Authenticate your session to grant the Zapier App Connector access to the GHL Contacts API. Use token-based OAuth 2.0 flow to securely validate requests.
Authorize the Zapier App Connector within your GHL account. This grants read-only access to the Contacts API endpoints defined in your scope and securely stores tokens for ongoing automation.
– 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 – (Note: The remaining endpoints listed in the CSV are write operations and are outside the scope of this read-only guide.)
Trigger: You need to view a specific contact’s profile during a workflow.
Actions: Pull core contact fields (name, email, phone) and related IDs for downstream automation.
GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email, phone
Trigger: When you need to review or summarize a contact’s tasks.
Actions: Retrieve task list to drive reminders or status dashboards.
GET /contacts/:contactId/tasks
Key fields: taskId, title, status, dueDate
Trigger: You want to surface notes for context or summaries.
Actions: Pull notes content and dates for display in dashboards or reports.
GET /contacts/:contactId/notes
Key fields: noteId, content, createdAt
Fast setup with no custom code required in the Zapier App Connector.
Automate data retrieval to power real-time dashboards and reports.
Simple field mapping and triggers that reduce manual work.
Understanding endpoints, authentication, field mapping, triggers, and actions helps you implement reliable read-only data flows between GHL and the Zapier App Connector.
An application programming interface that exposes endpoints to access GHL Contacts data.
A specific URL in the GHL Contacts API used to perform a defined operation.
A standard protocol for authorizing access to apps without exposing user credentials directly.
Connecting fields between GHL and the Zapier App Connector so data flows correctly.
Aggregate contact info, tasks, and notes into a single, actionable dashboard wired through Zapier.
When notes contain keywords, automatically surface or create follow-up tasks in your workflow.
Deliver a weekly digest of contact changes and activity to your team via email or chat apps.
Grant permission from GHL to the Zapier App Connector to read Contacts data.
Select the read-only endpoints you need and align fields between GHL and your app.
Run tests to confirm data flow, then enable automation in your Zapier setup.
Yes—the examples here focus on read-only access to the Contacts API endpoints (GET requests). This allows you to retrieve contact details, tasks, notes, and appointments without modifying data in GHL. If you later need to write data, you would switch to write-enabled endpoints with appropriate permissions. Always follow least-privilege access policies.
This integration is designed to be no-code friendly. The Zapier App Connector provides a visual interface to connect endpoints, map fields, and configure triggers and actions without writing code. Some advanced scenarios may benefit from small configuration tweaks, but coding is not required for core read-only workflows.
The read-only endpoints include 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/, and GET /contacts/business/:businessId. These endpoints let you fetch profiles, tasks, notes, and appointment data without making changes.
Store tokens securely in your Zapier connection settings and use token rotation where available. Do not expose tokens in UI dashboards or logs, and prefer environment-restricted storage. Use OAuth 2.0 flows to refresh tokens automatically when possible.
Yes. You can filter or segment data by contact fields (name, email, phone, custom fields) and by business identifiers when supported by the API. In Zapier, apply filters and search steps to refine which records are retrieved or surfaced in workflows.
If a contact has many tasks, you can paginate results or limit the retrieved dataset in your workflow. Consider batching and incremental pulls to avoid excessive data in one run and to keep automation efficient.
Explore the endpoint list and field mappings in the Zapier documentation and the GHL API reference. You can also review glossary terms within this page and use the creative ideas section to spark new automations.
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