To securely access the Contacts API, configure OAuth 2.0 credentials in your GHL developer console, request the appropriate scopes (read for fetches, write for updates), and store tokens securely in Zapier. Use refresh tokens to maintain access.
In Zapier, set up OAuth or API key authentication in your app’s settings and use Zapier’s secure vaults to store tokens. Test connections to verify access to endpoints like GET /contacts/:contactId and POST /contacts/.
Key endpoints you will use in the Pocket integration: – GET /contacts/:contactId — Retrieve a single contact – GET /contacts/:contactId/tasks — List tasks for a contact – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task – GET /contacts/:contactId/notes — List notes for a contact – GET /contacts/:contactId/notes/:id — Retrieve a note – GET /contacts/:contactId/appointments — List appointments for a contact – GET /contacts/ — List all contacts – GET /contacts/business/:businessId — Get contacts for a business – POST /contacts/ — Create a contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a task – PUT /contacts/:contactId/tasks/:taskId — Update a task – PUT /contacts/:contactId/tasks/:taskId/completed — Mark task complete – DELETE /contacts/:contactId/tasks/:taskId — Delete a task – POST /contacts/:contactId/tags — Tag a contact
Trigger: A contact is updated or retrieved in Contacts API to initiate a workflow.
Actions: Retrieve contact data, pull associated tasks, and pull notes for a complete profile.
GET /contacts/:contactId (with related endpoints for tasks and notes)
Key fields: contactId, name, email, phone, lastUpdated
Trigger: New contact created in the app triggers creation in Contacts API.
Actions: POST /contacts/, POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags
POST /contacts/ (and related POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags)
Key fields: name, email, businessId, tags
Trigger: A task or note is updated in Contacts API to trigger downstream actions.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed; PUT /contacts/:contactId/notes
PUT /contacts/:contactId/tasks/:taskId and PUT /contacts/:contactId/notes
Key fields: taskId, contactId, status, noteContent
No-code automation lets you connect Contacts API with Zapier App Connector to automate data flows without writing code.
Rapid integration with pre-built actions and triggers that map directly to Contacts API endpoints.
Scalable automations with secure authentication and robust error handling built into the platform.
This glossary explains essential terms and processes used when connecting the GHL API with the Zapier App Connector, including endpoints, authentication, and data mapping.
The RESTful API provided by GHL to access contacts, tasks, notes, appointments, and other resources.
Authorization framework that grants limited access tokens for securing API calls.
A real-time notification mechanism that sends HTTP callbacks when data changes.
A specific URL in the API that performs a defined operation.
Trigger when a new contact is created to automatically tag and route to workflows for quicker categorization.
Whenever a note is added, automatically update related tasks or statuses to reflect progress.
Send a daily or weekly digest of contact activity to your team via the app.
Create a GHL developer app and obtain client ID and client secret; configure OAuth scopes suitable for read/write access.
Set up the app in Zapier, add authentication, and test connections to endpoints like GET /contacts/:contactId.
Define trigger and action mappings for endpoints such as GET /contacts/:contactId, POST /contacts/, and PUT /contacts/:contactId/tasks/:taskId.
OAuth 2.0 is recommended for access to write-enabled endpoints, but read-only access can be achieved with limited credentials depending on GHL’s policy. If your workflow requires updating contacts, tasks, or notes, OAuth is the safest and most scalable option. Always follow best practices for storing tokens securely in Zapier. In many setups you can start with read-only endpoints to validate connectivity before enabling write permissions.
Read endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. Write endpoints include POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and POST /contacts/:contactId/tags. Mapping these correctly ensures safe data synchronization across systems.
Yes. You can automatically sync notes and tasks by wiring triggers from the Contacts API (e.g., new note or updated task) to corresponding actions in Zapier. This enables end-to-end workflows without manual steps. Always consider latency and rate limits when designing automatic syncs.
Security is managed through OAuth tokens, encrypted storage in Zapier, and least-privilege scopes. Use secure callback URLs, monitor token lifetimes, and implement retry logic to handle transient errors. Avoid exposing credentials in logs and ensure endpoint access is restricted to authorized apps.
No extensive coding is required. The Zapier App Connector provides UI-driven authentication, triggers, and actions that map to GHL API endpoints. Some light field mapping and test runs are typically all that’s needed to automate flows.
Rate limits depend on your GHL plan. If you anticipate high volume, implement backoff strategies and batch requests where supported. Zapier can queue tasks to help distribute calls while staying within limits.
Use the built-in test connection in the Zapier app to verify credentials and endpoint access. Validate by fetching a sample contact, then run a test trigger or action to ensure data flows correctly between systems.
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Complete Operations Catalog - 126 Actions & Triggers
