Authenticate API requests using OAuth 2.0 tokens or a stable API key to securely access contacts notes tasks and appointments.
Novocall stores and uses the authorized credentials to securely call the Contacts API via Zapier app connector. Use your API key or OAuth credentials to authorize calls.
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 new contact is created or updated in Novocall during a call
Actions: create or update the corresponding contact in the Contacts API and map key fields such as name email and phone
POST /contacts/
name, email, phone, contactId
Trigger: a new or updated task in Novocall for a related contact
Actions: create or update a task in the Contacts API under the correct contact and map due date and status
POST /contacts/:contactId/tasks
contactId, taskId
Trigger: a new call note is added in Novocall
Actions: create or update a note in the Contacts API and attach to the relevant contact
POST /contacts/:contactId/notes
contactId, noteId
No code setup with Zapier App Connector enables quick deployment without developer help
Real time data sync between call activity and the CRM reduces manual data entry
Centralized customer history across calls notes tasks and appointments
Key elements and processes include triggers actions endpoints authentication and data mapping
A set of endpoints that allow apps to read and write data from the Contacts API
A secure authorization framework used to obtain access tokens for API calls
A URL path that represents an API function such as retrieving a contact or creating a task
An individual in the CRM whose data includes name email phone notes and tasks
Create a new contact in the Contacts API when a call is logged in Novocall including key fields
Automatically generate follow up tasks in the Contacts API after a call ends in Novocall
Store summarized call notes directly on the associated contact in the CRM
Register your app and obtain an API key or OAuth client in GHL and configure in Zapier
Choose triggers from Novocall and actions for the Contacts API map fields
Run tests monitor logs and switch to live once you see success
The connection uses HTTPS and OAuth 2.0 tokens; API keys can be rotated as part of routine credential management. Zapier handles secure transmission and storage of credentials. Always follow your organization secure access policies.
No coding skills are required to set up triggers and actions in Zapier. For advanced needs you can use built in filters and formatter tools to tailor data. If you need deeper customization consider a developer review.
For basic syncing you can start with read only endpoints like GET /contacts/:contactId and write endpoints for creating or updating contacts. As you expand you can add tasks notes and appointments endpoints.
Yes you can sync notes and tasks in both directions with proper field mapping. Plan for conflict resolution and timestamp based updates to avoid duplicates.
Use OAuth refresh tokens and rotate API keys on a regular schedule. Store tokens securely and monitor expiry to automate renewals where possible.
If you hit rate limits implement retries with exponential backoff and respect quota guidance. Consider batching requests or upgrading plan if needed.
Yes API changes require updating the Zapier workflow. Review provider changelogs and test mappings after updates to ensure continuity.
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Complete Operations Catalog - 126 Actions & Triggers
