How to connect SmartSuite to Contacts API

Seamless, code-free integration between Contacts API and SmartSuite

Connecting Contacts API with SmartSuite: quick-start guide

This guide walks you through authenticating and wiring the Contacts API with SmartSuite using the Zapier App Connector. You’ll learn how to access contacts, tasks, notes, and appointments, then map data between systems for streamlined CRM workflows.

Authentication for Contacts API

Access is secured via OAuth 2.0 with scopes such as contacts.readonly. Use a dedicated app connection in Zapier to grant SmartSuite access to your Contacts API resources without exposing credentials.

Authorizing SmartSuite

During setup, you’ll authorize SmartSuite to connect to the Contacts API app and approve requested permissions. This establishes a secure, ongoing data link for syncing records.

Contacts API Endpoints

GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Get a specific task; GET /contacts/:contactId/notes — Retrieve notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a single note; GET /contacts/:contactId/appointments — Retrieve a contact’s appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts by business; contacts.write — Scoped write access; POST /contacts/ — Create a new contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task for a contact; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact

Top 3 connection patterns between Contacts API and SmartSuite

Get a single contact by ID

Trigger: Retrieve precise contact details when a CRM field needs updating.

Actions: GET the contact data; map fields to SmartSuite contact records; optionally update related tasks.

Method path: GET /contacts/:contactId

Key fields: contactId, name, email, phone

Top 3 connection patterns between Contacts API and SmartSuite

List all tasks for a contact

Trigger: When a contact’s task list is needed for a workflow.

Actions: GET /contacts/:contactId/tasks; create, update, or complete tasks; link to contact.

Method path: GET /contacts/:contactId/tasks

Key fields: contactId, taskId, title, status

Top 3 connection patterns between Contacts API and SmartSuite

Create a new task for a contact

Trigger: A workflow requires creating a new task for a contact.

Actions: POST /contacts/:contactId/tasks

Method path: POST /contacts/:contactId/tasks

Key fields: contactId, title, description, dueDate

No-code benefits with SmartSuite + Contacts API

Automate data flow between SmartSuite and Contacts API without writing code.

Rapid setup using Zapier App Connector keeps teams productive.

Real-time syncing reduces manual data entry and errors.

Key terms and glossary

This glossary defines the core concepts: endpoints, triggers, actions, and data mappings that power the integration.

API

An Application Programming Interface (API) is a set of rules that lets software communicate with other software.

Endpoint

A specific URL path used to access a resource in an API.

Authentication

The process of proving identity to access protected resources, often via tokens or OAuth.

Webhook

A URL endpoint that a service calls to notify about events in real time.

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3 creative ideas for using Contacts API with SmartSuite

Auto-create contacts and starter tasks

When a new contact is added via an intake form, automatically create the contact in Contacts API and generate a starter task in SmartSuite.

Note syncing to enrich SmartSuite notes

Push contact notes from Contacts API into SmartSuite as linked notes for easy reference.

Bidirectional updates for data consistency

Push updates from SmartSuite back to Contacts API to keep records synchronized.

3 simple steps to connect Contacts API with SmartSuite

Create and authorize the GHL app connection

In Zapier App Connector, choose Contacts API and authorize with your GHL credentials.

Configure endpoints and map data

Map fields such as contactId, name, email, and related tasks to SmartSuite fields.

Test and deploy

Run tests to verify data flows; deploy for your team.

Frequently Asked Questions

What authentication method does the Contacts API use?

The Contacts API uses OAuth 2.0 for secure access, with scopes such as contacts.readonly to limit what your app can retrieve. In most Zapier App Connector setups, you’ll authenticate once and then securely use tokens for requests. If you’re on a different auth flow, ensure you follow your provider’s token handling guidelines.

No heavy coding is required when using the Zapier App Connector. You can set up triggers, actions, and data mappings through a visual interface. For advanced transformations, you can insert small formatter steps, but custom scripting is rarely needed.

Read endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and GET /contacts/. These allow you to pull core CRM data into SmartSuite.

Yes. You can create tasks via POST /contacts/:contactId/tasks. This enables you to automate task creation from forms or workflows leading to smoother task management inside SmartSuite.

Most APIs enforce rate limits. If you hit limits, spread requests over time, batch operations where possible, and implement retry logic with exponential backoff. Check the API provider’s docs for exact thresholds.

Yes. You can sync notes and appointments by pairing read endpoints with write or create actions in your workflow. Data mappings can link notes to the corresponding contact records in SmartSuite.

Start with a field map: contactId to contactId, name to name, and email to email. Then extend mappings for tasks, notes, and appointments. Always test with sample data to confirm accuracy before going live.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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