Use the API credentials issued in GHL and grant the scope ‘contacts.readonly’ to allow read access to contacts, tasks, notes, and more. Your integration will request a token and include it in requests.
Zapier connects to GHL using OAuth2 credentials configured in your Zapier app. Ensure your app has the proper client ID, client secret, and redirect URL, and manage token refresh as needed.
Common endpoints: 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 updated and fetch related tasks and notes to keep downstream apps in sync.
Actions include update contact data, create or update tasks, and attach notes.
Endpoints used: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger when a new contact is added to a business or when a business’s contact list changes.
Actions: fetch all contacts for a business, filter by businessId, paginate results.
Endpoints used: GET /contacts/, GET /contacts/business/:businessId
Key fields: businessId, contactId
Trigger when a new task is created for a contact.
Actions: create tasks, update tasks, mark completed, delete tasks.
Endpoints used: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId
Automate data flow between GHL and your apps without writing code, using Metaview to build scalable workflows.
Create trigger-based pipelines and multi-step automations that react to contact activity, tasks, and notes.
Consolidate data across Contacts, Tasks, Notes, and Appointments for unified reporting.
This glossary defines core concepts used in the GHL Contacts API integration: Contacts, Tasks, Notes, Appointments, Tags, and business context.
A person stored in GHL with a unique contactId.
An action item assigned to a contact, with status and due date.
A free-text entry attached to a contact for context or history.
A scheduled meeting or call linked to a contact, stored in GHL.
Capture form submissions to update contact fields and create follow-up tasks in Metaview.
When a new contact is created, automatically generate onboarding tasks and notes.
Link notes to support tickets for complete history in downstream apps.
Obtain Client ID and Secret, configure redirect URL, and test the connection.
Map the GHL fields to Zapier fields, like contactId, businessId, taskId, and noteId.
Run end-to-end tests and enable automation.
Metaview acts as the bridge between GHL’s Contacts API and Zapier App Connector, allowing you to pull and push contact data within automated workflows. It handles authentication and endpoint orchestration so you can focus on building your flows. The primary endpoints you’ll leverage include reading a contact, its tasks, and notes to assemble complete contextual data. This enables rich downstream automations without manual data stitching.
You’ll authenticate to GHL using OAuth2 or API credentials configured in your Zapier app, with the scope typically set to read-only for safe access. Zapier stores the access token and refreshes it as needed. Ensure your app’s credentials are kept secure and that you refresh tokens before expiry to avoid interruptions in automated runs.
The most commonly used endpoints are GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to pull tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/ for listing contacts or business-scoped lists like /contacts/business/:businessId. For write operations, POST, PUT, and DELETE endpoints are used as needed to manage contacts and tasks.
In Zapier, you can test endpoints by running a test action or trigger in your Zap. Use sample data to validate authentication, field mappings, and pagination. Review API responses in the task history and adjust mappings to ensure downstream apps receive the correct values.
Yes. You can create or update tasks for a contact via POST /contacts/:contactId/tasks and modify or complete tasks with PUT endpoints. This enables onboarding sequences, follow-ups, and renewal tasks to be automated directly from your Zap.
Rate limits depend on your GHL plan and API usage. Plan for typical daily quotas and implement exponential backoff in your Zapier flows to gracefully handle limits and retries without data loss.
The API endpoint list is provided in the Metaview documentation within your GHL integration setup. You can also view supported endpoints in your app’s connector configuration and refer to the endpoint summary here for a quick reference.
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