Grant read-only access to your Contacts data to the Phone-com integration using the Contacts API scope: contacts.readonly.
Configure the Phone-com app to securely store access tokens and to request only the necessary permissions for managing contacts, tasks, notes, and appointments.
GET /contacts/:contactId — retrieve a single contact; GET /contacts/:contactId/tasks — fetch tasks; GET /contacts/:contactId/tasks/:taskId — fetch a specific task; GET /contacts/:contactId/notes — fetch notes; GET /contacts/:contactId/notes/:id — fetch a note; GET /contacts/:contactId/appointments — fetch appointments; GET /contacts/ — list contacts; GET /contacts/business/:businessId — fetch contacts by business; POST /contacts/ — create a contact; PUT /contacts/:contactId — update a contact; DELETE /contacts/:contactId — delete a contact; POST /contacts/:contactId/tasks — create a task; PUT /contacts/:contactId/tasks/:taskId — update a task; PUT /contacts/:contactId/tasks/:taskId/completed — mark a task complete; DELETE /contacts/:contactId/tasks/:taskId — delete a task; POST /contacts/:contactId/tags — assign tags to a contact.
When a new contact is added in Phone-com, create or update the corresponding contact in the Contacts API.
Actions: POST /contacts/ to create a contact; PUT /contacts/:contactId to update; map fields such as name, email, phone, and businessId.
POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, email, fullName, phone, businessId
Trigger when a task is created or updated in Contacts API to mirror in Phone-com.
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Fields: taskId, contactId, title, dueDate, status
Trigger notes and appointments updates to keep both systems aligned.
Actions: GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments; GET /contacts/:contactId/notes/:id; (note: create is not shown in endpoints list).
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments; GET /contacts/:contactId/notes/:id
Fields: noteId, appointmentId, noteContent, appointmentDate
Faster deployment and easier maintenance with no custom coding required.
Near real-time data sync between the Contacts API and Phone-com, reducing manual updates.
Centralized management via the GHL platform with clear visibility into data flows.
Understand core API concepts and how the pieces fit together in the integration between the GHL Contacts API and the Phone-com app.
A specific URL in the API that performs a defined action, such as GET /contacts/:contactId to retrieve a contact.
The process of verifying identity to access the API, typically via OAuth tokens or API keys.
A data object exposed by the API, such as contacts or tasks.
Permissions granted to an app to access resources, for example, contacts.readonly.
Pull new contacts from Phone-com and automatically create or update entries in Contacts API with mapped fields.
Use task and note data to drive lifecycle stages and send follow-ups from Phone-com.
Aggregate endpoint data to build dashboards showing contacts, tasks, notes, and appointments activity.
Obtain an OAuth token and set the scope to contacts.readonly for read-only access.
Create field mappings for name, email, phone, notes, and tasks to ensure data flows correctly.
Run tests in the Zapier App Connector and monitor logs before going live.
The integration uses the contacts.readonly scope to securely pull contact data into Phone-com. This ensures you can view but not modify core contact details from the Phone-com side. For write operations, use the appropriate API credentials in a controlled environment. Always follow least-privilege principles and rotate credentials regularly.
You will interact with endpoints that fetch contacts, tasks, notes, and appointments such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments. Additional endpoints support listing all contacts and managing related data.
Yes. The POST and PUT endpoints allow creating and updating contact records, and you can leverage the tags endpoint to organize contacts. Ensure you handle conflicts and maintain data integrity when syncing from Phone-com.
Notes and tasks are supported. You can read notes and tasks via the corresponding endpoints; create or update actions are supported where listed (tasks) and can be extended with custom automation if needed.
Data sync can be near real-time, depending on your Zapier polling frequency and the API rate limits. You can optimize by batching requests and using efficient field mappings.
No heavy coding is required. Use the Zapier App Connector and prebuilt actions to connect the Contacts API with Phone-com. Some light configuration and mapping are needed.
API rate limits and authentication details are available in your GHL developer docs and in the App Connector configuration. If you need more, consult your API key management and OAuth setup pages.
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Complete Operations Catalog - 126 Actions & Triggers
