Choose secure authentication (OAuth2 or API key) with the Contacts API scope set to contacts.readonly to begin. Ensure your credentials are stored safely in both apps.
Configure OAuth2 or an API key in Zapier to securely access the GHL Contacts API. Use your client ID, secret, and appropriate redirect URIs.
Core endpoints include retrieving a contact, listing tasks, notes, and appointments, creating and updating contacts, notes, tasks, and tags, as well as deleting records. These endpoints enable scenarios like syncing contact data, managing tasks, and attaching notes and tags to contacts.
Trigger: New or updated contact in GHL drives task synchronization in Zapier.
Actions: Get tasks (GET /contacts/:contactId/tasks), update a task (PUT /contacts/:contactId/tasks/:taskId), and mark completed (PUT /contacts/:contactId/tasks/:taskId/completed).
GET /contacts/:contactId/tasks
contactId, taskId
Trigger: Contact update in GHL triggers notes and tag actions in Zapier.
Actions: Create notes (POST /contacts/:contactId/notes) and add tags (POST /contacts/:contactId/tags).
POST /contacts/:contactId/notes
contactId, noteId, tags
Trigger: New contact created in GHL to kick off a workflow in Zapier.
Actions: Create contact (POST /contacts/), assign tags (POST /contacts/:contactId/tags).
POST /contacts/
contactId, tags
Automate data flows between GHL and Zapier without custom code.
Fast setup using reusable Zap templates for common contact tasks.
Centralized control over permissions via scope and app settings.
Core concepts include API endpoints, authentication, and data fields used to manage contacts, notes, tasks, appointments, and tags in GHL via the Zapier App Connector.
An interface that allows apps to request and modify GHL Contacts data programmatically.
A specific URL in the API that performs a defined operation (e.g., retrieve a contact or create a task).
The process to verify identity and grant access to the API (OAuth2 or API key).
A permission boundary for API access that defines what data you can read or modify.
When a new contact is created in GHL, automatically add initial notes, assign default tags, and schedule an intro task via Zapier.
Create a multi-step task sequence for onboarding, follow-ups, and renewal reminders.
Attach meeting notes on creation and trigger reminders for next steps.
Set up OAuth2 or an API key in both apps and verify access to the contacts.readonly scope.
Run test requests for a sample contact, notes, and tasks to confirm permissions and data flow.
Create a Zap that triggers on contact creation and orchestrates actions across endpoints.
You can authenticate with OAuth2 or API keys depending on your security policy. OAuth2 is recommended for user-based access; API keys are suitable for server-to-server integrations. In Zapier, select the appropriate auth type in the app connection settings and test the connection using the provided test endpoints.
For syncing, common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and GET /contacts/:contactId/notes. Use POST, PUT, or DELETE as needed for creating or updating data. Where possible, use filters or paging to manage large results.
Rate limits depend on your GHL plan; monitor response headers and implement retry logic with backoff. In Zapier, design workflows to batch calls when possible and avoid exceeding quotas with parallel requests.
Yes. Use POST /contacts/ to create a contact, PUT /contacts/:contactId/tasks to create tasks, and POST /contacts/:contactId/tags to assign tags. You can also attach notes with POST /contacts/:contactId/notes.
Use GET /contacts/:contactId/notes to fetch a contact’s notes. Notes can be used to provide context for follow-ups or to trigger next steps in your Zapier workflow.
Filtering can be done with query parameters where supported, or by retrieving a list and applying filters within Zapier. For complex criteria, design multi-step Zaps that fetch subsets and route results accordingly.
To delete a contact, call DELETE /contacts/:contactId. Be mindful of cascading data such as tasks and notes; consider archiving or exporting related data before deletion.
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Complete Operations Catalog - 126 Actions & Triggers
