Authenticate using your GHL credentials within the Zapier flow. The available scope is contacts.readonly to begin with. Follow prompts to authorize and test the connection.
Zapier will guide you through OAuth or API key setup. After granting access, Zapier tests a sample call to verify the connection.
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 contacts.write 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: Contact created or updated in GHL
Actions: fetch contact details, create/update an Offorte proposal, attach notes
GET /contacts/:contactId
id, email, name, phone, lastUpdated
Trigger: Task created or updated for a contact
Actions: GET /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed, update milestone data in the proposal
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: Note created or updated for a contact
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
GET /contacts/:contactId/notes
noteId, content, author, createdAt
Automate cross-application data sync without writing code
Keep contact, task, and note data consistent across systems
Speed up proposals and client follow-ups with automated workflows
An at-a-glance look at core data elements and the common processes used in this integration.
An individual in the Contacts API with identifiers like id, name, email, and phone.
A to-do item linked to a contact to track actions and deadlines.
A short message attached to a contact for context or guidance.
A specific API URL path used to perform an operation on the Contacts API.
When a contact changes stage, automatically generate a tailored proposal in Offorte and link it to the contact record.
Trigger reminders and tasks in your workflow when a contact’s tasks move to a certain status.
Use notes to trigger nudges for your proposals and reminders.
The scope for this integration is contacts.readonly, which allows reading contact data. If you need to modify data, you would require additional permissions and a different scope.
Authentication is done via OAuth or API key setup in the Zapier flow. You’ll authorize access to your GHL account and grant the necessary scope.
Supported endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/ to fetch lists. Additional endpoints like POST, PUT, DELETE exist for full management as needed.
Yes. Triggers can be configured for new or updated notes and tasks, enabling real-time automation in your proposals and related workflows.
No coding is required. The Zapier App Connector provides a no-code interface to connect GHL Contacts API with your tools.
Data handling follows standard security practices, including encryption in transit and at rest, with access controlled by OAuth scopes and app permissions.
Sample templates and workflows are available in the Zapier App Connector gallery and the Rankr knowledge base for quick start guides.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
