Set up secure OAuth 2.0 flow or API key-based access for the Contacts API within the Zapier App Connector, ensuring the scope is limited to read-only as configured.
Configure the Zapier app to request your GHL access token, test the connection, and manage token refresh.
Core endpoints used: 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 accessed or updated, pull the latest tasks and notes via GET endpoints.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Endpoint path: GET /contacts/:contactId, then GET /contacts/:contactId/tasks and /contacts/:contactId/notes as needed.
Key fields: contactId, taskId, id (note), businessId
Trigger: When a new task is created for a contact in Zapier, populate related fields in GHL.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Endpoint paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, status
Trigger: When a contact’s tags are updated or notes are added in GHL.
Actions: POST /contacts/:contactId/tags, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
Method paths: POST /contacts/:contactId/tags; GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
Key fields: contactId, tagId, noteId
No-code automation: Build end-to-end workflows without writing code.
Rapid integration: Connect endpoints, triggers, and actions in minutes.
Scalable operations: Combine contacts, tasks, notes, and tags across teams.
Definitions of core concepts and how they apply to GHL, API endpoints, authentication, and workflow automation.
A specific URL path and HTTP method used to perform an action in an API.
The process of verifying identity and permissions to access a resource, typically via OAuth tokens or API keys.
A standard protocol for authorization that enables secure access to resources without sharing passwords.
A reverse API call that notifies a system when a specific event occurs.
Automatically fetch new contacts, create tasks for onboarding steps, and assign notes for follow-up.
Prepare contact data and trigger signatures by pulling contact details and related tasks before sending for signing.
Batch update multiple contacts with tags and tasks, then generate activity reports for teams.
Create OAuth credentials with the scope set to contacts.readonly and securely store tokens.
Select contact-based triggers and map to endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks.
Test connections in the Zapier tester, review logs, and deploy to production once stable.
With the read-only scope, you can fetch contact data, tasks, notes, and related information without modifying records. This is ideal for reporting and monitoring dashboards. If you need to create or update records, you should request broader scopes and update the integration permissions accordingly. Ensure your OAuth client is configured with the least privilege principle.
Endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks are safe under read-only scope. You can also retrieve notes and appointments. Avoid POST, PUT, or DELETE unless you have explicit write permissions configured in the app. Always validate the response codes and handle rate limits gracefully.
Yes. To modify data, you need write permissions and to map the correct endpoints (e.g., POST /contacts/:contactId/tasks, PUT /contacts/:contactId, or POST /contacts/:contactId/tags). Ensure such operations are permitted by your OAuth scopes and that you implement proper error handling and retries.
Token refresh is handled automatically by the Zapier app if you configure OAuth2 with refresh tokens. Keep your refresh token secure and implement a fallback in case of renewal failures. Periodically verify token validity during connection tests.
Use the Zapier test environment to simulate real workflows. Validate authentication, data mapping, and endpoint responses. Review request logs and adjust field mappings before enabling live runs.
Look for sample payloads in the API docs or creator notes of the SignRequest integration. Start with basic contact retrieval and gradually add task and tag operations to your workflow.
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Complete Operations Catalog - 126 Actions & Triggers
