To access the Contacts API, obtain your API key and set the required scope (contacts.readonly). Use OAuth where available and store credentials securely. After enabling access, test the connection from Zapier to validate permissions.
Configure the Zapier app to authenticate with the Contacts API, using either OAuth or an API key, and verify the connection with a test run.
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 contacts.write 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 retrieved or updated, pull the latest profile data into Zapier (name, email, phone, and custom fields).
Actions: Create or update a contact in your CRM, or push updates to related records like notes or tasks.
Endpoint path: GET /contacts/:contactId
Key fields: contactId, email, firstName, lastName
Trigger: New or updated tasks for a contact.
Actions: Create tasks in an external app, update task status, or trigger follow-ups.
Endpoint path: GET /contacts/:contactId/tasks
Key fields: taskId, taskName, status, dueDate
Trigger: A note is added or updated for a contact.
Actions: Create notes in the target app or attach notes to the contact record.
Endpoint path: GET /contacts/:contactId/notes
Key fields: noteId, content, createdAt
Automate data flows without writing code.
Shorten integration times and accelerate workflows.
Scale operations across teams with click-to-connect automations.
This glossary defines API endpoint, trigger, action, authentication, and other terms to help you build reliable automations between Contacts API and Zapier App Connector.
A URL path that performs a function on a web service to fetch or modify data.
The process and credentials required to verify identity before accessing an API.
An event that starts an automation workflow in Zapier.
A step that performs an operation as part of a Zap.
Automatically generate follow-up tasks in your project management app whenever a new contact enters Contacts API.
Push notes to your documentation or support wiki via Zapier.
Create calendar reminders or tasks when contact updates occur.
From the Contacts API dashboard, create an API key and configure OAuth scopes.
In Zapier, add a new connection using the API key, specify the scope, and test the connection.
Choose a trigger (e.g., contact updated), map fields to actions, and enable the Zap.
The scope defines what data you can read or modify in the Contacts API. For most automations, a read-only scope (contacts.readonly) is sufficient to fetch profiles, tasks, notes, and basic metadata. If you need to create or update data, request or configure a write-enabled scope with proper permissions. Always follow least-privilege principles and rotate keys regularly.
No heavy coding is required. The Zapier App Connector provides a no-code interface to connect endpoints, map fields, and set triggers. You’ll configure authentication, choose endpoints, and design your Zap with drag-and-drop blocks. Some basic understanding of data mapping helps, but you can start with templates.
Yes. Endpoints for notes and tasks (e.g., GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks) are designed for read access. You can also create or update notes and tasks with the write endpoints (POST/PUT). Map these data points into your Zap to keep systems in sync.
In Zapier, run a test connection from the app to validate credentials and scopes. Then trigger a sample workflow (e.g., update a contact or create a task) and verify that the data flows correctly to the destination app. Check API responses for error details if something fails.
Rate limits depend on your API plan. Respect quotas by batching requests where possible and caching data when appropriate. If you anticipate higher usage, consider applying for a higher limit or using webhooks to trigger updates rather than polling.
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Complete Operations Catalog - 126 Actions & Triggers
