Use a secure API key or OAuth flow to authorize requests to the Contacts API endpoints, then grant the Zapier App Connector the permissions it needs to read and manage contacts, tasks, notes, and more.
Connect the Zapier App Connector to your Contacts API by linking a configured connection, selecting the appropriate scope, and testing credentials to ensure successful calls to 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: Retrieve contact details when you need the latest profile, tasks, notes, or appointments.
Actions: Use GET endpoints to fetch contact data, its tasks, notes, and related records on demand.
Representative methods include GET /contacts/:contactId and related subpaths to fetch tasks, notes, and appointments.
Key fields: contactId, taskId, businessId, and noteId identify records across the Contacts API.
Trigger: New or updated contact data to keep systems in sync.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; PUT /contacts/:contactId/tasks/:taskId to update tasks.
Methods: POST /contacts/, PUT /contacts/:contactId, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId
Key fields: contactId, taskId, id
Trigger: Task updates or new notes trigger downstream actions.
Actions: Manage tasks and notes via POST, PUT, and DELETE endpoints to reflect work status.
Example paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, id
Automate data flow without writing code by connecting the Contacts API to Zapier App Connector.
Rapidly deploy workflows that sync contacts, tasks, notes, and appointments across your stack.
Reduce manual data entry, eliminate duplication, and improve accuracy with automated data pipelines.
This glossary defines terms like Contact, Task, Note, Endpoint, and common process flows used when integrating the Contacts API with the Zapier App Connector.
A person record in the Contacts API containing personal details and linked records such as tasks, notes, and appointments.
A to-do item associated with a contact that can be created, updated, completed, or removed.
A text entry attached to a contact to capture additional context or OCR results.
A specific API path that performs a defined action on a resource.
Capture OCR data and automatically create or update a contact in the Contacts API via Zapier App Connector.
When OCR identifies tasks, create or update tasks in the Contacts API and push updates to your PM tool.
Append notes to a contact from OCR results and schedule reminders in your workflow.
Create and authorize credentials with the Contacts API, select the scopes for reads and writes, and test the connection.
Add the OCR Web Service step, specify the endpoints, and map OCR fields to contact fields.
Run end-to-end tests, verify data integrity, and enable monitoring.
The Contacts API provides endpoints to retrieve contacts, their tasks, notes, and appointments, as well as create, update, or delete records as needed. Use GET requests to fetch data and POST/PUT/DELETE to modify resources. For a full list, refer to the Endpoints section above. You can combine these calls in your Zapier workflows to assemble a complete view of each contact.
Authentication is handled via API key or OAuth flow. Configure a secure connection in the Zapier App Connector and grant the necessary scopes (e.g., read and write for contacts, tasks, notes). Test the credentials to ensure all calls succeed before deploying the workflow.
Yes. The integration is designed for no-code use via Zapier. You can create, update, and manage contacts, tasks, and notes without writing code by configuring actions, triggers, and data mappings in your Zapier flows.
Notes and appointments are accessible through dedicated endpoints. You can fetch, create, or update notes and appointments and attach them to the relevant contact records. This enables a complete, contextual view of a contact over time.
Key fields include contactId for identifying the person, taskId for tasks, noteId for notes, and businessId for business associations. Use these identifiers to perform precise reads and updates across related resources.
Start with a test Zap that hits a retrieval endpoint, then validate data mappings, error handling, and retries. Monitor logs in Zapier and the API to verify responses and ensure data remains consistent across systems.
The full endpoints list is shown in the Endpoints section of this guide. It enumerates resources for contacts, tasks, notes, appointments, and more, including paths to create, update, delete, and query data.
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