Authenticate using OAuth 2.0 with the Contacts API scope (contacts.readonly). Obtain client credentials, authorize the app, and securely store tokens for requests such as GET /contacts and related resources.
In Zapier, configure an OAuth 2.0 connection to securely authorize the Contacts API. Follow the on-screen prompts to connect and verify the integration.
Core endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, plus create/update/delete operations for contacts and tasks. Use these to read and manage contact data through the Zapier App Connector.
Trigger on new or updated contacts to pull the latest data into Zapier workflows.
Actions: fetch contact data, list tasks, retrieve notes, and pull upcoming appointments using GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments.
Example endpoints: GET /contacts/:contactId and GET /contacts/:contactId/tasks
contactId, email, fullName, phone, company
Trigger: when a task is created or updated for a contact.
Actions: create, update, and complete tasks via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
taskId, title, dueDate, status, notes
Trigger: new notes or calendar appointments created for a contact.
Actions: read notes and appointments; integrate note/appointment data into workflows using GET endpoints such as GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
noteId, content, createdAt, appointmentId, time
Build robust automations without writing code by mapping Snov-io Contacts API data to your CRM and apps via Zapier.
Create trigger-based workflows, multi-step zaps, and conditional logic to streamline daily tasks.
Centralized, real-time data access across contacts, tasks, notes, and appointments.
This section defines API endpoints, authentication (OAuth 2.0), data fields, and the overall process of connecting the Contacts API with the Zapier App Connector.
An application programming interface that enables software components to communicate and exchange data.
Create, Read, Update, and Delete operations used to manipulate data in the Contacts API.
Authorization framework that issues access tokens to grant limited permissions to resources.
A specific URL path that performs an action or returns data from an API.
Pull contact details from Snov-io and automatically enrich CRM records in your workflow.
Create and update tasks based on contact changes to ensure timely follow-ups.
Sync notes and calendar appointments to keep teams aligned across apps.
Register your app in the Contacts API portal and obtain client ID and secret to configure OAuth in Zapier.
Run the OAuth flow, grant permissions, and test endpoints like GET /contacts to verify access.
Create Zaps that utilize the endpoints for reading and managing contacts, tasks, notes, and appointments.
The purpose is to connect Snov-io’s Contacts API with the Zapier App Connector so you can automate workflows around contacts, tasks, notes, and appointments. This enables pulling data into automations and triggering actions in other apps without manual data entry. The integration focuses on read-only access for initial workflows, with the option to extend to create or update actions where supported by the API.
You typically need OAuth 2.0 credentials and the proper scope (e.g., contacts.readonly) to access contact data. Grant permissions to the Zapier app connector and securely store access tokens. Regularly rotate credentials and follow best practices for token management.
Supported endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, as well as general listing endpoints like GET /contacts/ and create/update actions for contacts and tasks where applicable.
Read access is available for viewing contact details and related resources. Write or update capabilities depend on API permissions and the endpoints exposed by the integration. Always test in a sandbox or with limited data before applying to production workflows.
Authentication is handled via OAuth 2.0. You’ll set up a connection in Zapier, authorize the app to access the Contacts API, and then use the access token in API requests. Secure storage and token refresh are recommended for uninterrupted access.
You can often configure many automations without writing code by using Zapier’s builder and prebuilt actions. Some advanced setups may benefit from small scripting, but the goal is to enable no-code workflows.
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