Authenticate API access using your GHL credentials and the appropriate OAuth or API key mechanism. The integration uses the contacts.readonly scope for read access.
Zapier App Connector uses OAuth 2.0 to securely connect to GHL; configure a connected app and authorize the necessary scopes.
Key endpoints include 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 contact is created or updated in Contacts API.
Actions: upsert contact, pull related tasks and notes, and synchronize fields to connected apps.
GET /contacts/:contactId
Key fields: contactId, email, phone
Trigger: changes to a contact’s tasks or notes.
Actions: create or update tasks, create notes, link to contact, and update statuses.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: new or updated notes or appointments for a contact.
Actions: create notes, schedule appointments, fetch related records.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, appointmentId
Faster deployment with drag-and-drop automation; no custom development needed.
Shared data between your GHL CRM and connected apps via Zapier for a unified workflow.
Scalable automations that grow with your business needs and team processes.
Core elements and processes covered: endpoints, authentication, triggers, actions, methods, and the data fields used in the integration.
A record in GHL representing a person, customer, or lead.
An action item linked to a contact used to track work.
A piece of text or information attached to a contact.
A scheduled meeting or call with a contact.
Automatically create or update a contact in GHL when a new form submission is received via Zapier.
Pull tasks and notes into Zapier so you can trigger processes from a single workflow.
Create calendar events or reminders when notes or tasks are updated to keep teams aligned.
Obtain credentials for both GHL and Zapier and authorize the connection.
Select endpoint paths like /contacts/:contactId and /contacts/:contactId/tasks to define data flow.
Create workflows that react to triggers and perform actions such as creating tasks or notes.
You’ll authenticate using the GHL provided credentials and authorize the connection with OAuth 2.0 or an API key, depending on your setup. Ensure the application has the contacts.readonly scope to read data and the ability to request other scopes as needed. If using OAuth, grant consent prompts to allow data access for your Zapier app. If using an API key, keep it secure and rotate regularly.
The integration can utilize core endpoints such as listing contacts, fetching a single contact and related tasks, notes, and appointments. You can also create, update, and delete contacts and tasks, fetch business data, and manage contact tags. Use these endpoints to build automations that fit your workflow.
No coding is required if you use Zapier’s visual workflow builder. You can map fields, set triggers, and configure actions with drag-and-drop simplicity. For complex logic, you can still add conditional paths or webhooks, but the base setup is no-code.
Yes. You can create automations that pull in tasks and notes when changes occur on Contacts, or push updates back to GHL. This ensures both systems stay aligned without manual data entry.
Use Zapier’s built-in test feature to validate the trigger and action steps. Verify that the data maps correctly, endpoints respond as expected, and that rate limits are respected during tests. Adjust scopes and permissions if needed.
Required fields typically include a unique contactId, along with identifying fields like email or phone. Optional fields can include name, company, and custom fields. Ensure field mappings align with your application needs.
Rate limits are documented in your GHL API plan. Monitor usage in Zapier logs and add backoff and retry logic in your automations to stay within limits.
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Complete Operations Catalog - 126 Actions & Triggers
