Authenticate using OAuth2 with a read-only scope of ‘contacts.readonly’ to safely access contact data without modifying records. Tokens are issued by the GHL authorization server and should be stored securely in your app.
Use Zapier’s standard OAuth2 workflow to securely store and refresh access tokens. The connector handles token rotation and secure storage, so you don’t have to manage credentials manually.
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, 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 on a contact update or new task for a contact, then pull related data (tasks, notes, appointments) to keep downstream systems synchronized in real time.
Actions include creating/updating tasks, adding notes, and scheduling appointments using the relevant endpoints (POST/PUT).
Common paths: GET /contacts/:contactId to read; POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId to update; GET /contacts/:contactId/notes to fetch notes.
Key fields: contactId, taskId, noteId, businessId. Use contactId as the anchor for all related actions.
Trigger on a scheduled interval to pull a batch of contacts and update downstream systems with new or changed records.
Actions: bulk create/update of contacts, assign tags, and link business associations using appropriate endpoints.
Paths include GET /contacts/ for lists, POST /contacts/ to add, and PUT /contacts/:contactId to update existing records.
Fields to map: contactId, businessId, tags, and any custom fields you rely on for segmentation.
Trigger when notes or tasks are created or updated for a contact, then propagate changes to connected apps.
Actions: create or update tasks, add notes, and attach them to the correct contact using the endpoints for notes and tasks.
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, etc.
Fields: contactId, taskId, noteId, noteContent, dueDate.
Automate workflows without writing code, using a point-and-click builder to orchestrate data between GHL, tasks, notes, and calendars.
Centralize contact data across your tools for a single source of truth and consistent reporting.
Scale processes quickly with repeatable, auditable automation that reduces manual effort.
This glossary defines API endpoints, triggers, actions, authentication, and data fields used in the GHL Contacts API and Zapier App Connector integration.
A specific URL path that lets you access or modify a resource in the GHL API.
An event in GHL that starts a Zapier workflow.
An operation performed in response to a trigger.
The process of verifying identity to access the API.
When a new contact is created in GHL, automatically create a follow-up task and assign it to the appropriate sales rep via the Tasks endpoint.
Pull notes from external systems and attach them to the contact’s notes list for a complete history.
Sync appointments from external calendars and trigger reminders by creating notes or calendar events tied to the contact.
Authorize the Zapier App Connector to access GHL’s Contacts API with the required scope (‘contacts.readonly’).
Select triggers such as ‘contact updated’ or ‘new task created’ and map fields to your apps.
Configure actions using the endpoint paths and run tests to verify data flows between GHL and your tools.
The GHL Contacts API provides programmatic access to contact records, tasks, notes, and related data. It enables developers to read and surface information to other tools via standard HTTP methods. In this RevenueHunt guide, we show how to securely connect the API with Zapier’s App Connector to automate workflows without coding.
Authentication uses OAuth2 tokens. Your app should request the ‘contacts.readonly’ scope to ensure safe read access. Zapier stores and refreshes tokens automatically, so you don’t need to manage credentials manually.
Supported endpoints include reading contacts, their tasks, notes, and appointments, as well as creating and updating related items. The list in this guide highlights the most common paths you’ll use to automate your workflows.
In a read-only integration you cannot modify data in GHL. To perform write operations, you would need a write-enabled scope and corresponding permissions. The examples here focus on reading data and triggering actions that don’t require data changes.
Test the connection with Zapier’s built-in test feature and verify that triggers pull data and actions execute without errors. Review API responses and field mappings to ensure accuracy.
GHL enforces rate limits; design retries with exponential backoff and respect pagination for list endpoints. Monitor usage to avoid throttling.
Sync timing depends on your triggers and polling frequency. Real-time triggers are possible for certain events; otherwise expect near real-time updates as configured. Always test to validate latency in your workflows.
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Complete Operations Catalog - 126 Actions & Triggers
