Use OAuth 2.0 with scopes such as contacts.readonly to securely access contact data. After granting permission, you’ll be able to read contacts, notes, tasks, and more.
In Zapier, create a new connection for the Contacts API by providing client credentials, selecting the correct grant type, and testing the connection.
Core endpoints include: 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: Retrieve contact data by ID to start a workflow.
Actions: Get contact details, fetch related notes and tasks.
GET /contacts/:contactId
Required: contactId; Optional: fields, include, expand.
Trigger: When a task is created or updated for a contact.
Actions: Create, update, or delete tasks via /contacts/:contactId/tasks and /contacts/:contactId/tasks/:taskId.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger: New or updated notes for a contact.
Actions: Create, fetch, and attach notes to contact records.
GET /contacts/:contactId/notes
noteId, content, createdAt
Fast setup: Build automations without custom code.
Visual mapping and templates reduce errors.
Rapid iteration and testing in a sandbox environment.
This glossary explains the core elements you’ll encounter: endpoints, methods, triggers, actions, and fields used to connect Contacts API with Zapier App Connector.
Application Programming Interface — a structured set of calls that lets Zapier fetch and modify data from the Contacts API.
A specific path and HTTP method you call to perform an operation against the Contacts API.
Authentication protocol used to securely authorize access to API resources.
A to‑do item associated with a contact in the Contacts API.
Combine contact details with notes and tasks to create enriched contact records in real-time.
Automatically generate follow‑ups when tasks reach certain statuses and push updates to your CRM.
Schedule notes and reminders from the Contacts API to trigger calendar events and reminders.
Select Contacts API as the trigger or action, authenticate the connection, and test the data pull.
Map contact fields (id, name, email) to Zapier fields, map tasks and notes as related data.
Enable the Zap, test end-to-end, and set up alerts for failures.
No coding is required— Zapier App Connector provides ready-to-use triggers and actions for the Contacts API. You’ll connect using OAuth and then map fields to fit your workflow. The visual designer lets you assemble automations in minutes without writing code. If you’re new, start with a simple pull of a contact’s details and expand from there. Once you’ve built your flow, you can reuse it as a template for other contacts or teams, accelerating your no-code automation efforts.
For reviews on your website, pull the contact record with GET /contacts/:contactId and retrieve feedback notes with GET /contacts/:contactId/notes. You can then display reviews on your site or drive follow-up actions based on note content. You can also fetch tasks related to the contact with GET /contacts/:contactId/tasks to coordinate outreach. Combine notes, tasks, and contact data to create a complete review workflow.
Authentication uses OAuth 2.0. Request the scopes you need (such as contacts.readonly) and complete the consent flow to authorize Zapier App Connector. In Zapier, select the Contacts API connection, test the connection, and refresh tokens as needed. Keep credentials secure and review permission scopes for least privilege.
Yes. You can create new contacts with POST /contacts/. Map required fields like name and email, then handle responses and duplicates. You can also create a contact and immediately attach notes or tasks to kick off a workflow. Always validate input data to avoid duplicates and ensure data quality.
You can create, update, and delete tasks via POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and DELETE /contacts/:contactId/tasks/:taskId. In Zapier, create actions that manage these endpoints and map fields such as title, status, and dueDate. Use triggers to respond to status changes and keep your CRM in sync.
API usage is subject to your plan’s rate limits. If you hit limits, implement exponential backoff, stagger requests, and batch operations where possible. Monitoring and error handling in Zapier will help you catch and retry failed calls without data loss.
Endpoint documentation is available in the Contacts API docs and within the Zapier App Connector docs for the integrated endpoints. You’ll find details on paths, methods, required parameters, and example requests. Use these references to design robust automations and test in a sandbox.
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