Authenticate using OAuth 2.0 with the Contacts API by obtaining an access token with the scopes contacts.readonly to read contact data.
In Zapier, authenticate the app connector by provisioning OAuth credentials or an API key, ensuring credentials are stored securely.
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 created or updated in GHL to start a Zap.
Actions: create or update a contact in other apps such as CRM, marketing, or support tools.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone
Trigger when a contact’s task is created or updated in GHL.
Actions: create or update tasks in project management tools and reflect changes back to GHL.
POST /contacts/:contactId/tasks
contactId, taskId, taskName, status, dueDate
Trigger when a contact note is added or updated in GHL.
Actions: push notes to CRM or knowledge base apps and attach to the relevant contact.
GET /contacts/:contactId/notes
contactId, noteId, noteContent
No code integrations let you automate data flow without writing a line of code.
Reduce manual data entry and the chance of human error in cross app workflows.
Scale workflows across teams by connecting GHL with your favorite tools via the Zapier App Connector.
This glossary defines terms used in this guide including API endpoints, OAuth 2.0, scopes, webhooks, and data mapping.
A specific URL and HTTP method that lets a client interact with a resource in a system.
An authorization framework that enables apps to obtain limited access tokens on behalf of a user.
Granular permissions granted to an API client for a given operation.
A user defined HTTP callback that notifies your system of events in real time.
Set up a Zap to automatically create a task in your project management tool whenever a new contact is added in GHL.
When notes are added or updated in GHL, push them to your knowledge base or CRM notes for quick reference.
Use Zapier to tag and segment contacts in your CRM based on task completion or note updates.
Request the scope contacts.readonly and obtain OAuth credentials to authorize API access to contact data.
In Zapier, create or select the Zapier App Connector and authorize your GHL account using the OAuth flow or API key as configured.
Map contact fields to your target apps, run test automations, and verify data synchronization across systems.
The Contacts API exposes endpoints for retrieving contacts, their tasks, notes, and more. You can query individual contacts, fetch associated tasks and notes, or pull a list of contacts. Endpoints also include business specific views and management actions. This allows you to build end to end automations with Zapier. Two paragraph explanation about typical use cases and rate considerations.
Access to endpoints is determined by your GHL account and API plan. The required scope for read operations is usually contacts.readonly, with write operations needing broader permissions. Ensure your app connector is granted the appropriate scopes before invoking endpoints. Two paragraphs explaining plan requirements and scope setup.
OAuth 2.0 is used to securely authorize Zapier App Connector to access GHL data. You will redirect to the GHL login, grant permission, and receive an access token. The token is used in API requests to validate identity and permissions. Two paragraphs on token lifecycle and refresh.
Yes, write operations like creating or updating contacts and tasks can be performed through the App Connector if the necessary scopes are granted. Use the respective POST, PUT, or DELETE endpoints. Two paragraphs detailing write capabilities and best practices.
Test your Zap in the Zapier editor with sample data and the connected GHL account. Use the built in test feature to verify triggers and actions before turning the Zap on. Two paragraphs about testing steps and common pitfalls.
If the access token expires, Zapier can refresh it automatically if a refresh token is provided. If not, you will need to re-authenticate. Two paragraphs explaining token refresh flow and manual re-authentication steps.
Field mapping guidelines are found in the app connector documentation and within the Zapier action setup screens. Map essential fields like contactId, email, and name to your target app fields. Two paragraphs about where to locate mapping docs and how to apply mappings.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
