configure near real-time updates by choosing high‑frequency checks, but there may be slight latency depending on API limits and Zapier queue times.

Field mapping is done in Zapier’s setup screen. You map GHL contact fields (name, email, phone, custom fields) to Lunatask fields (contact records, task fields, notes). Use sample data to verify mappings and adjust as your data model evolves.

Endpoint references are in the GHL API documentation under the Contacts and Tasks sections. The integration guide provided with Lunatask details the endpoints that are most commonly used for contacts, tasks, and notes, along with example requests and expected responses.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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