Access to GHL data requires a secure OAuth 2.0 flow. Generate an access token in the GHL developer console and configure it in your Zapier connection.
In Zapier, connect the app using OAuth or an API key, then keep credentials confidential and rotate as needed.
GET /contacts/:contactId — Retrieve a single contact and summary GET /contacts/:contactId/tasks — List 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 all contacts GET /contacts/business/:businessId — Retrieve contacts by business 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 PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task complete DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: when a contact is created or updated in GHL, pull the latest profile, tasks, notes, and appointments into Zapier.
Actions: create or update a contact in GHL from Zapier; fetch and attach tasks, notes, and appointments.
Methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Key fields: contactId, firstName, lastName, email, phone
Trigger: a new or updated task for a contact occurs in GHL, push a notification or create a record in a project tool via Zapier.
Actions: list tasks, update task status, create tasks from templates in Zapier.
Methods: GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, title, status
Trigger: notes are added or updated on a contact, or tags are changed.
Actions: pull notes, create notes, add or update tags in GHL from Zapier.
Methods: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, POST /contacts/:contactId/tags
Key fields: contactId, noteId, tagIds
Build powerful automations without writing code.
Maintain data consistency across systems with real-time syncing.
Reuse Zap templates to scale workflows quickly.
Key terms and processes used in this integration guide are defined below to help you implement with confidence.
The RESTful interface that exposes contacts, notes, tasks, and more from GHL for programmatic access.
A specific URL and HTTP method used to perform an action against GHL.
The process to verify identity and authorize access to GHL data from the Zapier App Connector.
An HTTP callback URL that GHL or Zapier can call to notify on changes in real time.
Use endpoints to pull new lead data and drive an onboarding sequence in Zapier.
Trigger on task updates and route alerts to messaging apps or PM tools.
Orchestrate notes, tasks, and tags to power a decision-ready AI workflow in your CRM.
Create the Zapier connection, authorize GHL access, and verify the token.
Map contact, task, note, and tag fields between GHL and your app.
Create Zaps that respond to data changes and perform actions in downstream apps.
First, authenticate using OAuth 2.0 in the GHL developer console and securely store the access token in Zapier. In your Zapier app, connect using the GHL connection and select the Contacts API scope. Test the connection to ensure you can fetch a contact record. Next, verify that your token has the contacts.readonly scope and that you can retrieve /contacts/:contactId to pull a contact profile before building your Zap.
Yes. Use endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks to craft multi-resource Zaps. Build a test Zap that pulls data from GHL and routes to your target app. You can also paginate through /contacts to pull multiple records as needed. Consider using query parameters for filtering by business or contact status.
Yes. Use POST /contacts/ to create a new contact and PUT /contacts/:contactId to update existing records. When mapping data from Zapier, ensure required fields like email and name are populated. Use defined fields to prevent duplicates.
GHL data remains within your account and is accessed via OAuth tokens. Make sure to store tokens securely, rotate secrets periodically, and follow best practices for API rate limits. Consider using webhooks to reduce polling.
In Zapier, run a test during setup to confirm endpoints return expected fields. Use the built-in test feature to call GET /contacts/:contactId and inspect the response. If you see missing fields, adjust the field mappings in your Zap.
Most plans have rate limits. Plan accordingly and batch requests when possible. Use conditional logic in Zapier to avoid hitting limits unnecessarily. If needed, implement a retry strategy with exponential backoff.
You can find endpoint references in the GHL API docs or within Zapier’s app configuration screen for the connector. The ENDPOINTLIST section above provides a concise reference to each endpoint and its use.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
