Access to the Contacts API is protected by OAuth 2.0 with the scope set to contacts.readonly. Your app will obtain a token and use it to securely call endpoints on behalf of a user.
Zapier App Connector uses a standard OAuth 2.0 flow to connect with GHL. After you authorize, credentials are stored securely and reused for subsequent requests.
– GET /contacts/:contactId — Retrieve a single contact – GET /contacts/:contactId/tasks — Retrieve tasks for a contact – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task – GET /contacts/:contactId/notes — Retrieve notes for a contact – GET /contacts/:contactId/notes/:id — Retrieve a specific note – GET /contacts/:contactId/appointments — Retrieve appointments for a contact – GET /contacts/ — List all contacts – GET /contacts/business/:businessId — List contacts by business – contacts.write — Permission to modify contact data – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a task for a contact – PUT /contacts/:contactId/tasks/:taskId — Update a task – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed – DELETE /contacts/:contactId/tasks/:taskId — Delete a task – POST /contacts/:contactId/tags — Add tags to a contact
Trigger on contact updates to automatically pull or push related tasks, notes, and appointments to your app via Polar.
Actions: Upsert contact, create or update a task, and add a note.
GET /contacts/:contactId
contactId, contact fields: name, email, phone, company
Trigger on new or updated contacts to start or modify workflows in your app.
Actions: Upsert contact, add or update tasks, attach notes.
PUT /contacts/:contactId
contactId, fields: firstName, lastName, email, phone, businessId
Trigger on changes to tasks, notes, or appointments to sync updates to your app without modifying GHL data.
Actions: Get contact’s tasks, notes, appointments; read-only fetch.
GET /contacts/:contactId/tasks, /notes, /appointments
contactId, taskId, noteId, appointmentId
Quick setup: create automations in minutes without writing code.
Prebuilt triggers and actions for common CRM workflows streamline integration.
Secure by design: read-only access is recommended for monitoring and reporting.
The following terms describe how the GHL Contacts API, its endpoints, authentication flow, and data mapping work within the Polar Zapier integration.
Application Programming Interface: a defined set of rules that lets apps talk to each other and exchange data.
An authorization framework that issues access tokens to secure API calls without exposing user credentials.
A specific URL in an API that performs a function and returns data.
Permissions granted to an app to access particular resources within an API.
When a new contact enters GHL, automatically create a starter task in your app to guide follow-up.
Pull notes from GHL during updates and attach them to the corresponding customer record in your app.
Create calendar events or reminders in your app when GHL tasks are due or completed.
Complete the OAuth flow to grant access to the GHL Contacts API for your app.
Select endpoints and map fields between GHL and your app using Polar’s tooling.
Run tests, set up error handling, and monitor the integration in Zapier.
With scope set to ‘contacts.readonly’, your app can read contact data, lists, notes, tasks, and appointments but cannot modify them. This keeps your data safe while you validate workflows. If you later need to write data (create/update contacts or tasks), you can request broader permissions and rerun the connection flow to grant additional scopes.
Although a developer isn’t strictly required, some familiarity with OAuth flows and API endpoints will help. The Polar templates and Zapier connectors are designed for low-code setup. If you’re not comfortable, consider engaging a consultant or using step-by-step guides.
Yes. Many read-only endpoints exist for retrieving contacts, tasks, notes, and appointments. You can use GET calls to monitor data without risking changes. For write operations, you would need the appropriate scope and consent from the GHL account owner.
Use the Zapier test feature in the connector, or run a manual test with sample data. Check for API errors in logs and ensure the mapping aligns with your app fields. Enable test mode in deployment and verify data flow before going live.
Yes. All endpoints use HTTPS with OAuth tokens. Data in transit is encrypted, and access is controlled by the granted scopes. Follow your organization’s security policies and audit access tokens regularly.
Map GHL fields to your app’s fields using the built-in field-mapping tools. Start with essential fields (name, email, phone) and expand to custom fields like businessId. Test the mapping with a sample contact to ensure accuracy.
Write access is available by requesting additional scopes when you set up the connection. You may need admin approval and re-authentication. Consider using write-enabled flows only for trusted integrations to minimize risk.
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Complete Operations Catalog - 126 Actions & Triggers
