Use an OAuth token or API key with scope: contacts.readonly. Validate access by calling a representative endpoint such as GET /contacts/:contactId.
Connect SwagUp to GHL via Zapier App Connector using your GHL credentials. Store tokens securely and rotate as recommended.
– GET /contacts/:contactId — Retrieve a contact’s profile – GET /contacts/:contactId/tasks — List a contact’s tasks – GET /contacts/:contactId/tasks/:taskId — Get a specific task – GET /contacts/:contactId/notes — Retrieve notes for a contact – GET /contacts/:contactId/notes/:id — Get a single note – GET /contacts/:contactId/appointments — Retrieve related appointments – GET /contacts/ — List contacts – GET /contacts/business/:businessId — List contacts for a business – POST /contacts/ — Create a new contact – PUT /contacts/:contactId — Update a contact – DELETE /contacts/:contactId — Delete a contact – POST /contacts/:contactId/tasks — Create a task for a contact – PUT /contacts/:contactId/tasks/:taskId — Update a task – PUT /contacts/:contactId/tasks/:taskId/completed — Mark task as completed – DELETE /contacts/:contactId/tasks/:taskId — Delete a task – POST /contacts/:contactId/tags — Add tags to a contact
Trigger: New contact created in SwagUp
Actions: Use GET /contacts/:contactId to fetch profile; POST /contacts/:contactId/tasks to create onboarding tasks; update as needed
GET /contacts/:contactId
contactId, firstName, lastName, email, onboardingStatus
Trigger: Note added or updated
Actions: Log notes in SwagUp via POST /contacts/:contactId/notes; retrieve appointments with GET /contacts/:contactId/appointments
GET /contacts/:contactId/notes
noteId, noteText, timestamp
Trigger: Tag assigned to contact
Actions: Apply tags in SwagUp using POST /contacts/:contactId/tags
POST /contacts/:contactId/tags
contactId, tags
Build powerful automations without writing code
Keep data synchronized securely between SwagUp and GHL
Scale onboarding, tasks, notes, and campaigns with repeatable workflows
Core elements and processes used to connect and automate data between GHL Contacts and SwagUp
A set of endpoints that allow apps to read and write data such as contacts, tasks, notes, and appointments
A mechanism to notify your system when events occur in GHL or SwagUp
A specific URL that performs an action or returns data
Industry-standard protocol for secure token-based authentication
Automatically create onboarding tasks when a new contact enters SwagUp, pulling details from GET /contacts/:contactId
Capture SwagUp meeting notes as GHL notes for quick reference
Tag contacts based on business activity and use tags to trigger targeted campaigns
Obtain an OAuth token or API key with scope: contacts.readonly to access contact data
Map essential fields between GHL and SwagUp (name, email, businessId, status) to ensure accurate syncing
Create a Zapier workflow that uses endpoints like GET /contacts/:contactId and POST /contacts/:contactId/tasks to automate tasks
No coding is required—this is a no-code connector that uses Zapier. You can set triggers, actions, and mappings with a guided setup. For more advanced users, you can still customize fields and routes.
The Contacts API exposes read access to contacts, tasks, notes, and appointments. You can fetch contact profiles, view tasks, and retrieve notes and events to inform your automations.
Security is handled via OAuth tokens or API keys with scoped access. Tokens are stored securely by Zapier and can be rotated as needed. Always follow your organization’s security policies.
Yes—webhook-like events and polling enable near real-time syncing of contacts, notes, and tasks between GHL and SwagUp, depending on your workflow.
Most SwagUp plans support API access for integration. Some advanced features may require higher-tier plans or enterprise agreements.
Tokens are issued by your GHL account or SwagUp app and must be stored securely. Rotate tokens regularly and never expose them in code.
Yes. You can create new contacts via POST /contacts/ endpoint. Include required fields such as name and email.
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Complete Operations Catalog - 126 Actions & Triggers
