Establish a secure connection to the Contacts API using OAuth or API keys provided by the GHL developer portal. Store credentials securely in Zapier to enable triggers and actions without exposing sensitive data.
Enable and configure the Zapier App Connector within your GHL account to ensure a protected data pathway. This pairing validates requests and supports reliable data flow between Apps.
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: Retrieve a single contact on demand using GET /contacts/:contactId to pull the core profile and associated items.
Actions: Load contact details, plus related tasks, notes, and appointments into Manifestly Checklists for a complete view in the app. Use downstream steps to automate follow-ups.
METHOD PATH: GET /contacts/:contactId
Key fields: contactId, name, email, phone, businessId
Trigger: A new task is requested for a contact, initiating task creation in the Contacts API.
Actions: Create tasks via POST /contacts/:contactId/tasks, assign owners, set due dates and statuses, and surface results in Zapier.
METHOD PATH: POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate, status
Trigger: A new note is created or updated for a contact.
Actions: Add notes with POST /contacts/:contactId/notes, attach to the relevant contact, and optionally reference related tasks for context.
METHOD PATH: POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Eliminate manual data entry by synchronizing contacts, tasks, and notes across platforms automatically.
Improve data accuracy with real-time updates and consistent business context across tools.
Scale automation with reusable workflows and templates for onboarding, follow-ups, and reporting.
Understand the core concepts: GHL API, endpoints, triggers, actions, and key fields. Mastery of these terms enables robust automation design.
The GHL API is the RESTful interface that lets you access Contacts data, tasks, notes, and appointments. Use it with Zapier to automate workflows without manual data entry.
A specific URL path you call to perform a function, such as GET /contacts/:contactId. Endpoints map to data operations in the GHL API.
An event that starts an automation or data sync, such as a new or updated contact.
An operation performed in response to a trigger, for example creating a note or updating a task.
Use GET /contacts/:contactId to pull new contact data and POST /contacts/ to initialize records in Manifestly Checklists, triggering onboarding tasks automatically.
Link notes to tasks with POST /contacts/:contactId/notes to ensure context travels with each task for better collaboration.
Design flows that update multiple tasks and notes through a sequence of endpoints, enabling efficient bulk actions without manual steps.
Grant secure access for GHL and the Zapier App Connector to communicate, storing credentials safely in Zapier for automatic token refreshes.
Select and map endpoints such as GET /contacts/:contactId and POST /contacts/:contactId/tasks to your automation, setting fields and triggers as needed.
Run end-to-end tests to verify data flow, adjust mappings, and then activate the workflow for ongoing automation.
The GHL API is the primary interface that lets you read and modify Contacts data, tasks, notes, and appointments. When paired with the Zapier App Connector, you can trigger automations and perform actions across your workflows without manual entry. This integration enables real-time data sync and coordinated updates across tools. With proper authentication and endpoint selection, you can build reliable, scalable automations that align with your business processes.
For Manifestly Checklists, start with essential endpoints like GET /contacts/:contactId to pull contact data and POST /contacts/:contactId/tasks to create tasks. You can extend workflows with GET /contacts/:contactId/notes and POST /contacts/:contactId/notes to keep notes in sync. Expand gradually by adding endpoints for appointments and bulk updates as needed. Always map key fields (contactId, taskId, noteId) to ensure data integrity across systems.
Authentication typically uses API keys or OAuth tokens issued by the GHL platform. Zapier securely stores these credentials and refreshes tokens as needed. In the App Connector, you’ll configure the authentication flow so that every request to the GHL API includes valid credentials. This setup protects data while enabling automation. If your organization rotates keys, update the credentials in Zapier and re-test your connections to prevent downtime.
Yes. You can create or update multiple tasks by sequencing API calls within a single Zapier workflow, such as creating several tasks for a contact via multiple POST /contacts/:contactId/tasks calls. For batch-like operations, design steps that loop over a list of tasks and call the endpoint for each item. Be mindful of rate limits and implement pauses or batching where appropriate to avoid failures.
Notes are tied to specific contacts. Use POST /contacts/:contactId/notes to add notes and, if needed, update with subsequent calls. Including content and a reference to related tasks keeps context intact. Consider exporting notes alongside tasks for a complete activity history and easier auditing.
Call limits depend on your GHL plan and API tier. If you anticipate high-volume automation, monitor usage in the GHL dashboard and implement throttling or exponential backoff in Zapier to stay within limits. For mission-critical automations, discuss higher-rate access with your GHL representative to avoid interruptions.
To test your connection, run a controlled Zap that exercises the endpoints you plan to use (e.g., read a contact, create a task, add a note). Verify data accuracy in both systems and review logs for any errors. Once tests pass, enable the workflow and monitor initial runs closely to confirm stability.
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Complete Operations Catalog - 126 Actions & Triggers
