Authenticate API requests with your GHL credentials. Include the appropriate API key or OAuth token in the Authorization header and ensure the requested scopes include at least contacts.readonly. For write operations, ensure the required scopes such as contacts.write are granted.
Authorize the Zapier App Connector to access your GHL account using OAuth 2.0 or an API key. Store tokens securely, rotate credentials as needed, and follow best practices for credential management within Zapier.
Core endpoints include: GET /contacts/:contactId to retrieve a contact, GET /contacts/:contactId/tasks to fetch tasks, GET /contacts/:contactId/notes to pull notes, POST /contacts/ to create a contact, PUT /contacts/:contactId to update a contact, DELETE /contacts/:contactId to remove a contact, POST /contacts/:contactId/tasks to create tasks, PUT /contacts/:contactId/tasks/:taskId to update tasks, PUT /contacts/:contactId/tasks/:taskId/completed to mark tasks complete, DELETE /contacts/:contactId/tasks/:taskId to delete tasks, POST /contacts/:contactId/tags to apply tags, GET /contacts/ for listing contacts, GET /contacts/business/:businessId to fetch by business, GET /contacts/:contactId/appointments to fetch appointments. These endpoints power PDF generation, task management, notes capture, and contact tagging within the PDFMonkey workflow.
Trigger: Retrieve a contact by ID to fetch current data (GET /contacts/:contactId).
Actions: Retrieve tasks (GET /contacts/:contactId/tasks) and notes (GET /contacts/:contactId/notes) to assemble a complete profile.
METHOD PATH: GET /contacts/:contactId
Required fields: contactId
Trigger: Add a new task to a contact (POST /contacts/:contactId/tasks).
Actions: Create a task (POST /contacts/:contactId/tasks) and update existing tasks as needed (PUT /contacts/:contactId/tasks/:taskId).
METHOD PATH: POST /contacts/:contactId/tasks
Required fields: contactId, task payload (title, due date, status).
Trigger: Update a contact (PUT /contacts/:contactId).
Actions: Update contact data (PUT /contacts/:contactId) and attach tags (POST /contacts/:contactId/tags).
METHOD PATH: PUT /contacts/:contactId and POST /contacts/:contactId/tags
Required fields: contactId, fields to update, tags array.
Speed and ease: connect endpoints without writing code to automate PDF generation and contact workflows.
Consistency: maintain accurate data across systems with centralized, repeatable processes.
Scalability: extend workflows as your needs evolve by adding new endpoints and actions.
This glossary defines APIs, endpoints, authentication, triggers, actions, and data fields that power the integration between the GHL Contacts API and the Zapier App Connector for PDFMonkey.
A set of rules and tools that allows software to communicate over HTTP and exchange data.
A specific URL path that performs a defined operation on an API (e.g., GET /contacts/:contactId).
The process of verifying identity to grant access, typically via API keys or OAuth tokens.
A mechanism for apps to receive real-time data by sending events as they occur.
Automatically trigger PDF creation in PDFMonkey when a contact’s data changes in GHL, then attach the generated PDF to the contact’s notes for quick reference.
Create tasks in GHL when PDFs are generated or updated, and append status details to the contact record to keep teams aligned.
Apply dynamic tags based on PDF content or workflow outcomes to segment contacts for targeted follow-ups.
Obtain your GHL API credentials and confirm the Contacts read/write scopes are enabled for your account.
Use OAuth 2.0 or API keys in App Connector to authorize access and securely store tokens and secrets.
Map GHL Contacts fields to PDFMonkey outputs, run end-to-end tests, and verify PDFs generate correctly and attach to contacts.
You will typically need access to the contacts scope (read) and, for updates, the write scope. This ensures you can retrieve contact data and push changes or create new records as part of automation. Always follow least-privilege principles and refresh tokens regularly. The exact permissions are determined by your GHL account setup and the integration’s requirements.
Yes. Zapier can trigger actions to create or update contacts, tasks, and notes via endpoints like POST /contacts/:contactId/tasks and PUT /contacts/:contactId. Map fields carefully to ensure the right data flows into PDFMonkey after a change is detected in GHL.
If a contact has multiple related items, the integration can fetch lists (e.g., tasks or notes) and paginate results. You can design workflows to handle multiple records, summarize data, or loop through items as needed.
PDFs generated by PDFMonkey are typically stored in your file system or connected storage and linked back to the corresponding contact in GHL via notes or tags. You’ll be able to locate the PDF from the contact’s record and associated notes.
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Complete Operations Catalog - 126 Actions & Triggers
