Use OAuth 2.0 via the Zapier app integration with the required scope: contacts.readonly. This ensures secure, read-only access to contact data unless you grant additional permissions.
Zapier uses a connected account to securely access the GHL API. Create a new connection in the Storage by Zapier app and authorize the link to the Contacts API to begin automations.
Core endpoints 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, as well as write operations: 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: A new or updated contact in the Contacts API starts a Zap in Storage by Zapier.
Actions: Create or update tasks, notes, or appointments linked to the contact when the trigger fires.
Method/Path: Use GET /contacts/:contactId to fetch and POST /contacts/ to create; then POST /contacts/:contactId/tasks to attach tasks.
Key fields: contactId, tasks.id, notes.id, appointments.id
Trigger: New or updated notes on a contact.
Actions: Save notes to your destination app, create related records, or tag the notes for context.
Method/Path: GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id
Key fields: contactId, notes.id, notes.content
Trigger: New or updated appointments or tasks for a contact.
Actions: Create tasks, update statuses, or create calendar events in your destination app.
Method/Path: GET /contacts/:contactId/appointments, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, appointmentId, taskId
Automate data capture and synchronization without writing a line of code, using visual mappings and triggers.
Maintain consistent contact records across your tools by centralizing updates from GHL in your storage destination.
Rapid testing and iteration of workflows lets you refine automations quickly as your needs evolve.
This glossary defines common terms like API, endpoint, trigger, and mapping to help you configure and optimize integrations.
A set of rules and endpoints that lets apps communicate with each other in a standardized way.
A specific URL path exposed by an API that you call to perform an action or retrieve data.
An event that starts an automation or workflow in Zapier when it occurs in the source app.
The process of proving identity and granting access, typically via OAuth or API keys, to securely connect apps.
Capture new form submissions or sign-ups in GHL and automatically create or update a contact record in Storage by Zapier, then kick off onboarding tasks.
When notes are added to a contact, trigger automatic follow-ups, reminders, or related task creation in your destination app.
Sync appointments from GHL to Zapier to schedule calendar events, send reminders, or create related tasks for your team.
In Zapier, create a new connection for the Contacts API and grant access with the requested scope (contacts.readonly).
Map GHL fields (name, email, phone, notes, etc.) to corresponding fields in Storage by Zapier so data flows correctly.
Run test triggers and actions, verify data integrity, then enable the automation and monitor for runs.
Storage by Zapier provides a no-code way to store and route data between GHL and your favorite apps. With the Contacts API, you can pull contact information, tasks, notes, and appointments and push them into your destination. This enables streamlined data retention and consistent records across platforms. Use triggers to start automations when data changes, and configure actions to create or update related records in your storage app.
You can sync core contact attributes (name, email, phone, tags) and related objects (tasks, notes, appointments) from the Contacts API. Data can be retrieved, stored, and kept in sync across apps to support onboarding, follow-ups, and activity tracking. Mapping ensures each field aligns with your destination schema for accurate, usable data.
No coding is required. Zapier provides a visual editor to create connections, map fields, and configure triggers and actions between the Contacts API and Storage by Zapier. Advanced users can add filters and multi-step workflows as needed.
Connections use OAuth-based authentication with scoped access to protect data. All data in transit is encrypted, and Zapier stores credentials securely. Review your connection settings and apply the principle of least privilege to minimize risk.
Supported endpoints cover reading contacts, tasks, notes, and appointments, plus common write operations for creating or updating contacts and related items. The exact endpoints you use depend on the workflow you design in Zapier.
Yes. You can automate the creation and updating of notes, tasks, and appointments, as well as triggering follow-ups based on contact changes. This enables hands-off data management and proactive engagement.
Test your Zap by running a manual test from Zapier, verify data appears correctly in the destination app, check mappings, and then enable the workflow for ongoing automation. Monitor runs to catch and fix any mapping issues.
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Complete Operations Catalog - 126 Actions & Triggers
