Use OAuth 2.0 or API key authentication as supported by the Contacts API. You will need a client ID, client secret, and a refresh token to securely access data.
Zapier App Connector supports token-based or OAuth flows. Store credentials securely and use sandbox/testing modes during setup.
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, 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 created or updated in the Contacts API (POST /contacts/, PUT /contacts/:contactId).
Actions: Create a task, add notes, and schedule an appointment for the contact (POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, POST /contacts/:contactId/appointments).
Method paths: POST /contacts/ to create, PUT /contacts/:contactId to update
Key fields: contactId, name, email, phone, taskId, noteId
Trigger: New contact created via POST /contacts/ (new lead captured).
Actions: Read contact details, fetch related tasks and notes, pull appointment info (GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments).
Method paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, email, fullName, lastUpdated
Trigger: Contact updated (PUT /contacts/:contactId).
Actions: Update contact fields, create or update tasks, attach notes (PUT /contacts/:contactId, POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes).
Method paths: PUT /contacts/:contactId, POST /contacts/:contactId/tasks
Key fields: contactId, updatedFields, timestamp
Automate workflows without writing code to move contact data between systems.
Orchestrate multi-app processes using triggers, actions, and filters in Zapier.
Kickstart automation faster with templates and ready-made zaps for common contact workflows.
Core elements include endpoints, authentication, triggers, actions, HTTP methods, and fields used to move data between the GHL Contacts API and the Zapier App Connector.
An individual person in your CRM whose data is stored in the Contacts API.
A dedicated API route that performs a specific operation on a resource (e.g., /contacts/:contactId).
An event in an app that starts an automated workflow in Zapier.
An operation performed by Zapier in response to a trigger (e.g., create a task).
Capture form fills from your website and automatically create or update a contact in the Contacts API via Zapier.
When tasks are created or updated in Contacts API, mirror them in your project tool using Zapier actions.
Attach notes from the Contacts API to a central activity log or CRM timeline across connected apps.
Collect API keys or OAuth credentials from the Contacts API and configure them in the Zapier App Connector.
Map the endpoints to Zapier triggers and actions, and set up data transformers if needed.
Run tests, verify data flows, and deploy your automation to production.
Authentication for the GHL Contacts API with APPNAME typically uses OAuth 2.0 or API keys, depending on what the API supports. Start by creating a client in the GHL developer console, then configure the client ID and secret in APPNAME. Use the refresh token mechanism to keep access tokens valid and implement token refresh automatically in your automation flows. Ensure you scope permissions to the needed resources (contacts.readonly, etc.).
The Contacts API exposes read endpoints like GET /contacts/:contactId and GET /contacts, as well as write endpoints like POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. Use read operations to pull data for reporting and to trigger downstream actions; use write endpoints to create, update, or remove contact data. Always test in a sandbox first.
Yes. You can create tasks, notes, and appointments for a contact using Zapier actions mapped to POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, and POST /contacts/:contactId/appointments. These actions help you automate follow-ups and activity tracking without coding.
While no code is required for basic automations, some light configuration—such as mapping fields, setting filters, and testing triggers—is necessary. You can build powerful workflows with drag-and-drop builders in the Zapier App Connector interface.
Security is critical when handling contact data. Use secure OAuth flows, scope access, rotate keys, and store tokens safely. Use encrypted connections (HTTPS) and implement retry/backoff strategies to avoid data loss during outages.
When errors occur, use Zapier’s built-in retry logic and endpoint-specific error messages. Set up idempotent triggers where possible and log failures for troubleshooting. Retry intervals should gradually increase to reduce server load.
API documentation for the Contacts API, including endpoints and authentication details, is available in your GHL developer portal. You can also refer to the Zapier App Connector documentation for building and testing integrations and examples.
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