Use OAuth 2.0 or API keys depending on your security requirements. Store credentials securely in your GHL account and refresh tokens as needed.
Configure your Zapier app’s authentication to securely access the Contacts API. Use OAuth 2.0 with a connected app, and request minimal scopes (readonly) where appropriate.
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: New or updated contact in Contacts API; then fetch and push related tasks to Zapier.
Actions: Create or update tasks in the Contacts API; update contact notes; assign tags.
Methods/paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks
Key fields: contactId, taskId, status, dueDate, name, email
Trigger: New contact created in Contacts API; log activity in Zapier.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; POST /contacts/:contactId/tasks to log activity
Methods/paths: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks
Key fields: contactId, name, email, phone
Trigger: Notes or appointments updated for a contact
Actions: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments; POST /contacts/:contactId/notes to add notes
Methods/paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/:contactId/notes
Key fields: contactId, noteId, appointmentId
Automation without code: set up workflows using triggers and actions.
Centralized data flow: sync contacts, notes, tasks, and appointments across apps.
Scalable integrations: reuse steps for multiple contacts and teams.
Definitions of API terms, endpoints, and data concepts to help you design integrations.
A specific URL and HTTP method used to access or modify a resource in an API.
Authorization framework that allows apps to obtain limited access to an HTTP service.
A data object exposed by an API, such as a contact or task.
A callback URL that allows an app to receive real-time data updates.
New contact added in your system automatically creates a contact in GHL via the Contacts API and triggers onboarding tasks.
Bridge task updates between GHL and your project management app using Tasks endpoints.
Automatically pull notes from Contacts API into a knowledge base or CRM notes field.
Create or select a connected app in Zapier; authorize access to Contacts API with the Readonly scope.
Choose endpoints you plan to use and map fields to your apps.
Run test triggers, verify data flow, then enable automations.
You will typically authenticate using OAuth 2.0 with a connected Zapier app. For read-only access, the scope is contacts.readonly. If API keys are used, store them securely and rotate regularly. The Zapier app will guide you through the authorization flow and token handling.
Available endpoints include retrieving contacts, notes, tasks, and appointments, as well as creating and updating contacts and tasks. See the endpoint list for details and mapping suggestions.
Yes, you have read-only access by default with the given scope. You can request elevated permissions if your workflow requires write permissions, subject to approval and security review.
Yes. You can create or update contacts via POST /contacts/ and PUT /contacts/:contactId, and you can create tasks with POST /contacts/:contactId/tasks. Each operation requires proper authentication and scope.
Respect rate limits; implement exponential backoff and retries. The Zapier app will handle retry logic and notify you if limits are hit.
Webhooks are supported to push updates to Zapier. Configure your endpoints in Zapier and subscribe to relevant events.
We provide templates and example workflows in our docs and starter projects within Zapier App Connector.
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Complete Operations Catalog - 126 Actions & Triggers
