Access to Contacts API is secured with OAuth and defined scopes. Use the scope contacts.readonly for read operations.
Set up OAuth in the Zapier App Connector and test the connection to ensure tokens refresh and requests are authorized.
API Endpoints Overview for the Contacts API.
Trigger when a contact is created or updated in the Contacts API.
Actions include retrieving the contact details, then pulling related tasks and attaching them to your workflow.
GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags, notes
Trigger when tasks are created or updated for a contact.
Actions to list tasks, update task status, and add notes to the contact.
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status, dueDate
Trigger when a new note is created for a contact.
Actions to create notes and schedule appointments in the calendar.
GET /contacts/:contactId/notes
Key fields: contactId, noteId, content, date
Automate data syncing between systems without writing code.
Build reusable templates and playbooks for common workflows.
Achieve real time data visibility and faster customer interactions.
Understand endpoints, triggers, actions, authentication, and data mapping that power the integration.
A contact is an individual or organization stored in your CRM, with identifiers like contactId, name, email, and phone.
A task is an action item linked to a contact, including title, status, and due date.
A note is a free form message attached to a contact for context or history.
An appointment is a scheduled meeting or event linked to a contact, including time and attendees.
Automatically fetch contact details and append tasks or notes to enhance records.
Push task changes to automate reminders and follow ups.
Aggregate contacts, notes, and tasks from multiple sources into a single view.
Create and test OAuth credentials between Contacts API and Zapier App Connector.
Choose endpoints and map fields to your app data model.
Run end to end tests and deploy to production.
The Contacts API scope defines what data you can access. Start by creating an OAuth client and requesting the proper scope. Then test the connection in Zapier App Connector to verify access.
For basic contact management, focus on endpoints like GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, and GET /contacts/:contactId/appointments.
Yes, you can update contacts using PUT /contacts/:contactId and manage related resources like tasks with PUT/POST endpoints. Ensure you have write permissions in your scope.
Use the data mapping features in Zapier App Connector to map contact fields to your app’s schema. Test with sample records to confirm fidelity.
Supported authentication methods include OAuth 2.0 and API keys where applicable. Your app may require token refresh handling.
Real time updates depend on endpoint types and webhook support. For some changes, you may poll or use webhooks if provided by the API.
Endpoint references and examples are available in the official API docs. Start with GET /contacts/:contactId to explore structure.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
