Authenticate using OAuth2 with your GHL workspace. Store credentials securely in Zapier and refresh tokens automatically.
Set up OAuth2 to authorize calls to the Contacts API via the Zapier App Connector. Test the connection and monitor scopes.
Core 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, 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: a new or updated contact is detected, along with related tasks.
Actions: fetch contact data, fetch tasks, fetch notes, and create or update records in the Zapier workflow.
Methods used: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Required fields: contactId, taskId, noteId (when relevant), and businessId if accessing business-level data.
Trigger: contact fields change in SurveyMonkey data, prompting an update in GHL
Actions: PUT /contacts/:contactId to update, POST /contacts/:contactId/notes to add notes.
Methods: PUT /contacts/:contactId, POST /contacts/:contactId/notes
Required: contactId, and any fields you map to notes or profile data.
Trigger: new survey response creates a task or assigns tags
Methods: POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags, PUT /contacts/:contactId/tasks/:taskId/completed
Required: contactId, taskId, tagId (if applying tags).
Automate repetitive data flows without writing code.
Move SurveyMonkey responses into your CRM instantly.
Create auditable tasks and notes to keep teams aligned.
Key elements include endpoints, triggers, actions, authentication, and field mappings that connect SurveyMonkey data to GHL.
A specific URL and HTTP method used to perform an action against the GHL API.
Authorization framework used to obtain access tokens for secure API calls.
Process to grant a client permission to access GHL data via OAuth2.
A URL that receives real-time event notifications from an API.
Automatically push new SurveyMonkey responders into your GHL Contacts API when a form is submitted.
Create follow-up tasks in GHL from survey responses to close the loop.
Apply tags in GHL based on survey answers for smarter segmentation.
Install the Zapier app and authorize the connection to GHL and SurveyMonkey data.
Select the SurveyMonkey-based trigger and map fields to the Contacts API.
Run tests, verify data sync, and enable automation.
The Contacts API provides programmatic access to your CRM data, including contacts, tasks, notes, and tags. It lets you read, create, update, and delete records as needed. Using Zapier App Connector, you can set up triggers and actions without writing code, connecting SurveyMonkey data to your CRM securely via OAuth2.
Yes, you can build workflows with no-code using Zapier App Connector and the GHL Contacts API. You’ll configure triggers and actions in the Zap editor, map fields, and test before going live. No programming required.
For common tasks you’ll use endpoints to create, read, update, and delete contacts, tasks, notes, and tags (e.g., GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks). To read related data you can fetch notes and tasks with the designated endpoints, and manage tags with POST /contacts/:contactId/tags.
Authentication is handled via OAuth2 for both GHL and the Zapier App Connector. In the Zapier app, you authorize once and token refresh happens automatically; keep an eye on scopes to ensure access to read and write data.
Yes, you can update existing contacts via PUT /contacts/:contactId and update related tasks or notes as needed. Be mindful of field mappings to avoid overwriting important data.
Rate limits vary by plan and endpoint; monitor responses and implement retries with exponential backoff. If you exceed limits, stagger updates or queue tasks in Zapier.
Start by installing the Zapier App Connector, authenticate, then create a Zap with the SurveyMonkey trigger and the GHL Contacts API actions. Test each step, review mappings, and enable the workflow when everything is healthy.
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Complete Operations Catalog - 126 Actions & Triggers
