Access is controlled via API keys or OAuth 2.0 when used with the Zapier App Connector. Your connection in Zapier stores tokens securely and uses the selected scope (contacts.readonly by default) to fetch data.
In Zapier, create a new connection and supply your Contacts API credentials. The connector securely handles token refresh and uses those credentials for all subsequent API calls.
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 to pull the latest data into a Zap.
Actions: fetch contact data, retrieve associated tasks, and push to downstream apps.
Path: GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: changes to a contact’s tasks (create/update/complete).
Actions: create tasks, update task status, and close tasks.
Path: POST /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status
Trigger: notes or appointments are added or updated.
Actions: create notes, fetch appointments, and schedule follow-ups.
Path: GET /contacts/:contactId/notes
Key fields: noteId, note, date
No‑code integration between the Contacts API and the Zapier App Connector for fast automation.
Create powerful workflows with triggers and actions in minutes—no custom code required.
Centralized data flow across contacts, tasks, notes, and appointments for streamlined operations.
Definitions of endpoints, triggers, actions, methods, and fields used in this integration.
A person in your Contacts database who can have associated tasks, notes, and appointments.
A specific API URL path that performs a defined operation, such as retrieving a contact.
An event in the source app that starts a Zapier workflow.
An operation executed in Zapier in response to a trigger.
Set up a Zap to push new Contacts API entries into your CRM in real time.
Create tasks in the Contacts API whenever a ticket is updated in your help desk.
Automatically schedule notes and appointments when contacts reach milestones.
Provide your Contacts API credentials in Zapier and authorize the connection.
Map the Contacts API fields to Zapier fields and define your workflow.
Test the end‑to‑end flow and enable the Zap for automation.
The Contacts API supports API key and OAuth 2.0 authentication when used with the Zapier App Connector. Configure credentials in the connection setup and Zapier will manage token handling. The scope shown (contacts.readonly by default) governs access to read contact data. For write operations, ensure your connection has the appropriate permissions. In most read scenarios, you can fetch contact records, tasks, notes, and appointments without writing code. If you need to create or update data, use endpoints that support POST, PUT, or DELETE with proper permissions and rate limits observed.
Yes. Several endpoints can be used without custom code, such as GET /contacts/:contactId and GET /contacts/:contactId/tasks to pull data into Zapier workflows. To build automations, you simply map fields in Zapier and trigger actions in downstream apps. For creating or updating data, you’ll typically use POST or PUT endpoints like POST /contacts/ or PUT /contacts/:contactId along with validated credentials.
The API enforces rate limits per credential. If you hit a limit, you’ll receive 429 responses; plan retries with exponential backoff in Zapier. It helps to batch requests where possible and space out frequent polling. Review the endpoint usage in your Zapier task history and adjust triggers or polling frequency to stay within quotas.
Yes. You can update existing contacts via PUT /contacts/:contactId and modify related resources like tasks or notes with their respective endpoints. Ensure the connection has the required write permissions and that you comply with data validation rules. Use structured field mappings in Zapier to prevent partial updates and maintain data integrity.
You can trigger workflows when a contact changes by using Zapier triggers tied to the Contacts API data flow, or via webhooks if supported. Polling for updates can also be used, but webhooks (where available) provide near real‑time reactions to changes. Configure your trigger to pass the updated contactId and related fields to the subsequent actions in your Zap.
To create a contact, required fields typically include at least a name and an email, depending on your CRM’s validation rules. The Contacts API supports additional fields such as phone, company, and custom tags. Always refer to the API schema for required fields per endpoint. When using Zapier, map the incoming data to the API fields and ensure mandatory fields are supplied to avoid creation errors.
There isn’t a public sandbox dedicated to this integration. Use a test account or a staging environment to verify your Zap configurations before enabling them in production. You can also use limited data sets to validate triggers and actions without impacting real records. If available, leverage a separate test API key or environment to safely exercise endpoints like POST /contacts/ and PUT /contacts/:contactId.
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Complete Operations Catalog - 126 Actions & Triggers