Access the GHL API using OAuth 2.0, request the edges of the contacts.readonly scope, and configure your Zapier app to securely store tokens and refresh them automatically.
In Zapier, connect APPNAME by adding the GHL credentials and granting access to the Contacts API endpoints. Use OAuth tokens stored securely by 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: A new or updated contact in GHL triggers a sync to APPNAME.
Actions: Pull contact details, fetch tasks and notes, and push to APPNAME to create or update records.
GET /contacts/:contactId
Key fields: contactId, email, firstName, lastName
Trigger: New or updated tasks for a contact
Actions: Create, update, or mark tasks complete in GHL from APPNAME.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status
Trigger: New notes or appointments linked to a contact
Actions: Create notes and fetch appointments to reflect in APPNAME
GET /contacts/:contactId/notes
Key fields: contactId, noteId, appointmentId, timestamp
Automate repetitive data syncing without writing code.
Keep records in sync across GHL and APPNAME in real time.
Build scalable workflows with triggers and actions for your team.
Understand endpoints, authentication, triggers, actions, and data mapping between GHL and APPNAME in this guide.
The GHL API exposes resources like contacts, tasks, notes, and appointments for integration
A portion of the GHL API focused on managing contact records and related data.
A specific URL plus an HTTP method used to perform an action in the API.
A mechanism for receiving real-time notifications from GHL when events occur.
Whenever a Planyo booking is created, automatically create or update a corresponding contact in GHL via the Contacts API.
Automatically generate tasks in GHL when a booking requires follow-up actions, and reflect status in APPNAME.
Attach notes to contacts in GHL when notes are added in Planyo, and view from APPNAME.
Connect your GHL account and authorize Zapier App Connector to access Contacts data (scope: contacts.readonly).
Choose which fields to sync and configure triggers such as on-create or on-update.
Create a Zap to automate workflows between GHL and APPNAME, then run end-to-end tests.
The GHL Contacts API provides access to contact records and related data like tasks, notes, and appointments. It enables apps to read and manage contacts within GHL. Paragraph 2: Use cases include syncing leads to CRM workflows, automating follow-ups, and keeping booking data aligned with your CRM.
You typically authenticate via OAuth 2.0. When using the Zapier App Connector, your credentials are stored securely by Zapier and refreshed automatically. Scope should include at least contacts.readonly. Paragraph 2: For write operations, request appropriate scopes and ensure least privilege.
Common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and more. The full list is in the endpoint section. Paragraph 2: Review the endpoint list to plan integration patterns.
Map fields by selecting source fields from GHL and destination fields in APPNAME. Use Zapier’s field mapping and transform utilities to normalize data types, dates, and IDs. Paragraph 2: Validate mappings with test records before going live.
Yes. You can configure triggers for on-create or on-update events, and set actions to create or modify related records in APPNAME or GHL. Paragraph 2: Combine multiple steps in a single Zap for end-to-end automation.
Security is handled via OAuth, token rotation, and encrypted storage in Zapier. Use least-privilege scopes and monitor access. Paragraph 2: Rotate tokens periodically and audit access if needed.
For examples, check the documentation, sample Zaps, and the support hub. You can also ask the community or our support team. Paragraph 2: Reach out via the support portal for tailored guidance.
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Complete Operations Catalog - 126 Actions & Triggers
