Authenticate using the required scope (contacts.readonly) and secure credentials to establish a connection between the Contacts API and the Zapier App Connector.
Create a connected account in Zapier using OAuth2 or API Key, store credentials securely, and rotate them regularly.
Available 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, 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: New or updated contact; Action: fetch contact details and start a workflow
Actions: Create tasks, add notes, update tags based on contact changes to automate processes
GET /contacts/:contactId
Required fields: contactId; Optional: fields, include to tailor the response
Trigger: Ticket creation event from PassKit; Action: update contact record and ticket linkage
Actions: Attach ticket metadata to the contact, create related notes, and update contact status
PUT /contacts/:contactId
Required: contactId; Fields for update: name, email, tags, and ticket references
Trigger: Appointment created or updated; Action: create or update related tasks and notes
Actions: Log appointments, create tasks, and attach notes to the contact profile
GET /contacts/:contactId/appointments
Required: contactId; Optional: appointmentId, status
Build automations quickly without writing code; connect data flows across systems in minutes
Keep CRM, PassKit, and task systems in sync in real time
Easily scale ticket workflows for events and campaigns
Key concepts, elements, and processes you’ll encounter when integrating API endpoints with Zapier App Connector
A URL that exposes a specific function of a service, allowing apps to read or modify data.
A method to verify identity and permissions before allowing API access (e.g., OAuth2, API keys).
GET, POST, PUT, DELETE describe the actions you can perform on resources.
The data you send with POST or PUT requests to create or update resources.
Trigger on New Contact and automatically generate a PassKit ticket; send confirmation to the contact
Map contact notes to support tickets to streamline case handling and history
Aggregate tasks, notes, and appointments into a daily digest email for stakeholders
Authenticate, select a trigger event (e.g., New Contact), and test the connection
Map fields from Contacts API to PassKit actions and CRM updates
Run tests, enable live automation, and monitor for errors with alerts
The connection uses secure OAuth2 or API keys with encrypted storage. Access is scoped to read-only for standard data and can be extended with additional permissions as needed. Regular credential rotation and least-privilege access minimize risk. You’ll also be able to monitor API activity from the Zapier app console.
For ticket-related workflows, endpoints like GET /contacts/:contactId, GET /contacts/:contactId/appointments, and POST /contacts/:contactId/tasks are commonly used to pull contact data, schedule or verify events, and attach tasks. Use ENDPOINTLIST as a reference to tailor the exact workflow to PassKit events.
Yes. You can read contact data and write updates (e.g., add notes, create tasks, update tags) through supported endpoints. Ensure your connection scope matches the operations you perform and test in a staging Zap before going live.
No coding is required. The Zapier App Connector provides a visual workflow designer where triggers, actions, and data mappings are configured via UI. Advanced use cases can leverage filters and multi-step paths, but code is not necessary.
Use the Test feature in Zapier to simulate triggers and actions with sample contact data. Validate field mappings, run through end-to-end scenarios, and then deploy with monitoring enabled to catch any misconfigurations.
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Complete Operations Catalog - 126 Actions & Triggers
