Authenticate using your GHL account credentials via OAuth tokens or an API key, then securely store and reuse the token in Zapier.
In Zapier, authorize the MCP Client by Zapier to access the Contacts API using the scopes defined (for this page, contacts.readonly).
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — Retrieve tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — Retrieve notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a specific note; GET /contacts/:contactId/appointments — Retrieve appointments for a contact; GET /contacts/ — List contacts; GET /contacts/business/:businessId — List contacts by business; contacts.write — Write permission for contacts; POST /contacts/ — Create a new 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 completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact
Trigger: a new contact is created in your source form or CRM, then Zapier creates or updates the corresponding contact in GHL via POST /contacts/ or PUT /contacts/:contactId.
Actions: POST /contacts/ to create a contact, PUT /contacts/:contactId to update fields, and optionally create related tasks with POST /contacts/:contactId/tasks or add notes with POST /contacts/:contactId/notes.
Example method path: POST /contacts/ with a mapped body containing firstName, lastName, email.
Key fields: email (as a unique identifier), plus firstName and lastName for clarity.
Trigger: when a contact is updated in GHL, propagate changes to Zapier and downstream systems.
Actions: PUT /contacts/:contactId to update details; POST /contacts/:contactId/tasks to add tasks; POST /contacts/:contactId/notes to attach notes.
Example method paths: PUT /contacts/:contactId; POST /contacts/:contactId/tasks; POST /contacts/:contactId/notes.
Key fields: contactId and email for matching, plus updatedAt for sync logic.
Trigger: a new task or note is created under a contact, triggering downstream automation.
Actions: POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId/completed to mark done; POST /contacts/:contactId/notes to add notes.
Example method paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId/completed; POST /contacts/:contactId/notes
Key fields: contactId, taskId, noteId.
Build end-to-end automations without writing code, using triggers, actions, and mappings.
Prototype and deploy new workflows quickly with ready-made endpoints and field mappings.
Centralize data flow and keep your contacts, tasks, notes, and appointments in sync across apps.
Learn the core elements: API endpoints, authentication, triggers, actions, mappings, and how they combine to power no‑code automations between GHL and Zapier.
A defined URL path in the GHL API used to perform a specific operation, such as retrieving a contact or creating a task.
A URL endpoint that receives real‑time event data from GHL when something happens (for example, a contact is updated).
The process of proving identity to access the GHL API, typically via OAuth tokens or API keys, and refreshing them as needed.
Aligning data fields between GHL, Zapier, and other apps so values transfer correctly during triggers and actions.
Capture form submissions and immediately create a new contact in GHL with mapped fields through the Contacts API.
When a task is created or updated in your PM tool, automatically create or update the corresponding GHL task for the related contact.
Apply tags and segment contacts automatically when their data changes to keep lists fresh.
Connect your GHL account to Zapier via the MCP Client by Zapier integration and grant the required scopes to read contact data.
Select endpoints (like GET /contacts/:contactId and POST /contacts/) and map fields to your downstream apps.
Run tests, enable the workflow, and use Zapier’s task history to monitor results.
No coding is required. Use Zapier’s built-in triggers and actions to connect the MCP Client by Zapier to the GHL Contacts API, then authenticate and reuse tokens. The UI guides you through field mapping and testing so you can build automations quickly. If needed, switch to a no-code workaround using available prebuilt templates.
For basic syncing, you’ll typically read a contact with GET /contacts/:contactId and create or update with POST /contacts/ or PUT /contacts/:contactId. Map essential fields like name, email, and phone to ensure accurate matching. Expand to tasks and notes only when your workflow requires them.
Use Zapier’s field mapping to align GHL fields with your app’s fields. Start with core fields (name, email, phone) and incrementally add custom fields. Test with representative data to verify formats (dates, IDs, and IDs of related records).
Yes. Use email as a unique key and implement upsert logic. If a match is found, perform an update instead of creating a new contact. Add a conditional step to handle duplicates and ensure data integrity.
GHL API rate limits apply. Plan retries with exponential backoff in Zapier and monitor API response codes. If limits are hit, stagger requests or batch updates to stay within quotas.
Authentication usually uses OAuth tokens. In Zapier, authorize once and let the connector refresh tokens automatically. If a token expires, re-auth from the connector settings and ensure the required scopes remain granted.
If an API call fails, Zapier provides a detailed error and may retry. Review the error code, verify IDs and permissions, and re-run. If persistent, adjust the workflow or add fallback steps to maintain resilience.
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Complete Operations Catalog - 126 Actions & Triggers
