Learn how to obtain and securely use your API credentials, configure the required scope (contacts.readonly), and authorize requests to the Contacts API.
Set up the Zapier app to securely access your GHL account using OAuth2 or API keys, and test the connection before automation.
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 created or updated in GHL, a Zap fires to update related data and tasks.
Actions: Retrieve contact details, fetch associated tasks, and update a connected system or channel.
Methods: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: New or updated task in GHL triggers a Zap.
Actions: Create or update tasks, link to a contact, and notify a team channel.
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, dueDate, status
Trigger: Note added or appointment scheduled for a contact.
Actions: Create or fetch notes, schedule or update appointments, and summarize activity in a report.
Paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
Automate routine CRM tasks without writing code.
Speed up integration setup with pre-built triggers and actions.
Create a unified data flow across contacts, tasks, notes, and appointments.
Definitions for core elements and processes used when integrating GHL with Zapier App Connector.
A record representing a person in GHL with related activities like tasks, notes, and appointments.
A to-do item linked to a contact, with status, due date, and completion state.
A textual detail attached to a contact for context and history.
Scheduled calendar entry associated with a contact for follow-up or meetings.
Automatically tag or segment a contact when related tasks are completed to improve list quality.
Post notes to a shared collaboration channel when notes are added to a contact.
Send calendar invites or reminders automatically when a new appointment is created.
Generate a read-only API key from GHL and securely save the credentials.
Configure the APPNAME connection in Zapier and connect to GHL using your API key.
Run a test workflow with a sample contact to validate data flow and triggers.
You need at least the contacts.readonly scope to view contact data. For updates, request write access and ensure your OAuth or API key is secured and rotated periodically.
Yes. You can create or update contacts via POST and PUT endpoints. Ensure proper authentication and scope to modify data.
In your GHL account, go to developer settings, create an app, and generate API credentials. Use these keys in Zapier to authorize the APPNAME connection.
There are rate limits depending on your plan. Implement retry logic with backoff and monitor usage in Zapier.
Check HTTP status codes, log errors, and use idempotent endpoints where possible. If errors persist, regenerate credentials and re-authenticate.
Yes. You can filter by business via the /contacts/business/:businessId endpoint or through query parameters in searches where supported.
A glossary of terms is included in this page to aid understanding of Contacts, Tasks, Notes, and App Connector concepts.
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