The Contacts API uses access tokens with scopes such as contacts.readonly to securely access contact data. Obtain credentials, set the appropriate scopes, and test connections to verify permissions before going live.
Connect Reddit Lead Ads to authorize the app with the necessary permissions. Use OAuth-style flow or API key mechanisms to establish a trusted link with the Contacts API while respecting data access scopes.
GET /contacts/:contactId – fetch a single contact; GET /contacts/:contactId/tasks – list tasks for a contact; GET /contacts/:contactId/tasks/:taskId – fetch a specific task; GET /contacts/:contactId/notes – retrieve notes for a contact; GET /contacts/:contactId/notes/:id – retrieve a single note; GET /contacts/:contactId/appointments – fetch appointments; GET /contacts/ – list all contacts; GET /contacts/business/:businessId – get contacts by business; POST /contacts/ – create a new contact; PUT /contacts/:contactId – update a contact; DELETE /contacts/:contactId – delete a contact; POST /contacts/:contactId/tasks – create a task; PUT /contacts/:contactId/tasks/:taskId – update a task; PUT /contacts/:contactId/tasks/:taskId/completed – mark task as completed; DELETE /contacts/:contactId/tasks/:taskId – delete a task; POST /contacts/:contactId/tags – add tags to a contact.
Trigger: A new Reddit lead is captured.
Actions: Create or update the contact in Contacts API, attach lead notes, and create a follow-up task.
Method path: POST /contacts/ for new leads; PUT /contacts/:contactId for updates.
Key fields: id, name, email, lead_source, created_at.
Trigger: Periodic batch of Reddit leads.
Actions: Map fields, enrich with notes, update tags, and create tasks as needed.
Method path: POST /contacts/ (bulk create) or individual POST calls.
Key fields: lead_id, name, email, reddit_username.
Trigger: Updates from Contacts API to Reddit Lead Ads.
Actions: Create notes and tasks in Contacts API based on Reddit lead events and reflect status changes back to Reddit.
Method path: PUT /contacts/:contactId/tasks/:taskId and PUT /contacts/:contactId/notes/:noteId.
Key fields: contactId, taskId, noteId, status.
Automate lead capture to CRM in real-time without custom development.
Centralize contact history with tasks, notes, and appointments for better visibility.
Leverage a no-code workflow via Zapier App Connector for rapid setup.
Core elements include contacts, tasks, notes, appointments, and the API endpoints used to manage them.
Individuals or leads stored in your CRM; the primary data object in the Contacts API.
Reminders or to-dos associated with a contact that help you manage follow-ups.
Notes attached to a contact, providing context and history for your team.
A specific API URL path used to access or modify data in the system.
Show how a new Reddit lead instantly creates or updates a contact in Contacts API and triggers a welcome task.
Automatically enrich new leads with notes and tags pulled from public profiles or prior interactions.
Aggregate lead data, task status, and note activity into a concise CRM report for stakeholders.
Obtain credentials, set scopes (e.g., contacts.readonly), and test the connection to ensure authorized access.
Define field mappings between Reddit lead fields and Contacts API fields; choose endpoints for create, update, and retrieval.
Create triggers for new leads, configure actions to create/update contacts, notes, and tasks automatically.
You can sync core contact data such as name, email, lead source, and timestamps from Reddit Lead Ads into Contacts API. Additionally, you can bring along associated activities like notes and tasks to maintain context. Ensure mappings align with your CRM schema for accurate records. For best results, test with a sample lead before going live.
Authentication typically involves obtaining an access token with the required scopes (e.g., contacts.readonly). Configure your OAuth or API key flow to securely exchange credentials, then verify the connection with a test lead. Rotate credentials periodically and monitor access logs for security.
You can both create new contacts and update existing ones. Use POST /contacts/ for new leads and PUT /contacts/:contactId to update existing records. Proper idempotent design ensures duplicates are minimized when mapping fields.
Notes and tasks can be created or updated as part of lead processing. When a lead is captured, you can automatically add a note with source details and create a follow-up task. Updates to tasks (like completion) can be reflected back to the contact timeline.
Data access is controlled by scopes such as contacts.readonly. Use secure storage for credentials, enforce least-privilege access, and review permissions regularly. Ensure that only intended endpoints are exposed to the integration.
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Complete Operations Catalog - 126 Actions & Triggers
