Authenticate to the Contacts API using OAuth 2.0 with a minimal scope set to contacts.readonly for read access. This keeps your data secure while enabling powerful workflows.
Authorize the Zapier App Connector to access your GHL data. Use OAuth 2.0 or API tokens as supported by the connector and store credentials securely in Zapier.
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; Permissions: 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 contact is created or updated in GHL, Zapier starts a workflow to sync data.
Actions: upsert the contact in the destination app, attach tasks or notes, and log activity.
Key endpoints: GET /contacts/:contactId and GET /contacts/:contactId/tasks for related data.
Fields: id, email, firstName, lastName, phone, status, tags.
Trigger: scheduled pull every 15 minutes to fetch all contacts by business using GET /contacts/business/:businessId.
Actions: upsert multiple contacts, create or update notes and tasks in batch.
Endpoints: GET /contacts/business/:businessId.
Fields: id, email, name, businessId, lastActive.
Trigger: new or updated notes or tasks on a contact.
Actions: create or update notes and tasks in destination apps.
Endpoints: GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks.
Fields: contactId, noteId, taskId, content, status, dueDate.
Automate multi-step workflows without writing code.
Keep data synchronized across systems without manual data entry.
Test, tweak, and deploy quickly with a visual interface.
A concise glossary of API terms and the core data flows used in this integration.
An interface that lets software communicate and exchange data securely.
A standard protocol for granting secure access without sharing credentials.
A specific URL in an API that performs a function or returns data.
A real-time data push mechanism that notifies apps of events.
Trigger a welcome sequence in your CRM when a new contact signs up.
Set up reminders for renewals and follow-ups to stay on track.
Tag and note dormant leads to re-engage with targeted workflows.
Obtain OAuth tokens for GHL and the Zapier connector and grant necessary scopes.
Define triggers for new or updated contacts, tasks, and notes.
Run end-to-end tests and activate the Zapier workflow.
Yes. The connection uses OAuth 2.0 with encrypted tokens and follows the principle of least privilege. This keeps access limited to what is needed. It also supports token rotation and revocation for added security. In practice, you should enable monitoring and alerts for any unusual activity.
GHL access typically requires appropriate permissions; you may need admin rights to install and authorize the Zapier App Connector. If you lack admin rights, request the necessary access from your GHL administrator. They can grant API access or perform the initial authorization on your behalf.
Yes, read-only scopes are supported. You can configure endpoints to restrict write actions. For any write operations, you will need to request additional scopes and ensure you have the proper permissions. Always test with non-production data when possible.
Most endpoints in the Contacts API are available to Zapier workflows, including contacts, tasks, notes, and appointments. Some endpoints require elevated permissions, so verify your scope matches endpoint usage. Review the list of endpoints in the endpoint section for specifics.
Yes. Zapier actions can create or update contacts, tasks, notes, and tags in GHL. Map fields carefully to avoid duplicates and ensure data consistency across apps. Use upsert actions when available to minimize duplicates.
Data sync frequency depends on the Zapier trigger schedule and app configuration. You can set polling intervals within your Zap configuration. For near real-time updates, consider using webhooks where supported by the endpoint.
API tokens and OAuth credentials are issued by the GHL OAuth flow or by the Zapier App Connector. Manage tokens in the connector’s settings and refresh as needed. If you lose tokens, re-authenticate to restore access; never share tokens publicly.
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Complete Operations Catalog - 126 Actions & Triggers
