To begin, obtain your Contacts API credentials and grant the Zapier App Connector the requested scopes (for example, contacts.readonly).
The Zapier App Connector uses OAuth 2.0 to securely authorize access to your Contacts API account. Follow in-app prompts to connect, review permissions, and refresh tokens as needed.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) contacts.write 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags
Trigger: When a new contact is created or updated in the Contacts API
Actions: Fetch contact details, pull its tasks, and reflect changes in related systems (e.g., CRM dashboards).
Endpoint path: GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: New or updated note on a contact
Actions: Retrieve, create, or update notes with GET /contacts/:contactId/notes and POST /contacts/:contactId/notes
Endpoint path: GET /contacts/:contactId/notes
Key fields: noteId, contactId, content, createdAt
Trigger: Contact field changes in the Contacts API
Actions: Update contact via PUT /contacts/:contactId and propagate updates elsewhere
Endpoint path: PUT /contacts/:contactId
Key fields: contactId, name, email, phone
Automate complex workflows without writing code, moving data between Contacts API, tasks, notes, and appointments on demand.
Centralize data flows and trigger actions automatically based on contact events.
Scale your automation with reliable retries, logging, and easy troubleshooting.
This glossary covers core terms used throughout the integration: endpoints, triggers, actions, payloads, and data fields.
A record representing a person in the Contacts API, including identifiers and contact details.
A specific URL path in the API that performs a defined operation.
A temporary credential used to authorize API requests and access resources.
The data you send with an API request (in JSON) to create or update resources.
Capture new leads from forms, create Contacts API records, assign starter tasks, and prefill notes to keep teams aligned.
Send a daily digest of new contacts, updates to existing records, and completed tasks to a distribution list.
Trigger personalized workflows when a contact moves stages, such as auto-assigning tasks and sending notes.
Register your app in Zapier, authorize access to Contacts API, and choose the data source.
Select endpoints 1–17 as needed, define triggers, and configure actions.
Run tests with sample data, verify data flows, and monitor error logs before going live.
Yes. Access typically requires admin or developer permissions to configure the Zapier app connection and API credentials. You may need to create an API key or set up OAuth credentials in your GHL and authorize the Zapier app to access your data. If you’re unsure, contact your account admin to enable collaboration features. The process is designed to be secure and auditable. In most setups, once credentials are granted, you can manage permissions from a single dashboard. If you’re new to API integrations, start with the read-only scope to explore endpoints and validate data flows before enabling write access.
The example covers a core set of endpoints you’ll likely use: retrieving a single contact, its tasks, notes, and appointments, plus listing all contacts and basic write operations. It also includes endpoints for updating tasks and adding tags. See the endpoint list in the Endpoint List section for exact paths and methods. You can enable additional endpoints as your automation needs grow.
Use OAuth 2.0 or API keys as provided by the GHL platform. Always store tokens securely (e.g., in a secrets manager), rotate them regularly, and scope them to only what your workflow requires (readonly for testing, restricted write for production). In Zapier, leverage built-in authentication flows and encrypted storage. Regularly review permission scopes and revoke access when not needed.
Yes. The Contacts API supports creating and updating records via endpoints like POST /contacts/ and PUT /contacts/:contactId. When you perform write operations, ensure you validate data formats and respect rate limits. Build idempotent flows where possible to avoid duplicate records, and use proper error handling to retry failed requests.
If a request fails, Zapier can retry based on your configured retry policy. Implement exponential backoff and keep meaningful logs to diagnose issues. Use idempotent endpoints where possible and verify that partial updates don’t leave data in an inconsistent state. Monitor for rate-limit errors and adjust concurrency accordingly.
Start by enabling test mode in the Zapier App Connector and run end-to-end tests with representative data. Check API responses, examine field mappings, and review authentication status. Use sandbox credentials if available and consult the endpoint documentation to confirm required fields. If issues persist, enable verbose logging and reproduce the error step-by-step.
Refer to the endpoint descriptions in the Endpoint List section for paths and fields. The glossary provides definitions for common terms like contact, endpoint, token, and payload. For deeper dives, consult the GHL API reference and Zapier connector documentation, which include field-level descriptions and example payloads.
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Complete Operations Catalog - 126 Actions & Triggers
