Authenticate with your GHL API credentials, using the scope appropriate for your needs (e.g., readonly for view-only access). Include the token in the Authorization header when calling endpoints.
PdfFiller accesses the GHL Contacts API via an API key or OAuth token linked to your GHL account. Keep credentials secure and rotate as needed.
Core endpoints you will use 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, and writeable actions: 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; plus the endpoint for writing contacts.
Trigger: a new pdfFiller form submission creates or updates a contact in GHL.
Actions: map form fields to contact fields, create or update the contact in GHL, and attach related notes as needed.
Method path example: POST /contacts/ to create a contact, or PUT /contacts/:contactId to update an existing record.
Key fields: email, firstName, lastName, phone, company
Trigger: a new task is created in pdfFiller
Actions: create or update corresponding tasks in GHL linked to the contact
Method path: POST /contacts/:contactId/tasks to create tasks, PUT /contacts/:contactId/tasks/:taskId to update
Key fields: contactId, taskId, title, dueDate, status
Trigger: note added or updated in pdfFiller
Actions: create or update notes on the related GHL contact
Method path: POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Eliminate manual data entry by auto-synchronizing contacts between pdfFiller submissions and GHL
Automate task creation and note capture to keep teams aligned and up to date
Real-time data flow via Zapier App Connector reduces errors and lag
Overview of the main elements: authentication, endpoints, data mapping, error handling, and testing to ensure reliable syncing between pdfFiller and GHL
An Application Programming Interface that allows software to communicate over the web by requesting and sending data in a defined format.
A specific URL path in an API that performs an action, such as /contacts/:contactId or /contacts/:contactId/tasks.
The process of verifying identity and granting access, typically via tokens or OAuth credentials.
An HTTP callback that triggers when a specified event occurs in an app, enabling real-time updates.
Map pdfFiller form fields to GHL contact properties to auto-create or update records with minimal setup.
Create GHL tasks automatically when a pdfFiller form is submitted, linked to the related contact.
Sync submitted notes into GHL to provide context for teammates and customers.
Obtain API credentials for GHL and connect pdfFiller through the Zapier App Connector.
Map pdfFiller fields to the corresponding GHL contact, task, and note fields.
Run tests, enable the workflow, and monitor runs for any errors.
Start with the Zapier App Connector and the GHL Contacts API. Have your GHL API credentials ready and set the correct scope. Test basic GET requests to verify connectivity. Use sample data to validate mappings before going live.
No heavy coding is required with the no-code Zapier workflow. Some basic JSON or field mapping knowledge helps for advanced mappings.
Key endpoints include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and endpoints to manage tasks and notes. Endpoint 7 and 8 provide list and business access as needed.
Zapier can trigger flows in real-time or on a schedule depending on app events. Endpoints support synchronous responses when applicable.
Use OAuth tokens or API keys securely. Do not embed secrets in client-side code and rotate credentials regularly.
Test endpoints in a sandbox or with test data. Verify HTTP responses, error codes, and data mappings.
API rate limits apply. Plan around quotas and implement retries with exponential backoff.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
