Access to the Contacts API requires proper authorization. Use OAuth 2.0 with the scope ‘contacts.readonly’ to read contact data. Store tokens securely and refresh before expiry to maintain uninterrupted access.
The Zapier App Connector uses its own OAuth flow to access OpenCRM on your behalf. Ensure the connection is authorized with the necessary permissions to read contacts and related resources.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — List notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a single note; GET /contacts/:contactId/appointments — List appointments for a contact; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts by business; contacts.write — write permission; 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 as completed; 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 OpenCRM, starting a Zap to sync data to your marketing tools.
Actions: create or update a contact in OpenCRM, add notes, or log tasks.
POST /contacts/ to create; PUT /contacts/:contactId to update
Key fields: contactId, email, firstName, lastName, phone, businessId
Trigger when a task is created, updated, or marked complete in OpenCRM.
Actions: create, update, or complete a task in OpenCRM.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, title, dueDate, status
Trigger: tags added/removed or notes updated for a contact.
Actions: add tags, create notes, and attach notes to contacts.
POST /contacts/:contactId/tags; POST /contacts/:contactId/notes
Key fields: contactId, tagName, noteId
Automate routine CRM tasks without writing a line of code.
Keep contact data synchronized across apps in real-time.
Launch multi-app workflows quickly with a drag-and-drop builder.
Overview of the main elements: endpoints, authentication, data mapping, triggers and actions, and error handling.
A URL you call to perform a specific action in the GHL Contacts API.
Authorization framework that grants access to resources on behalf of a user.
Token used to authenticate API requests after a successful login.
Permissions granted to an app defining what data can be read or modified.
Pull contact data from OpenCRM and push to your marketing tools to enrich profiles.
Create tasks in OpenCRM from triggers in other apps to ensure follow-ups.
Attach notes to contacts based on events to keep history complete.
Complete OAuth flow for both the GHL API and the Zapier app, granting the required scopes.
Select fields to sync: names, emails, tasks, notes, and tags.
Test the connection and enable automation in Zapier.
You can automate contact creation, updates, task management, notes, and tagging across apps. Build triggers from OpenCRM and drive actions in other tools to streamline workflows.
Permissions depend on the endpoint. Ensure the OAuth scope includes contacts.readonly for read actions and contacts.write for create, update, or delete. The Zapier app will request these during connection. If more access is needed, adjust scopes in your OAuth settings.
Use OAuth 2.0 with proper redirect URIs; complete the OAuth flow for both the GHL API and the Zapier App Connector; store tokens securely and refresh as needed.
The available endpoints include reading contacts, tasks, notes, and appointments. The Endpoint List section enumerates them with brief descriptions. New endpoints may be added over time.
Yes. Create and update operations are supported via POST and PUT. For example, POST /contacts/ creates a contact and PUT /contacts/:contactId updates an existing one.
Test the connection in Zapier, simulate triggers, and review responses. Verify OAuth credentials, endpoints, and scopes; check error messages, and use logs for troubleshooting.
Rate limits vary by plan and endpoint. Refer to your account documentation for quotas and retry guidance; contact support if you hit limits or need higher quotas.
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Complete Operations Catalog - 126 Actions & Triggers
