Use your GHL API credentials with the required scope (contacts.readonly) to authorize the connection. Keep credentials secure and test the connection before workflows.
In Zapier, add a new connection for the Contacts API by supplying the GHL API credentials. Test the connection to ensure data can flow between GHL and PracticePanther.
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 in GHL to pull the latest details into PracticePanther.
Actions include creating tasks, notes, or scheduling appointments in GHL or PracticePanther based on contact changes.
GET /contacts/:contactId
Required: contactId. Optional: related endpoints to fetch tasks, notes, and appointments.
When a contact is created in PracticePanther, create or update the corresponding contact in GHL.
Actions: POST /contacts/ to create, PUT /contacts/:contactId to update.
POST /contacts/
Key fields: name, email, phone; map to GHL contact fields.
Trigger on updates to a contact’s tasks or notes to keep data in sync across systems.
Actions: Create/Update tasks (POST/PUT), create notes (POST), and schedule appointments as needed.
PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status, content.
Build robust integrations quickly without writing a line of code.
Automate complex workflows between PracticePanther and GHL to save time and reduce manual data entry.
Easily map fields across endpoints and scale your automation as needs grow.
Outline of API elements and the mapping processes used to align endpoints, fields, and actions between GHL, PracticePanther, and the Zapier App Connector.
Application Programming Interface – a set of rules that enables software components to communicate and share data.
A specific URL path in an API used to perform a function, such as GET /contacts/:contactId.
The process of verifying identity and granting access to an API.
A mechanism for real-time data updates by sending a payload to a configured URL when events occur.
Automatically create a GHL contact when a new client is added in PracticePanther and keep basic fields synchronized for instant follow-ups.
Whenever a task is created in GHL, reflect it in PracticePanther and vice versa to maintain a consistent activity trail.
Automate onboarding steps by triggering tasks, notes, and appointments across both systems as soon as a new client enters PracticePanther.
Create and test a secure connection in Zapier, using your GHL API credentials and the required scope.
Select endpoints like GET /contacts/:contactId or POST /contacts/ and map fields to PracticePanther data.
Create a Zap, run tests, review logs, and adjust mappings and triggers as needed.
The GHL Contacts API with the Zapier App Connector enables no‑code automation between PracticePanther and GHL. You can read contact data, fetch related tasks and notes, and trigger actions in either system based on changes to a contact. This setup supports read-only access for safety, with the ability to create or update data via endpoints you authorize, while maintaining data integrity. Note: respect rate limits and API usage guidelines to avoid disruptions.
No traditional coding is required. Set up a Zapier connection, authenticate with your GHL credentials, and map fields between PracticePanther and GHL. If you need more advanced workflows, you can still customize conditional logic within Zapier, but most common scenarios are achievable with point‑and‑click configuration.
Key endpoints include GET /contacts/:contactId to read a single contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId to remove. You can also manage related data such as tasks, notes, and appointments via the associated endpoints. The full Endpoints list is provided in the Endpoint List section for reference.
Security relies on standard API credentialing and encryption in transit. Use OAuth 2.0 or API keys as provided by GHL, limit scopes to the minimum required (e.g., contacts.readonly), and enable Zapier connection testing. Consider IP restrictions or webhook signing where available to enhance protection.
Data deletion is a critical action. Ensure you understand the data flow and retention policies within both systems. Use delete endpoints deliberately and verify that downstream systems reflect the removal to avoid orphaned records.
To test, create a sample Zap in Zapier, run a test pull or push, and review the sample data returned by the endpoints. Check task, note, and contact fields for accuracy, and inspect any error messages to adjust mappings or permissions.
For additional help, consult the official integration docs, Jumpstart guides, and community forums. If you need direct support, reach out to our support team with details about your GHL and PracticePanther accounts and the particular endpoints you’re using.
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Complete Operations Catalog - 126 Actions & Triggers
