Use a secure API key or OAuth credentials with the required scope (contacts.readonly). Keep credentials confidential and rotate them regularly.
Zapier handles the app authentication flow. For the Contacts API, you’ll link your credentials and authorize access within your Zapier account.
– 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: New form submission creates or updates a contact in Contacts API
Actions: Create or update contact, attach notes, and set follow-ups
Method & path: POST /contacts/ and PUT /contacts/:contactId
Key fields: email, name, phone, contactId
Trigger: A contact’s field changes (e.g., stage) creates a task
Actions: Create task, update status, assign to owner
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, dueDate, status
Trigger: Note or appointment created for a contact
Actions: Create note, schedule appointment, sync with calendar
Paths: POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Key fields: contactId, notesId, appointmentId
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A specific URL and HTTP method used to access a resource in the GHL API, such as GET /contacts/:contactId.
Proof of identity used to access the API (API keys, OAuth).
An event that starts a Zapier workflow, such as a new or updated contact.
An operation performed by the Zapier workflow in response to a trigger (e.g., create a contact, add a note).
Capture form data and create or update contacts in real time to reduce duplicate records.
When a contact field changes, automatically create or update a task to follow up.
Automatically attach notes and schedule appointments when key events occur.
Obtain your API key and set scope to read access (contacts.readonly).
Link triggers and actions to the API endpoints defined in the docs.
Test flows, validate data, and publish your Zap.
You can access endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, and more. Use the endpoint list to map triggers and actions.
Use API keys or OAuth with the necessary scope. Keep credentials secure and rotate keys regularly.
Read operations are allowed with the current scope (contacts.readonly). To write data, use POST /contacts/ and PUT /contacts/:contactId.
Implement retries with exponential backoff, handle 4xx/5xx errors gracefully, and log errors for troubleshooting.
Webhooks are optional but beneficial for real‑time data changes. Configure endpoint listeners in Zapier if supported.
The endpoints for tasks and notes let you retrieve and manage tasks and notes related to a contact.
Use Zapier’s built‑in test feature, sandbox data, and step‑by‑step testing to verify triggers and actions.
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Complete Operations Catalog - 126 Actions & Triggers
