Use OAuth 2.0 to obtain access tokens for the Contacts API. In the GHL developer portal create an app, request the required scope and store tokens securely for Zapier connections.
In Zapier, configure the app to use OAuth 2.0 or API keys. Connect securely and refresh tokens as needed to maintain uninterrupted data flow.
– 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: a new contact is created in Contacts API
Actions: create the contact in Zapier, then create associated tasks for follow ups
Method path example: POST /contacts and POST /contacts/:contactId/tasks
Required fields include name, email, task title, due date
Trigger: contact updates in Contacts API
Actions: update contact in Zapier, push changes to CRM and notes store
PUT /contacts/:contactId
contactId, fields to update
Trigger: new notes or appointments in Contacts API
Actions: POST notes to notes endpoint, create appointments
POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments
contactId, note content, appointment time
Automate repetitive tasks without writing code
Build complex workflows with triggers and actions across apps
Scale data syncing across services without custom development
This section defines the core elements and processes for the integration
A specific URL path that performs a defined operation in the API
An authorization framework to obtain access tokens securely
A lightweight mechanism to receive real time updates from apps
A bridge that connects apps via triggers and actions for automation
When a new contact is created in Contacts API, automatically create a follow up task and schedule reminders in your CRM.
Update tags on contacts when tasks are completed to segment audiences and trigger downstream actions.
Consolidate notes and appointment data into a centralized dashboard or spreadsheet for leadership reviews.
Collect OAuth client IDs, client secrets, and scope mappings for the Contacts API
Create triggers and actions, map fields, and test the connections
Run end to end tests, validate data integrity, and monitor for errors after deployment
The GHL Contacts API scope used in this integration is contacts.readonly which allows reading contact data. If you need to create or modify data, you should request the contacts.write scope. Always apply the principle of least privilege and only request the scopes you truly need. When you connect in Zapier, token renewal and expiry are handled automatically for a smooth experience.
No code is not a strict requirement. Zapier App Connector provides triggers and actions that you can configure in the UI to automate flows. Some scenarios may require minor setup like field mapping or using built in filters, but you do not need to write code to get started.
Yes you can create tasks and notes via Zapier using the relevant endpoints such as POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes. Map the required fields and test the actions to ensure correct creation and association with the target contact.
Security is maintained with OAuth 2.0 tokens, encrypted storage, and least privilege access. Zapier stores credentials securely and tokens are rotated automatically. Always use the secure connection and review app permissions regularly.
There are multiple endpoints available for read and write operations as listed in the endpoint section. Depending on your workflow you may use GET for retrieval, POST for creation, PUT for updates and DELETE for removal. Review the endpoint list to pick the ones that fit your automation needs.
Authenticate with GHL using OAuth 2.0. You will register an app in the GHL developer portal, obtain client credentials, and configure redirect URIs. Zapier then completes the token exchange and stores the access token for API calls.
Testing endpoints can be done with Postman or cURL, and within Zapier using test runs for triggers and actions. Verify each endpoint response, check field mappings, and monitor logs for any errors during the test phase.
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