The Contacts API uses OAuth 2.0 with access tokens. Scope: contacts.readonly. Include the Authorization: Bearer Token header in requests and refresh tokens as needed to keep the connection secure.
Quiz Maker authenticates to the Contacts API via your app credentials. In Zapier, configure OAuth 2.0 (or a token-based flow) and test the connection to ensure secure field mapping and data transfer.
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 quiz is submitted; if the contact exists, update their record; if not, create a new contact.
Use POST /contacts/ to create or PUT /contacts/:contactId to update, then optionally add tasks or notes.
POST /contacts/
contactId (optional for create), email, name, quizScore, quizResult
Trigger when quiz score meets a threshold to categorize the lead.
POST /contacts/:contactId/tags to assign a tag set.
POST /contacts/:contactId/tags
contactId, tags
Trigger upon quiz completion to capture insights in notes.
POST /contacts/:contactId/notes
POST /contacts/:contactId/notes
contactId, note, quizResultSummary
Automate contact updates without writing a line of code, using triggers and actions.
Sync quiz data with your CRM instantly to keep contact records current.
Trigger personalized follow-ups based on quiz results with zero coding.
Learn the core concepts: endpoints, triggers, actions, and authentication that power this integration.
Application Programming Interface: a defined set of rules that allows applications to communicate and exchange data.
A real-time notification mechanism that pushes data from one app to another when an event occurs.
A specific URL path in an API that performs an action or retrieves data.
An authorization framework used to obtain access tokens securely for API calls.
Create a new contact when a user completes a quiz to personalize onboarding flows.
Queue a tailored nurture sequence by creating tasks or notes on the contact based on quiz responses.
Tag contacts by score to trigger targeted campaigns and automation flows.
Select a quiz submission as the trigger and map key fields to the Contacts API.
Connect to the Contacts API using OAuth 2.0; run tests to verify permissions and data flow.
Map contact fields, notes, and tags; turn on the automation and monitor results.
Yes. The Contacts API scope allows access to quiz-related data within the defined permissions. Start with read-only access to verify the flow, then request write permissions if needed. Always secure credentials and use token-based authentication. This keeps data safe while you validate triggers and mappings.
Absolutely. When a user submits a quiz, you can create or update the contact record, attach notes, and tag the contact. Use POST /contacts/ for creation and PUT /contacts/:contactId for updates. You can also create tasks for follow-up actions and assign owners as needed.
Key endpoints for quiz-driven automation include GET /contacts/:contactId to read a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, POST /contacts/:contactId/notes to log notes, and POST /contacts/:contactId/tags to apply segmentation tags. These enable end-to-end automation without code.
No coding is required if you use a no-code automation tool like Zapier. You configure triggers, actions, and field mappings through the UI, using OAuth 2.0 for authentication and security.
Use the Test Connection feature in your automation tool to verify permissions and data flow. If issues arise, check token validity, scope, and endpoint paths; adjust mappings and retry until successful.
You can push quiz results as notes, summaries, or custom fields on a contact. You can include the quiz score, responses, and a tailored summary to aid follow-up. Ensure privacy and data handling comply with policy.
Common errors include invalid or expired tokens, insufficient scope, incorrect endpoint URLs, and missing required fields. Resolve by refreshing tokens, confirming permissions, verifying paths, and re-mapping fields. Implement simple retries for resilience.
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Complete Operations Catalog - 126 Actions & Triggers
