Use the GHL API credentials with the required scope contacts.readonly to access contact data.
Zapier handles secure connections with OAuth 2.0. Register your Zapier App Connector, obtain client credentials, and configure the proper scopes to read and manage contacts.
Overview of endpoints you’ll use: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; GET /contacts/; 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; GET /contacts/business/:businessId; GET /contacts/:contactId/notes/:id; POST /contacts/:contactId/tags.
Trigger when a Zap requests a contact by ID
Actions: Get contact, List tasks, List notes
GET /contacts/:contactId
Key fields: contactId, include=tasks, include=notes
Trigger on new or updated contact data in Zapier
Actions: Create contact, Update contact
POST /contacts/
Key fields: name, email, phone, status
Trigger when a contact is updated to push related work items
Actions: Create task, List tasks, Create note
POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes
Key fields: contactId, task details, note content
Automate data flows between Contacts API and Zapier App Connector without writing code.
Save time by triggering workflows on contact events and syncing records across apps.
Keep your CRM and downstream tools in sync with scheduled updates and real-time triggers.
Below are the terms you’ll see in this guide: contacts, endpoints, triggers, actions, payloads, and authentication, all explained for quick reference.
A person in your CRM whose information is stored in the Contacts API.
A specific API route you call to perform an action.
An event that starts a Zap or workflow.
The data sent in a request or received in a response.
Set up a Zap to create a new Contact record whenever a new lead is captured in your source system.
When a contact’s status changes, update the task in your project board.
Create a task and a note whenever a contact is added to your CRM.
Register your Zapier App Connector, obtain credentials, and set the scopes for Contacts API.
Choose trigger events (New/Updated contact) and map actions (Get, Create, Update, Attach tasks notes) to your Zap.
Run end-to-end tests, verify data integrity, and flip the switch to automate.
Yes, this setup is designed for no-code users. You can connect the Zapier App Connector to your Contacts API account in minutes. Start with a simple trigger like New or Updated Contact, then map actions to update tasks or create notes, all without writing code.
Authentication is handled by OAuth 2.0 through Zapier’s standard flow. You will configure a client in the GHL portal and authorize access to the contacts scope. This keeps your data secure while enabling read and update operations.
Common tasks use the standard endpoints such as GET /contacts/:contactId to fetch a contact, POST /contacts/ to create a new contact, and PUT /contacts/:contactId to update an existing contact. For related data, use GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes.
You can create tasks via POST /contacts/:contactId/tasks. Notes creation isn’t exposed in this API version, though you can read notes with GET /contacts/:contactId/notes and attach notes to tasks as part of your workflow.
Rate limits apply to requests in this integration based on your GHL plan. Monitor remaining quota in the API response headers and design your Zapier workflows to minimize calls by batching and using triggers efficiently.
Yes, you can update existing contacts using PUT /contacts/:contactId. Map fields carefully to avoid overwriting important data and test updates in a staging Zap.
Testing is built into Zapier’s platform. Run test actions and triggers, verify sample responses, and validate end-to-end flow from contact creation to related tasks and notes before going live.
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Complete Operations Catalog - 126 Actions & Triggers
