To begin, create a GHL API client and obtain your credentials. Use OAuth 2.0 to request access with the scope you need (contacts.readonly). Store tokens securely and refresh as needed before making calls to endpoints like GET /contacts/:contactId or POST /contacts/.
In Zapier, connect RD Station as the app to trigger and push data. Complete the OAuth or API key flow to grant access to contacts, tasks, notes, and appointments.
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; GET contacts.read; 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 created or updated in RD Station to keep contact data synchronized in GHL.
Actions: create or update a contact in GHL; optionally push related tasks or notes.
Example method paths: POST /contacts/ and PUT /contacts/:contactId
Key fields: contactId, email, name, and tags
Trigger: task update in RD Station triggers a corresponding task in GHL.
Actions: create/update tasks, mark as completed, assign to contacts.
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, status, dueDate
Trigger: note creation or update in RD Station
Actions: create notes in GHL and attach to the related contact
Paths: POST /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id
Key fields: noteId, contactId, content
No-code data synchronization between RD Station and GHL eliminates manual exports and imports.
Build powerful automations in Zapier without writing code, using triggers, actions, and filters.
Faster onboarding for sales and marketing teams with a centralized data flow.
Key elements include API endpoints, HTTP methods, OAuth credentials, data fields, and the data flow between RD Station and the GHL Contacts API. Understanding these helps you design reliable automations.
An Application Programming Interface that allows two apps to communicate. In this page, the GHL Contacts API exposes endpoints like GET /contacts/:contactId to retrieve data.
A mechanism for receiving real-time notifications from RD Station or GHL when certain events occur, such as a contact update.
OAuth is a secure authorization protocol used to grant access to both RD Station and GHL data without sharing passwords. Tokens must be refreshed.
A specific URL path for an API action, such as POST /contacts/ to create a contact.
Automatically create or update a contact in GHL when a new lead is created in RD Station, including initial notes and tags.
Push status changes (e.g., qualified, unqualified) from RD Station to update contact fields in the GHL system.
Create and assign follow-up tasks in GHL based on RD Station activity, with due dates and reminders.
Register API credentials in GHL and authorize RD Station access to your contact data.
Define how RD Station fields map to GHL Contacts API fields and which endpoints to use.
Run tests with sample contacts and enable logging and alerts for ongoing monitoring.
You can sync core contact data, including names, emails, and custom fields, between RD Station and GHL. This enables a unified customer view across platforms. The integration also supports syncing related data like tasks and notes where configured. Always test mappings before going live. Ensure critical fields like email are mapped correctly to avoid duplicates and maintain data integrity during bi-directional syncs.
No coding is required thanks to Zapier’s app connector and prebuilt actions. You simply configure triggers, actions, and field mappings in a visual editor. For advanced needs, you can add filters and multi-step paths.
Zapier and API endpoints have usage quotas. Plan accordingly and implement retry logic. If you hit limits, consider batching updates or scheduling syncs during off-peak hours.
Yes. The Endpoints include contacts, tasks, and notes, so you can involve all three objects in flows. You can create, update, and correlate them through the same workflow.
Use OAuth credentials and keep tokens secure. Rotate secrets periodically and use secure storage. RD Station and GHL provide guidance on best practices.
Conflicts are typically resolved by last-write-wins or by applying a conflict resolution strategy you choose in Zapier. Logs and retries help diagnose issues.
View logs and audit trails in Zapier task history and in your RD Station and GHL dashboards if available. You can also configure alerts to monitor failures.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
