Use the provided OAuth or API key flow to authorize Planning Pod for read access to the Contacts API data (scope: contacts.readonly).
Configure a secure connection from Planning Pod to the Contacts API, including storing credentials safely and rotating keys as needed.
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: New contact is created in Contacts API to generate a Planning Pod task
Actions: Create or update Planning Pod tasks, attach relevant notes, and set due dates based on contact data
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: A task in Contacts API is updated
Actions: Update the corresponding Planning Pod task status and notes
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: New note is added in Contacts API
Actions: Create a matching note in Planning Pod and link it to the contact
POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Faster onboarding by syncing contacts and tasks without writing code
Automated workflows reduce manual data entry and human error
Scalable automation that grows with your business
Understand the core concepts: API endpoints, authentication, data mapping, and workflow automations that connect Planning Pod with the Contacts API.
A set of rules that allow different software to communicate and exchange data.
A specific URL path in an API that performs an action or returns data.
Authorization framework enabling secure access without sharing credentials.
A callback URL that gets triggered by events in an app to notify another system.
When a new contact is added in Contacts API, automatically create or update the corresponding client in Planning Pod.
Generate task sequences in Planning Pod when contact-related events occur.
Attach notes to contacts in Planning Pod to trigger reminders and follow-ups.
Set up credentials securely and grant the minimum required scope.
Align data fields between APIs to ensure clean data transfer.
Create Zapier workflows and run end-to-end tests to verify sync.
No-code integration is possible with Zapier, allowing you to connect Planning Pod to the Contacts API without writing code. Start with a simple trigger and action and expand as needed. If you require deeper customization, a few light steps in the Zapier interface are enough to achieve robust automation.
We recommend using OAuth for secure, user-consented access to the Contacts API. For server-to-server scenarios, API keys with restricted scopes work well. Always follow the principle of least privilege and rotate credentials regularly.
For a basic sync, you’ll want endpoints that read contacts, read tasks, read notes, and read appointments, plus create/update notes and tasks. Start with GET /contacts/:contactId and POST /contacts/:contactId/tasks, then build out updates as needed.
Write access is possible if your app configuration grants the necessary scopes. Plan Pod can create and update contacts, tasks, and notes, but ensure you secure credentials and respect rate limits. Test thoroughly in a sandbox.
Security is maintained through scoped permissions, encrypted transport (HTTPS), and secure credential storage. Rotate keys regularly and monitor for unusual activity with alerts.
Use test data, run end-to-end flow tests, and verify mappings. Validate that updates flow correctly between systems and that error responses are handled gracefully.
Error logs appear in the Zapier task history and Planning Pod integration panel. Enable verbose logging, review API response messages, and adjust field mappings to fix issues.
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Complete Operations Catalog - 126 Actions & Triggers
