To access the GHL Contacts API via Zapier, obtain an API key or OAuth token with the contacts.readonly scope. Use the token in the Authorization header as Bearer {token} when calling endpoints like GET /contacts/:contactId.
In Zapier, connect the app using OAuth2 or API Key credentials provided by your GHL integration setup. Store tokens securely and refresh as needed.
GET /contacts/:contactId – Retrieve a single contact by ID. GET /contacts/:contactId/tasks – List tasks for a contact. GET /contacts/:contactId/tasks/:taskId – Retrieve a specific task for a contact. GET /contacts/:contactId/notes – List notes for a contact. GET /contacts/:contactId/notes/:id – Retrieve a specific note for a contact. GET /contacts/:contactId/appointments – List appointments for a contact. GET /contacts/ – List all contacts. GET /contacts/business/:businessId – List contacts for a specific business. contacts.write – Endpoint scope to write contacts data. 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 for a contact. PUT /contacts/:contactId/tasks/:taskId – Update a task for a contact. PUT /contacts/:contactId/tasks/:taskId/completed – Mark a task as completed. DELETE /contacts/:contactId/tasks/:taskId – Delete a task for a contact. POST /contacts/:contactId/tags – Create or assign tags to a contact.
Trigger: A contact is created or updated in GHL; automatically pull in related tasks and attach them to the corresponding contact in Office 365.
Actions: Create or update contact; fetch tasks; create notes; log appointments in Office 365. Use GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, and related endpoints to keep data in sync.
Methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, businessId, noteId, appointmentId
Trigger: A new contact is added to a business in GHL; reflect the addition in Office 365 notes and contact lists.
Actions: GET /contacts/, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes; keep notes synchronized across apps.
Paths: GET /contacts/, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
Fields: businessId, contactId, noteId
Trigger: A task in Office 365 is updated; mirror the change in GHL.
Actions: PUT /contacts/:contactId/tasks/:taskId – update task details; PUT /contacts/:contactId/tasks/:taskId/completed – mark as completed.
Paths: PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Fields: contactId, taskId, completed
Automate cross-platform workflows without writing code.
Centralize contact data between GHL and Office 365 for consistent insights.
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This glossary covers core concepts and processes used in the GHL Contacts API and Zapier App Connector integration.
Application Programming Interface that enables programmatic access to data and functions.
Open standard for token-based authorization to access protected resources.
A callback mechanism that notifies your app of events in real time.
Defined permissions granted to a token determining accessible endpoints and actions.
Automatically tag contacts in GHL based on Office 365 data when a Zap runs.
Convert calendar events into GHL tasks and assign to owners.
Mirror meeting notes into GHL notes for quick reference.
Create an app in Zapier, obtain client credentials, and authorize the connection to GHL.
Select the contacts.readonly scope and add the required endpoints for your workflow.
Choose triggers from GHL and actions in Office 365 to automate across apps.
To access contacts data in GHL via Zapier, you typically need the readonly scope (contacts.readonly). If you require write operations (create, update, delete), you will also need additional scopes and proper app permissions. Ensure your OAuth or API key is stored securely and never exposed in client-side code. For read-only workflows, you can safely pull contact data, notes, and basic details without modifying the source records.
Authentication between GHL and Zapier is usually done via OAuth2 or API keys. In OAuth2, you redirect users to grant access and then exchange a code for tokens. Tokens should be stored securely and refreshed automatically before expiration. If your setup uses API keys, include the key in the Authorization header per the API specification and rotate credentials periodically.
Most read endpoints (like GET /contacts/:contactId, GET /contacts/:contactId/tasks) support retrieval only. Create, update, and delete operations require write-enabled endpoints (POST, PUT, DELETE) and appropriate scopes. Always verify endpoint support in your GHL app configuration before attempting mutations.
Rate limits apply to both GHL and Zapier sides. If you hit limits, stagger requests, implement retries with exponential backoff, and consider batching where supported. Monitor responses to adjust frequency and payload size accordingly.
Yes. Depending on the endpoint, you can filter by fields like businessId, contactId, or noteId. Complex searches may require multiple calls (e.g., list contacts for a business, then fetch notes for each contact). Build Zapier logic to combine results as needed.
Batch processing is limited by the API design. Some endpoints support batch-like patterns via multiple calls in a single workflow, while others require individual calls per record. Plan your automation flow to parallelize where safe and respect rate limits.
Zapier task history and app logs provide visibility into connection status, trigger events, and failed runs. Use the Zapier dashboard and your GHL app logs to diagnose issues; enable detailed logging where available and capture error codes for faster remediation.
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