Access the Contacts API securely by using OAuth 2.0 with the scope contacts.readonly. Exchange your credentials for a token and store it safely in Zapier.
When you create the connection in Zapier, you authorize and confirm permissions. Zapier will securely store the tokens and reuse them for every run.
Key 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/; GET /contacts/business/:businessId; 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. This list represents the official endpoints used in the Proofer integration and more endpoints may exist (up to 54).
Trigger: When a contact is retrieved or updated in Contacts API.
Actions: Get contact; List tasks; List notes; List appointments; Update fields as needed.
GET /contacts/:contactId
contactId; includeTasks; includeNotes
Trigger: New or updated contacts sync into your system via Zapier.
Actions: Create contact; Update contact; Add tags; Attach notes.
POST /contacts/
name; email; businessId
Trigger: Task created or updated for a contact.
Actions: Create task; List tasks; Update task status; Mark completed.
POST /contacts/:contactId/tasks
contactId; taskTitle; dueDate; status
Automate data flow without writing code.
Push and pull contact data across apps instantly.
Scale workflows with reusable Zap templates and triggers.
This section defines the core elements and processes used when integrating GHL Contacts API with the Zapier App Connector, including authentication, endpoints, and data mapping.
A Contact is a person or account stored in the Contacts API with fields like name, email, and engagement history.
A Task is a to‑do item linked to a Contact, used to track follow-ups, calls, and emails.
Notes are free-form records attached to a Contact for context and history.
An API route that performs a specific operation in the Contacts API.
Capture new contacts from forms and automatically create or update records in Contacts API, then trigger follow‑up tasks.
Move leads through stages by linking contact creation with task creation and status updates.
Keep a synchronized log of notes and tasks for compliance and reporting.
In Zapier, add a new connection to Contacts API using OAuth 2.0 with scope: contacts.readonly, then test the connection.
Select a trigger such as Contact Retrieved or Contact Updated and map the fields you need.
Add actions like Get Contact, Create Task, or Add Note and configure field mappings.
To connect, you’ll configure a Zapier app connection to the Contacts API using OAuth 2.0 with the required scope: contacts.readonly. Your app will request permissions and receive tokens that Zapier stores securely. Follow the on-screen prompts to grant access and complete a test call to verify the connection. Once authenticated, you can browse endpoints, map fields, and build no‑code automations that move data between Contacts API and your other apps. This setup keeps credentials off your servers and doesn’t require back-end coding.
The authorization process uses OAuth 2.0; you’ll grant access for the Contacts API with scope readonly. Zapier then uses tokens to authenticate requests. If your organization uses API keys, you can also configure a key-based flow if supported, but the standard is OAuth 2.0 with the specified scope.
Common endpoints include retrieving a contact, listing tasks and notes, or creating a contact. You can also fetch appointments or business-specific data as needed. Use Zapier’s test feature to verify responses and understand how data maps into your workflows.
Yes, many actions can be performed without coding by using triggers and actions that call Contacts API endpoints. For more advanced scenarios, you can incorporate Code by Zapier, but most automations are achievable with no-code steps.
Rate limits are enforced by GHL and can vary by endpoint. When building Zaps, avoid bursts and consider batching requests when supported. If you hit limits, implement delays or backoff in your workflows.
In Zapier, you can Test Connection during setup to verify credentials and access. You can also run a sample Zap to confirm data mappings and trigger behavior before going live.
Credentials are stored securely by Zapier using encryption in transit and at rest. If you need to rotate credentials, re-authenticate in Zapier and update your connections to maintain uninterrupted access.
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Complete Operations Catalog - 126 Actions & Triggers
