Authenticate requests using your GHL API token with the specified scope of contacts.readonly. Ensure secure handling of credentials and rotate tokens as needed.
Configure OAuth or API key authentication in the Zapier App Connector to securely connect to the Contacts API. Store tokens securely and implement least-privilege access.
Key endpoints used in this integration 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, 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 new or updated contact is detected, then pull related tasks and notes using endpoints 1-4 to populate your Teamwork Desk workflow.
Actions: fetch tasks, fetch notes, create or update related items, and surface key contact fields in Teamwork Desk.
Method paths: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, businessId
Trigger when tasks are created or updated to keep contact records in sync with task status and completion.
Actions: update task details, mark as completed, and reflect changes back to the contact record.
Method paths: PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, completed
Trigger when a contact is created or updated to apply tags and maintain segmentation.
Actions: add or update tags, adjust contact fields, and trigger downstream automations.
Method paths: POST /contacts/:contactId/tags
Key fields: contactId, tagId
Automate workflows without writing code and deploy automation quickly.
Achieve rapid data synchronization between GHL and your apps with reliable triggers and actions.
Customize workflows for Teamwork Desk with flexible triggers, actions, and endpoints.
A quick glossary of essential terms for integrating GHL and the Zapier App Connector.
The GHL API is the RESTful interface used to manage contacts, tasks, notes, appointments, and more within GHL.
OAuth 2.0 is the authorization framework used to securely grant access tokens for API requests between GHL and third-party apps.
An API token is a secure key used to authenticate requests to the GHL API within the Zapier App Connector.
Endpoints are the specific URL paths used to perform actions like GET /contacts/:contactId and POST /contacts/:contactId/tasks.
When a new contact is added in GHL, automatically create a starter task in their Teamwork Desk record to kick off onboarding. This keeps teams aligned from day one.
Update contact tags based on notes and activity cadence to enhance segmentation and targeting in Teamwork Desk.
Set up periodic checks to prune stale tasks and refresh contact data to keep your CRM clean and actionable.
Obtain an API token and configure OAuth in the Zapier App Connector for secure access to the Contacts API.
Choose endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks to feed your automations.
Set up triggers for new contacts and actions to update tasks, notes, and tags in Teamwork Desk.
Yes. The GHL Contacts API provides access to core data such as contacts, tasks, and notes via endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks. In the Zapier App Connector, you can configure triggers to pull data and actions to update or create items in Teamwork Desk. This lets you automate onboarding and follow-ups without manual work. Start with reading authentication requirements, then map the fields you need (contactId, taskId, noteId) to ensure data flows correctly into your workflows.
For Teamwork Desk workflows, prioritize endpoints that sync contact records with related work items: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and POST /contacts/:contactId/tasks. Use POST /contacts/:contactId/tags to classify contacts and keep segmentation accurate. Combine read endpoints for monitoring with write endpoints for updates to maintain alignment across systems.
Authentication is handled via API tokens or OAuth in the Zapier App Connector. Store credentials securely and apply the least-privilege scope (e.g., contacts.readonly) for read-only automation until you need write access. Regularly rotate tokens and monitor access logs for unusual activity. Leverage Zapier’s secure storage and encrypted connections to protect sensitive data during transfers between GHL and Zapier.
Yes. The Contacts API supports updates and deletions via endpoints like PUT /contacts/:contactId and DELETE /contacts/:contactId, as well as update paths for tasks (PUT /contacts/:contactId/tasks/:taskId) and notes. In a no-code setup, you can configure these actions within Zapier to modify records automatically. Always implement guardrails and error handling to prevent unintended data loss.
No extensive coding is required. The Zapier App Connector provides a no-code interface to connect GHL’s Contacts API to Teamwork Desk. You will configure triggers, actions, and field mappings through the Zapier UI. A basic understanding of the endpoints and data fields (contactId, taskId, noteId) helps you build effective automations quickly.
Rate limits depend on your GHL plan and the Zapier integration. To avoid hitting limits, batch requests where possible, cache non-frequently changing data, and implement exponential backoff on errors. Use idempotent triggers to prevent duplicate actions and monitor API usage regularly. Follow best practices for authentication, data mapping, and endpoint selection to keep automations resilient.
Test each trigger and action in Zapier using sample data before going live. Validate that data maps correctly (contactId, taskId, noteId) and that updates propagate as expected. Use staging environments when available and review logs for any mismatches. Create a few test scenarios: new contact creation, task completion, and tag updates to ensure end-to-end reliability.
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Complete Operations Catalog - 126 Actions & Triggers
