Use OAuth 2.0 with your GHL developer credentials and ensure your access token includes the contacts.readonly scope. Store tokens securely and refresh as needed.
Connect Zapier App Connector using OAuth 2.0 or an API key per your workspace, then grant read access to contacts data via the Contacts API scope. Keep credentials secure.
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/:contactId; 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; API Endpoint9: contacts.write
Trigger when a contact is updated in GHL and push changes to Zapier to start automations.
Actions: fetch contact data, pull related tasks and notes, and create tasks in response to triggers.
Use GET /contacts/:contactId and related read endpoints to pull current data into Zapier.
Key fields: id, email, name, phone, lastUpdated, status.
Trigger on new or updated tasks via GET /contacts/:contactId/tasks.
Actions: create tasks, update task status, and link to notes or tags.
GET /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId to modify tasks.
Fields: taskId, title, dueDate, status, priority, contactId.
Trigger on notes added or updated via GET /contacts/:contactId/notes.
Actions: create/update notes and attach to the relevant contact record.
GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id.
Fields: noteId, content, createdAt, contactId.
Rapid automation setup with drag-and-drop triggers and actions.
No programming required to connect contact data to workflows.
Scales with your needs using secure, scalable endpoints.
Understand the building blocks: endpoints, authentication, triggers, actions, and data mapping. Use these terms to plan your automation.
A specific URL and HTTP method that lets you read or modify data in the GHL Contacts API.
An authorization framework that lets applications access data securely with tokens and scopes.
A way for apps to receive real-time notifications when data changes.
A token or key used to authenticate API requests.
Automatically generate tasks in Zapier when a contact’s status changes in GHL.
Push contact notes to your notes app or CRM notes field.
Tag contacts automatically based on triggers to segment audiences.
Create a GHL API key or OAuth 2.0 app and obtain client credentials; configure the Zapier app with these credentials.
Add the Contacts API to your Zapier connection, authorize access, and select the scopes.
Create a sample zap to pull contacts and update tasks to verify end-to-end flow.
You can use OAuth 2.0 or API keys depending on your setup. Ensure tokens include the contacts.readonly scope for safe access. Follow best practices for securing credentials. Test tokens in a sandbox environment and rotate credentials regularly.
Read endpoints are GET-only by default; write endpoints require appropriate permissions (POST, PUT, DELETE). Review which endpoints your Zapier app needs and limit scopes accordingly.
Use test workflows in Zapier and GHL sandbox if available. Start with a basic trigger (contact update) and a simple action (create a task).
Rate limits depend on your GHL plan and Zapier app configuration. If you exceed limits, implement retries with exponential backoff.
Bi-directional updates are possible but require careful conflict resolution and data mapping. Start with unidirectional sync to learn the data flow.
No coding is required for basic automations. For advanced needs, you can add simple steps in Zapier and map fields carefully.
Data mappings appear in the Zapier action setup. Use the mapping UI to align GHL fields to Zapier fields and verify results.
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Complete Operations Catalog - 126 Actions & Triggers
