Grant the Zapier App Connector permission to access Contacts API with the necessary scope. Store tokens securely and rotate credentials regularly.
Ensure the Zapier App Connector is configured with proper OAuth credentials and the correct scope to read and write contact data when required for your Harvest integration.
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; 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 updated in Harvest to fetch the contact and its tasks
GET /contacts/:contactId, GET /contacts/:contactId/tasks
GET endpoints
contactId, taskId, updatedAt
Trigger on new notes for a contact to sync notes
GET /contacts/:contactId/notes, GET /contacts/:contactId
GET endpoints
contactId, notesId, createdAt
Trigger when a new contact is created in Harvest and mirror it in GHL
POST /contacts/, POST /contacts/:contactId/tags
POST to create contact and tags
contactId, tags, createdAt
Automate contact data flow to Harvest ensuring accurate CRM data and timely follow ups
Centralize triggers and actions so you can build end to end workflows without writing code
Improved efficiency and consistency across teams with auditable data sync
This glossary explains the core terms you will see in endpoints, triggers, actions, and field names across the API and Zapier App Connector integrations.
Unique identifier for a contact in the Contacts API used to fetch, update, or relate records.
Notes attached to a contact that capture context, history, and updates.
Tasks associated with a contact that track activities, due dates, and completion status.
Labels applied to a contact to categorize and segment records.
Set up a Zap that creates a new contact in GHL whenever Harvest captures a new lead, with fields mapped to name email and company.
Update GHL notes automatically when Harvest tasks change status to completed, ensuring a complete activity history.
Apply tags based on criteria from Harvest to help sales and support segment contacts efficiently.
Grant OAuth access and verify permissions for Contacts API in Zapier App Connector.
Select endpoints and map relevant fields to Harvest workflow.
Run end to end tests and deploy to production with monitoring.
The integration uses the Contacts API scope you see in the setup. readonly is common for read only syncing but if you need write access adjust permissions. Use secure OAuth for long term access and rotate credentials regularly. This ensures the connection remains compliant and secure.
Yes you can fetch all contacts but consider pagination limits. Use the GET /contacts/ endpoint to pull lists and then drill into contactId for details. For large datasets, implement batching in Zapier to keep within rate limits.
Authentication is handled via OAuth in Zapier App Connector. You will authorize the app to access your Contacts API and the tokens are stored securely. When required, refresh tokens automatically and reauthorize if credentials change.
For syncing go with the most used endpoints: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes. These cover core data and activity history.
Test by running a sample workflow in Zapier. Check the logs for HTTP responses, verify data maps, and confirm that updated records reflect in your GHL and Harvest accounts.
Webhooks are supported via the triggers that poll or push changes. If real time updates are needed, configure webhook listeners in the Zapier app and handle retries.
Rate limits depend on your API plan. If you hit limits, implement batching, stagger requests, and cache responses where possible. Consider staggering triggers during peak hours.
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Complete Operations Catalog - 126 Actions & Triggers
