Authenticate using the GHL API credentials and the requested scope (contacts.readonly) to securely authorize access.
Configure secure storage for the API credentials in the Zapier app and reuse them in each workflow.
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 when a contact is accessed to pull related tasks and notes.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
GET /contacts/:contactId and related endpoints
contactId, taskId, noteId
Trigger when a new contact is created to automatically create an initial task
Actions: POST /contacts/, POST /contacts/:contactId/tasks
POST /contacts/; POST /contacts/:contactId/tasks
contactId, taskId
Trigger when a task is completed to sync status back to Contacts API.
Actions: PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId
Faster integration setup without custom development.
Automated data flow across contacts, tasks, notes, and appointments.
Easier maintenance with centralized connectors and standard API patterns.
Definitions of endpoints, triggers, actions, methods, and fields used in the integration.
A URL path and HTTP method used to access a resource in an API.
An event in one system that starts a Zap in Zapier.
An operation performed by the app in response to a trigger.
The process of verifying identity to access an API, typically via OAuth or API keys.
Set up a zap to clean duplicate contacts and tag them for easy segmentation.
Route tasks to teammates when a contact reaches a milestone.
Create notes from important events and trigger follow-up actions.
Obtain your API key or OAuth credentials and set the required scopes.
In Zapier, create a new connection for the Contacts API and securely store credentials.
Run tests to verify endpoints and deploy the live automation.
The Contacts API exposes endpoints for managing contacts, tasks, notes, and appointments. You can read and write data depending on your scopes. Begin by authenticating and establishing a connection via Zapier App Connector.
Supported methods include OAuth-based authentication and API key usage where applicable. Use the required scope contacts.readonly to access read-only data.
No heavy coding is required; use Zapier’s connectors to map triggers and actions. Some light scripting can be used for advanced transformations.
Test endpoints using Zapier’s test connection and the API’s sandbox or live environment. Validate responses and error handling.
Rate limits depend on your GHL plan. Plan for retries and exponential backoff in your workflows.
Use status codes, retry logic, and alerts to handle failures. Implement retry rules in Zapier or in your app logic.
Yes. You can map fields between GHL’s data model and the App Connector to ensure data flows correctly.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
