Obtain an OAuth 2.0 token with the contacts.readonly scope to securely access contact data.
In Zapier, connect Smith AI Chat as the app to use the Contacts API, using the token you obtained above. Store credentials securely.
GET /contacts/:contactId (retrieve a contact); GET /contacts/:contactId/tasks (fetch 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; 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 in Smith AI Chat, fetch the latest contact record and its tasks from the Contacts API.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes.
Method paths: GET /contacts/:contactId and related sub-endpoints for tasks and notes.
Key fields: contactId, taskId, noteId.
Trigger: A new task is created in Smith AI Chat and mirrored to GHL for the related contact.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId.
Method paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId.
Key fields: contactId, taskId, status.
Trigger: Smith AI Chat edits a contact; update in GHL via PUT /contacts/:contactId.
Actions: PUT /contacts/:contactId, PUT /contacts/:contactId/notes.
Method paths: PUT /contacts/:contactId, PUT /contacts/:contactId/notes.
Key fields: contactId, updatedFields.
Rapid setup with no-code automations via Zapier App Connector.
Automated data sync between Smith AI Chat and GHL, reducing manual data entry.
Scalable workflows using existing endpoints to tailor actions.
This glossary covers essential elements such as endpoints, triggers, actions, and data fields used when connecting Smith AI Chat to the GHL Contacts API.
Process of verifying identity and granting access to the GHL Contacts API, typically via OAuth 2.0 tokens.
A specific URL path in the GHL API that performs a resource operation, such as GET /contacts/:contactId.
A condition that starts an automation, such as a new contact or updated field.
A callback URL that receives real-time data from the API to drive automations.
Automatically enrich contact records in GHL with data from Smith AI Chat during interactions.
Route tasks to the right team member based on contact properties and context from Smith AI Chat.
Sync Smith AI Chat notes into GHL notes for a complete history.
Create and securely store your OAuth credentials or API keys from the GHL developer portal and Smith AI Chat app.
Map the required endpoints (e.g., GET /contacts/:contactId) to Zapier triggers and actions.
Run test requests, verify data flow, and enable the Zap in production with proper error handling.
You can access a range of contact data via GET endpoints, including details for a contact, their tasks, notes, and appointments. The API is designed for read-only access by default when using the contacts.readonly scope. For write-enabled use cases, you would need appropriate permissions and scope. Always follow best practices for data minimization and least privilege.
No heavy coding is required for typical connections. Zapier App Connector lets you map triggers and actions to standard HTTP endpoints. For advanced workflows, light scripting can help, but most integrations can run with built-in Zapier logic and endpoint calls.
Data is transmitted over HTTPS with OAuth 2.0 tokens and access controls. Ensure tokens are stored securely and rotate credentials periodically. Use error handling and retries to manage transient network issues.
Core endpoints include retrieving a contact (GET /contacts/:contactId), fetching tasks (GET /contacts/:contactId/tasks), and reading notes (GET /contacts/:contactId/notes). These endpoints cover common CRM workflows, while others are available as needed.
Read access is supported with the appropriate partners. Update operations (PUT, POST, DELETE) require writeable permissions and should be implemented with caution to avoid data inconsistencies.
Implement robust retry logic, exponential backoff, and clear error messages. Log failures, monitor endpoints, and use idempotent requests where possible to prevent duplicate data.
The full API endpoint list is described in the Endpoint List section of this guide. You can also reference the developer docs within the GHL/Contacts API portal for up-to-date details.
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Complete Operations Catalog - 126 Actions & Triggers
