Use OAuth 2.0 to authorize Zapier and request the contacts.readonly scope (and any additional scopes your workflow requires). In your GHL developer console, create a client and exchange credentials with Zapier to establish a secure connection.
Zapier supports OAuth 2.0 or API key-based approaches to securely access GHL data. Configure credentials in the Zapier app settings and test the connection to ensure access to the Contacts API.
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: when a contact is updated or when associated tasks are created or changed.
Actions: retrieve contact details and its tasks, then compose a consolidated data object for downstream steps.
Methods/paths: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: new notes or upcoming appointments for a contact.
Actions: pull notes and appointments and enrich with the contact record for context.
Methods/paths: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: notes.id, appointment.id, contactId
Trigger: task created or updated under a contact.
Actions: create or update tasks, and mark as completed when appropriate, all linked to the correct contact.
Methods/paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, status, dueDate
Automate repetitive workflows and synchronize data in real time without writing code.
Centralize processes: trigger actions in Zapier based on changes in GHL data.
Scale integrations across teams with consistent data formats and mapping.
This glossary explains core terms used in GHL API connections and Zapier integrations.
OAuth 2.0 is the authorization framework used to grant Zapier access to GHL data securely.
A specific URL path that performs an action on GHL data, such as retrieving a contact or updating a task.
A way for GHL to send real-time updates to Zapier based on events like contact changes.
A permission set that controls what data your app can access via the GHL API.
Create a Zap that tags new contacts and routes them to appropriate workflows.
Attach contact notes to related tasks for better context.
Create follow-up tasks after new appointments are set.
In your GHL developer console, create an OAuth client and obtain client ID and secret.
In Zapier, set up the GHL app and connect using the OAuth credentials.
Run a test Zap and enable it for production use.
No coding is required. Zapier provides a no-code interface to connect GHL. You can use pre-built triggers and actions or customize with simple workflows.
The connection uses OAuth 2.0 and TLS encryption. You control scopes to limit data access and you can rotate credentials.
Start with read-only endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks to explore data flows before writing updates.
Yes. Zapier lets you map fields from GHL to Zapier fields in each action or trigger step.
Enable automatic retries, implement error handling within your Zap, and use fallback paths when a request fails.
Permissions define what data you can access. Use the scope setting to limit access to contacts only if needed.
API documentation is available in the GHL developer portal and your account’s API docs section.
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