Use OAuth 2.0 or a valid API token to authorize requests to the GHL Contacts API. Store credentials securely and refresh tokens as needed.
Connect the Zapier App Connector to your GHL account by granting permissions and supplying the required API credentials, then test the connection.
GET /contacts/:contactId — Retrieve a single contact\nGET /contacts/:contactId/tasks — List tasks for a contact\nGET /contacts/:contactId/tasks/:taskId — Retrieve a specific task\nGET /contacts/:contactId/notes — List notes for a contact\nGET /contacts/:contactId/notes/:id — Retrieve a specific note\nGET /contacts/:contactId/appointments — List appointments for a contact\nGET /contacts/ — List contacts\nGET /contacts/business/:businessId — List contacts for a business\nPOST /contacts/ — Create a new contact\nPUT /contacts/:contactId — Update a contact\nDELETE /contacts/:contactId — Delete a contact\nPOST /contacts/:contactId/tasks — Create a task for a contact\nPUT /contacts/:contactId/tasks/:taskId — Update a task\nPUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed\nDELETE /contacts/:contactId/tasks/:taskId — Delete a task\nPOST /contacts/:contactId/tags — Tag a contact
Trigger: New or updated contact in GHL triggers a row in Tableau via Zapier.
Actions: POST /contacts/ to create a contact; PUT /contacts/:contactId to update; map fields to Tableau fields.
POST /contacts/
contactId, email, name, phone
Trigger: On-demand pull of a specific contact into Tableau.
Actions: GET /contacts/:contactId; pull related tasks, notes, and appointments.
GET /contacts/:contactId
contactId
Trigger: Updates in GHL reflected in Tableau on demand.
Actions: PUT /contacts/:contactId; refresh Tableau data.
PUT /contacts/:contactId
contactId, updatedFields
Automation without custom code to connect GHL data to Tableau.
Real-time data syncing for accurate dashboards.
Custom workflows with triggers and actions tailored to your business.
Essential terms used throughout this guide include API endpoints, triggers, actions, methods, and fields to help you build reliable automations.
A specific URL path that performs a defined operation against an API.
An event in the source system that starts a workflow or data transfer.
An operation initiated in response to a trigger to modify data or perform tasks.
The process of proving identity and securing API requests (e.g., OAuth tokens, API keys).
Create a Zap that triggers on contact updates in GHL and pushes a refresh signal to Tableau so dashboards stay current.
Map each contact property (name, email, phone) to corresponding Tableau fields for richer visualizations.
Use GHL tags or custom fields to filter data in Tableau dashboards via Zapier.
Authorize the GHL account in Zapier and select Contacts API as the trigger.
Choose trigger events (e.g., New or Updated Contact) and map fields to Tableau.
Run tests with live data and publish the workflow to Tableau dashboards.
The GHL API is the gateway that lets external apps read and update your GHL data. It exposes endpoints to retrieve contacts, notes, tasks, and more. For Tableau, you’ll call these endpoints from the Zapier App Connector to pull the data you visualize.\nTip: start with read-only access to validate fields and mappings before enabling write permissions.
No heavy coding is required. The Zapier App Connector provides triggers and actions that map to GHL endpoints. Basic understanding of data fields and field mapping is enough to set up dashboards in Tableau.\nIf you need more customization, you can extend flows with additional steps in Zapier.
Yes, you can pull a broad set of contact data (name, email, phone, notes) depending on permissions. Use filters and field mapping to pull only the data you need into Tableau.\nFor large datasets, consider incremental refresh to keep dashboards current without overloading your data source.
Authenticate by linking your GHL account in Zapier, then generate and store API tokens. Use OAuth or API keys as configured by your GHL account and the Zapier app settings. Always test the connection after setup.\nKeep credentials confidential and rotate tokens regularly.
Test endpoints by running a dry run in Zapier, checking response data, and validating field mappings in Tableau. Use sample data, preview results, and adjust filters before deploying the live workflow.\nReview any error messages for incorrect field names or permissions.
GHL enforces rate limits on API calls. If you hit limits, stagger requests or implement incremental pulls in Zapier. Consider batching data and using Webhooks for event-driven updates when available.
If you encounter errors, verify credentials, permissions, and endpoint paths. Check Zapier task history, GHL API status, and endpoints for typos. Re-authenticate if needed and re-run tests.
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Complete Operations Catalog - 126 Actions & Triggers
