Authenticate securely using OAuth2 or API keys as supported, with the scope set to readonly to access contact data.
In Zapier, configure authentication once and reuse tokens for subsequent requests to the Contacts API, storing credentials securely and following best practices.
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 fetched or changes to keep Zapier workflows up to date.
Actions include: Get contact details, pull related tasks, notes, and appointments.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger on new or updated tasks for a contact to start a Zap.
Actions: List and create tasks; fetch notes.
GET /contacts/:contactId/tasks
taskId, status, dueDate
Trigger when a note or appointment changes to drive automation.
Actions: Retrieve notes and retrieve appointments.
GET /contacts/:contactId/notes
noteId, id, title
Quick, code-free integration between the Contacts API and the Zapier App Connector.
Automate contact workflows and data sync without writing custom code.
Secure, scalable data access with centralized authentication and token handling.
This glossary defines common terms: contactId (the unique identifier for a contact), endpoint (a resource URL), trigger (an event that starts a Zap), action (an operation performed by a Zap), and field mappings between GHL data and Zapier fields.
Unique identifier for a contact in the Contacts API.
A URL path representing a resource in the API (for example, /contacts/:contactId).
An event in the workflow that starts a Zap or automation.
An operation performed on a resource as part of a Zap workflow.
Create a Zap that captures form submissions and automatically creates or updates a contact in the Contacts API, then triggers follow-up tasks or notes.
When a task is created or due, trigger reminders, assign owners, and log progress to keep teams aligned.
Sync notes and appointments between GHL and other apps to maintain a single source of truth.
Obtain an API key or OAuth token for the Contacts API with the readonly scope, and grant access to Perspective.
Enter credentials in the Zapier App Connector settings and test the connection to ensure access.
Select resources like: contacts, tasks, notes; map API fields to Zapier fields and set up triggers and actions.
The Contacts API exposes endpoints to retrieve contacts, tasks, notes, and appointments, enabling data to flow into Zapier workflows. Use the GET endpoints to fetch current data for a contact and its related records. For write operations, you would use the POST, PUT, or DELETE endpoints when you have the appropriate permissions enabled. Tip: start with read-only access to validate data mapping and triggers before enabling write permissions in your app configuration.
Authentication is typically handled via OAuth2 or API keys, with the correct scope (contacts.readonly) granting read access to contact data. In Zapier, configure the connection in the App Connector and test connectivity to ensure tokens are accepted. Remember to store credentials securely, rotate tokens regularly, and respect rate limits to keep integrations stable.
With the basic read-only scope, you can fetch contact data but writing requires additional permissions and endpoints (e.g., POST /contacts). Ensure your app configuration requests the appropriate scopes and that the GHL account allows write access when needed. Always test consequences of write operations in a sandbox or staging environment before deploying to production.
Notes are available via GET /contacts/:contactId/notes (and notes/:id for specific notes). Appointments are accessible via GET /contacts/:contactId/appointments. These endpoints let you pull contextual information to enrich Zapier workflows. You can combine notes and appointments with other contact data to create richer automations.
To trigger automations, configure triggers in Zapier based on polling a contact or related records (e.g., on fetch, on new note, or on new task). You can then chain actions to update other apps or create records back in GHL. If supported, webhooks can provide near real-time triggers; otherwise schedule-based polling ensures data freshness without excessive calls.
API rate limits depend on your plan and the API usage rules; plan for bursts and implement backoff strategies. Use pagination for large lists and cache results where possible. Monitor responses (including 429 status) and build retries into your Zap workflows to maintain reliability.
When mapping data, align field types and names between GHL and Zapier. Map essential fields like contactId, name, email, and phone, and handle optional fields gracefully. Validate data formats to avoid type mismatches in Zaps. Test end-to-end flows with representative data to catch edge cases and ensure data integrity across apps.
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Complete Operations Catalog - 126 Actions & Triggers
