To use the Contacts API, authorize your GHL account to grant read and write access to contact data. Use OAuth 2.0 where available, or API keys for server-to-server setups, and keep tokens secure.
Connect systeme.io to the Zapier App Connector by authenticating with systeme.io credentials and generating an API key or OAuth token. This establishes a trusted channel for data sync.
GET /contacts/:contactId — Retrieve a contact GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — Retrieve notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a note GET /contacts/:contactId/appointments — List appointments for a contact GET /contacts/ — List contacts GET /contacts/business/:businessId — List contacts by business contacts.write — Permission to write contact data POST /contacts/ — Create a 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 a task completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: when a new lead is created in systeme.io, create or update the corresponding contact in GHL using POST /contacts/ or PUT /contacts/:contactId.
Actions: Create or update contact in GHL, map core fields (name, email, phone, tags), and optionally create initial onboarding tasks.
Method path examples: POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: name, email, phone, tags, custom fields.
Trigger: when a systeme.io task or note changes.
Actions: POST /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and PUT to update task status as needed.
Path examples: POST /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Fields: taskId, noteId, content, completed status.
Trigger: lifecycle or tag changes in systeme.io.
Actions: APPLY tags via /contacts/:contactId/tags and update lifecycle-related fields on the contact.
Paths: PUT /contacts/:contactId/tags, POST /contacts/:contactId/tags
Fields: tags, lifecycleStage, status.
Automate data flow without writing code.
Improve data accuracy and timeliness with real-time sync.
Unify contact history across systeme.io and GHL by keeping fields in sync.
Overview of elements and processes: endpoints, triggers, actions, and data fields used to connect systeme.io and the GHL Contacts API.
A URL path and HTTP method used to read, create, update, or delete data in the GHL API.
The process of proving identity to access API resources, typically via OAuth2 or API keys.
A person stored in your CRM with contact data and activity history.
A to-do item linked to a contact to track work or follow-up.
Automatically create a contact in GHL from a new lead in systeme.io using POST /contacts/.
When a systeme.io task is updated, push an update to the corresponding GHL contact task via PUT /contacts/:contactId/tasks/:taskId.
Apply tags in GHL when the systeme.io lifecycle status changes.
Grant access for the Contacts API and systeme.io in the App Connector and test credentials.
Map contact fields (name, email, phone) and link endpoints like GET /contacts/:contactId and POST /contacts/.
Run test flows, validate data sync, and deploy automation.
No-code automation is possible using the App Connector, no programming required. Start with templated flows and customize as needed.
Essential endpoints for basic sync are GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and GET /contacts/:contactId/tasks.
Data is protected with OAuth2 and API keys. Use secure connections (HTTPS) and rotate keys.
Yes, you can map fields and use tags to customize data.
Implement retries with exponential backoff and log errors for troubleshooting.
Be mindful of rate limits; plan requests accordingly and batch when possible.
Triggers can fire in near real-time or on a short interval depending on your Zapier plan and polling.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
