Use your API credentials to authorize requests. With scope ‘contacts.readonly’, ensure the app requests read access to contacts and related resources. Store credentials securely and rotate keys regularly.
Set up OAuth2 or API key authentication in Zapier to securely connect to the Contacts API. Start in test mode, verify scopes, and then enable production access.
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 on new or updated contacts to automatically fetch and sync related tasks.
Actions: get contact details, retrieve tasks, merge updates with existing records.
Path examples: GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, name, email, phone
Trigger on batch updates to notes or appointments for a contact.
Actions: list notes, list appointments, create note or appointment when needed.
Paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Fields: contactId, noteId, appointmentId
Trigger when a contact’s tags change to drive downstream automations.
Actions: update tags on a contact, create or remove tags, map to marketing workflows.
Path: POST /contacts/:contactId/tags
Fields: contactId, tagId, tagName
Automate CRM workflows without writing code, saving time and reducing errors.
Keep contact data synchronized across systems in real time.
Scale outreach with automated campaigns, tasks, and tags.
This glossary defines endpoints, triggers, actions, methods, and payload concepts used throughout this guide.
A specific URL path that performs an action when called.
An event that starts an automation in Zapier or your app.
The operation performed as a result of a trigger (e.g., create, update).
The data sent with a request or response.
Capture new leads from web forms and automatically create contact records in Contacts API through Zapier.
Link ticket updates to contact tasks to keep teams aligned.
Automatically apply tags based on activity to trigger targeted campaigns.
Grant permissions for contacts.readonly and test the connection.
Choose endpoints to expose (e.g., GET /contacts/:contactId) and tailor triggers.
Run tests, map data fields, and deploy to production.
The Contacts API integration uses the scope ‘contacts.readonly’ to limit access to read-only contact data. This helps you build automations safely while you test and validate mappings. For write operations, request elevated scopes and review best practices for credential security. The app should never expose credentials in client-side contexts.
No-code workflows are supported via Zapier App Connector. You can configure triggers and actions visually, mapping fields between Contacts API resources and your app. If you need advanced logic, consider a light-touch scripting option or a stored mapping within Zapier.
Start with GET /contacts/:contactId to retrieve a contact, GET /contacts/:contactId/tasks for tasks, and POST /contacts/:contactId/tasks to create tasks. These cover typical CRM workflows such as syncing contact data and task tracking. You can extend with notes, appointments, and tag management as needed.
Yes. The API supports writing operations like POST, PUT, and DELETE for contacts, tasks, and tags, subject to proper authentication and scopes. Use secure credentials and rate limits to avoid data inconsistencies.
Security is established through OAuth2 or API keys, with encrypted transmission (HTTPS) and per-endpoint scopes. Rotate credentials regularly and monitor access logs to detect unusual activity.
Test using Zapier’s built-in test flow, and verify data mapping with sample records. Use sandbox or test mode before deploying to production, and confirm that triggers fire as expected and data sync is correct.
Refer to developer docs in the Rankr (Rankr.ai) site and the Zapier App Connector docs for step-by-step setup, endpoint details, and example payloads. The docs cover authentication, endpoint usage, and common pitfalls.
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Complete Operations Catalog - 126 Actions & Triggers
