Use OAuth 2.0 with the Contacts API and grant the Zapier App Connector the requested scope: contacts.readonly. Store tokens securely and refresh as needed.
In Zapier, connect your Zapier account to your GHL Contacts API instance by following the OAuth flow and selecting appropriate permissions.
Endpoints used include: 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, 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, and the generic permission API endpoint contacts.write.
Trigger when a new or updated contact is detected in GHL to send an SMS via the App Connector.
Actions: fetch contact data (GET /contacts/:contactId), then use POST /contacts/:contactId/tasks or POST /contacts/:contactId to log the event and queue SMS.
GET /contacts/:contactId
contactId, phoneNumber, smsContent
Monitor task status and fire an SMS when a task is marked completed.
Actions: PUT /contacts/:contactId/tasks/:taskId/completed to confirm, then POST to queue an SMS.
PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, smsContent
Trigger SMS when a note is added to a contact.
Actions: GET /contacts/:contactId/notes/:id and POST /contacts/:contactId/tags as needed; then send SMS.
GET /contacts/:contactId/notes/:id
contactId, noteId, smsContent
Rapid setup with drag-and-drop workflows; instant SMS alerts from contact events.
Centralized data in one place; reduced manual data entry and errors.
Scalable automations that grow with your contacts and tasks.
Key elements include API endpoints, authentication, triggers, actions, fields, and data flow processes that power your SMS alerts.
A specific URL path used to access or manipulate a resource in the GHL API.
The method used to securely verify who is making API requests (OAuth 2.0, tokens).
A data object exposed by the API (contact, task, note, etc.).
A listener endpoint that triggers an action when a specified event occurs.
Automatically send an SMS when a new contact is added in GHL via the App Connector.
Send a reminder SMS when a related task is created or updated.
Trigger SMS alerts when notes are added to key contacts.
Begin by authenticating both sides and granting the necessary permissions, including contacts.readonly.
Set up workflows in Zapier to listen for contact events and to send SMS via the GHL SMS path.
Run tests, validate data flow, and deploy to production with monitoring.
You will need at least the contacts.readonly scope to read contact data and trigger SMS actions. Grant permissions to the Zapier App Connector within your GHL account. Ensure you store credentials securely and rotate tokens as needed. In practice, you’ll authorize once and reuse the connection across automation workflows.
Yes. No-code automation is supported via Zapier App Connector. You can design workflows that trigger SMS alerts based on contact events without writing code. Use built-in triggers and actions to map fields and format messages.
Key endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId/completed, and POST /contacts/:contactId/tags. You’ll typically use GET to retrieve data for SMS content and POST/PUT to update or queue actions.
Authentication occurs via OAuth 2.0 between GHL and Zapier App Connector. Follow the prompts to authorize access, select the necessary scopes, and confirm the connection. Test the connection to ensure secure tokens are valid.
Use the built-in test features in Zapier to simulate events and verify that SMS messages are generated and delivered. Check the task history and contact logs in GHL if issues arise and adjust mappings as needed.
Yes. You can configure multiple zaps or workflows that trigger SMS alerts for different events or different contacts. Just ensure you are respecting rate limits and using unique identifiers per message.
Zapier and GHL provide logs and diagnostics within their respective dashboards. For GHL, review activity logs and API usage. For Zapier, use Task History and Zap Runs to diagnose issues and verify data payloads.
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Complete Operations Catalog - 126 Actions & Triggers
