Use OAuth 2.0 with the scope set to readonly (contacts.readonly) to securely access contact data via Zapier App Connector.
Authenticate the Zapier App Connector with GHL using OAuth 2.0, then exchange tokens to authorize actions like reading and listing endpoints.
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 on new or updated contact using GET /contacts/:contactId.
Actions include fetch contact details, pull related tasks and notes, and attach data to Plumsail Documents.
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger when tasks are created or updated: GET /contacts/:contactId/tasks
Actions: create, update, and mark complete tasks
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate
Trigger on notes events: GET /contacts/:contactId/notes
Actions: fetch, add, and update notes
GET /contacts/:contactId/notes
Key fields: id, note content
Automate data sync between your CRM and documents without writing code.
Create multi-step workflows with triggers and actions in minutes.
Secure access with scoped permissions and token-based authentication.
A concise glossary of API terms, endpoints, scopes, and authentication workflows.
A URL and HTTP method used to access a resource in an API.
An authorization framework that issues access tokens to third-party apps.
Granular permissions granted to an app to access specific data.
A token that authorizes API requests on behalf of a user or app.
Automatically create tasks for new contacts and route documents in Plumsail.
Attach notes to contacts and trigger reminders or document generation.
Batch update multiple contacts and propagate changes to documents.
Set up OAuth 2.0 and scopes (contacts.readonly) in Zapier App Connector.
Select endpoints like GET /contacts/:contactId and related resources as needed.
Build automations that trigger on contact updates and task changes.
The scope is contacts.readonly, which allows reading contact data. For write access, request additional scope from your administrator or API provider. In Zapier, this ensures safe, read-only automation unless you upgrade permissions. You can still build powerful read workflows that keep your data current.
Yes, there are endpoints for creating and updating contacts, tasks, and notes (POST/PUT). Examples include POST /contacts/ to create a contact and PUT /contacts/:contactId to update. Use these endpoints to push updates from your automations into the CRM and documents.
Authenticate using OAuth 2.0; you will obtain access and refresh tokens. Ensure the Zapier app connection is configured with the proper client credentials and redirect URLs. Re-authenticate if tokens expire.
Endpoints include a variety of read and write operations such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and more as listed in the endpoint overview.
Rate limits depend on the API plan and usage. If you reach limits, you may need to space requests or upgrade your plan. Implement exponential backoff in your automations where possible.
Yes. You can retrieve notes with GET /contacts/:contactId/notes and manage note data via POST and PUT operations. Notes are useful for documenting communications and triggering follow-ups.
Test connections using Swagger/OpenAPI or cURL to ensure endpoints respond as expected. In Zapier, use the test trigger and test action steps to verify data flow between the app and GHL.
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Complete Operations Catalog - 126 Actions & Triggers
