Requests to the Contacts API require a valid access token and proper scopes. Use OAuth or a service token to authorize data exchange between GHL and the Zapier App Connector.
Configure the Zapier App Connector to securely authenticate with the Contacts API. Use OAuth credentials, client IDs, and secret management to protect credentials.
– 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 GHL to push updates to Zapier.
Actions: create or update contact, assign tasks, add notes to the contact.
GET /contacts/:contactId
Key fields: contactId, email
Trigger on new or updated tasks linked to a contact.
Actions: create tasks, update task status, link to contact.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger when notes are added or modified for a contact.
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Build automations without code using triggers and actions.
Set up multi-step workflows to sync contacts, notes, and tasks across systems without writing code.
Reduce manual data entry and improve data accuracy through real-time updates.
Definitions of core concepts used in this guide: endpoints, triggers, actions, data fields, and your data flow between GHL and connected apps.
API: A set of rules that enables software components to communicate and exchange data.
Trigger: An event that starts an automation in Zapier, such as a new or updated record.
Endpoint: A specific URL path in the API that performs a defined operation.
Workflow: A sequence of steps that runs automatically in response to a trigger.
Use tags to route contacts to different automation paths based on tags.
Create follow-up tasks automatically when notes are added or status changes.
Aggregate data from Contacts API into a unified dashboard in your BI tool.
Obtain your API access and configure OAuth in the App Connector.
Choose the endpoints you need (e.g., get contact, tasks, notes) and align data fields.
Run tests, validate data flow, and set up alerts for failures.
You can automate contact creation, updates, and task assignments between GHL and connected apps. This enables real-time data flow without manual entry. Leverage triggers for changes and actions to keep all systems in sync, reducing duplicate records and improving accuracy.
No traditional coding is required; you configure triggers, actions, and field mappings within the Zapier App Connector. Advanced users can add custom logic if needed, but many automations work with drag-and-drop setup. Start with templates and adapt them to your exact data model for faster results.
Commonly used endpoints include GET /contacts/:contactId for retrieval, GET /contacts/:contactId/tasks for tasks, and POST /contacts/ to create new contacts. These form the backbone of CRM automation workflows. Additional endpoints for notes, appointments, and tags help round out a complete contact management workflow.
Use OAuth or API tokens to authenticate between GHL and the App Connector. Store credentials securely, rotate secrets regularly, and apply least-privilege scopes to limit access. Always test authentication in a sandbox environment before going live to prevent data exposure or workflow failures.
Yes. When configured with real-time webhooks or polling triggers, data can sync as changes occur. Depending on the plan and rate limits, you can tune frequency to balance immediacy with quota usage. Monitor dashboards and set alerts to catch any delays or errors early.
You can map core fields such as contactId, email, name, phone, and notes to corresponding fields in connected apps. Complex mappings may include nested data like tasks and notes associated with a contact.
API rate limits and quotas vary by plan. Refer to the GHL API documentation and Zapier App Connector limits for current thresholds, and implement retry logic to handle transient errors gracefully.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
