Access the GHL Contacts API by authenticating with OAuth 2.0. Request the contacts.readonly scope to view contacts, tasks, notes, and appointments. Use your GHL developer credentials (client_id and client_secret) to obtain access and refresh tokens, then securely store and refresh them as needed.
In Zapier, configure OAuth 2.0 for the connection to the GHL Contacts API. Provide the client_id, client_secret, and redirect URL, and test the connection to ensure tokens can be refreshed automatically within Zapier.
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 created or updated, fetch the contact’s tasks to sync data to downstream apps.
Actions: Use GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull the latest data, then map fields to your Zapier action steps.
Sample methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: Contact data changes initiate a task creation or update in AgilePlace.
Actions: POST /contacts/ to create a contact, PUT /contacts/:contactId/tasks to add a task, and relate them.
Methods: POST /contacts/, PUT /contacts/:contactId/tasks
Key fields: contactId, taskId, businessId
Trigger: Tag changes or task completion events trigger downstream updates.
Methods: PUT /contacts/:contactId/tasks/:taskId/completed, POST /contacts/:contactId/tags, PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, id
Fast, code-free integration between Planview AgilePlace and your CRM or other apps using a visual workflow builder.
Automated data syncing and real-time triggers reduce manual updates and errors.
Flexible data mapping and conditional logic to tailor workflows without writing code.
Overview of the main elements and processes: API endpoints, authentication, triggers, actions, and data mapping that connect GHL Contacts API with Zapier App Connector.
A specific URL path that lets you access or manipulate a resource on the API server.
A standard authorization framework that issues access tokens to authorize API requests securely.
A credential used to authenticate API requests, usually short-lived and refreshable.
The data sent to or received from an API in JSON or similar formats.
Whenever a contact’s data changes, automatically create or update a related task in AgilePlace using the Contacts API via Zapier.
Push contact notes into a team activity feed to keep stakeholders aligned in real time.
Automatically apply tags and business classifications to contacts based on API data to improve search and routing.
Obtain OAuth 2.0 credentials for the Contacts API and configure your Zapier app to request the correct scopes.
Select endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks and map response fields to Zapier fields.
Create Zaps that trigger on data changes and test thoroughly across edge cases.
Answer: Authentication is handled via OAuth 2.0. You’ll request the appropriate scopes (such as contacts.readonly) during the OAuth flow, then exchange authorization codes for access tokens. Use refresh tokens to maintain long-lived connections. Always store tokens securely and rotate credentials periodically. This setup ensures that your Zapier App Connector can access the Contacts API without exposing user credentials in your workflows.
Answer: The integration exposes endpoints for reading contacts, tasks, notes, and appointments, as well as creating and updating records (e.g., POST /contacts/, PUT /contacts/:contactId/tasks). You can also manage tags and mark tasks as completed. Refer to the endpoint list to pick the calls you need and map their response fields into Zapier actions.
Answer: No heavy coding is required. This is designed as a no-code/low-code bridge using Zapier triggers, actions, and field mappings. You can compose automations by selecting endpoints, configuring data fields, and wiring steps in a visual workflow. If you need custom logic beyond the built-in options, you can add conditional logic or multi-step paths within Zapier.
Answer: Use the data mapping interface in Zapier to align API response fields (e.g., contactId, taskId, notes) with your Zapier fields. Define how nested objects should map to your destination app, and use filters to route data based on values. This keeps data consistent and ensures downstream apps receive the expected structure.
Answer: Yes. You can create and update tasks via POST /contacts/:contactId/tasks and modify them with PUT /contacts/:contactId/tasks/:taskId. You can also create new contacts with POST /contacts/ and add tags with POST /contacts/:contactId/tags. This enables full lifecycle management of tasks and notes within your automations.
Answer: Handle errors with Zapier’s built-in retry logic and exponential backoff. Check API response codes, implement conditional paths for rate limits, and log failures for monitoring. Ensure you have proper token refresh handling so that transient auth errors don’t break workflows.
Answer: Data security is maintained via OAuth 2.0 tokens, scoped permissions (e.g., contacts.readonly), and secure storage of credentials. Scope your access narrowly to minimize risk, and follow best practices for API keys and secret management. Review endpoint permissions and rotate credentials periodically to stay compliant.
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