GHL requires a secure access token. Use OAuth 2.0 or an API key depending on your setup. Ensure the token has the required scope: contacts.readonly.
Connect the Zapier App Connector to your GHL account by providing the token or OAuth credentials. Store credentials securely and test the connection before automating.
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: when a contact is accessed or a new contact is created in GHL, triggering a fetch of the contact’s details.
Actions: GET /contacts/:contactId to pull details; GET /contacts/:contactId/tasks to fetch tasks; GET /contacts/:contactId/notes to fetch notes.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: a new or updated contact in GHL should create or refresh the corresponding record in the Zapier workflow.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; POST /contacts/:contactId/tasks to log activity.
POST /contacts/; PUT /contacts/:contactId
Key fields: name, email; optional: businessId, phone
Trigger: when a tag is added or removed from a contact.
Actions: POST /contacts/:contactId/tags to apply tags.
POST /contacts/:contactId/tags
Key fields: contactId, tag names
Automate routine updates without writing code, freeing you to focus on your workflows.
Keep contact data synchronized across tools in real time within a single automation platform.
Access endpoints for notes, tasks, and appointments without heavy development effort.
Core objects and processes covered here include Contacts, Tasks, Notes, Appointments, Tags, and the authentication and CRUD methods used by the GHL Contacts API when connected through the Zapier App Connector.
A CRM record representing a person or business with identifiers like name, email, and phone.
A to‑do item linked to a contact, used to track activities and follow ups.
A freeform piece of information attached to a contact for context and history.
A specific URL path used to perform API actions such as GET, POST, PUT, or DELETE.
Whenever a new note is created for a contact, automatically generate a follow‑up task to ensure timely follow‑ups and accountability.
Apply tags based on contact attributes to enable downstream segmentation and targeted campaigns.
Push updates to Slack, email, or a dashboard when key contact fields change.
Set up OAuth or API key exchange between GHL and the Zapier app and test the connection.
Define mappings for contact fields and select endpoints to trigger actions.
Create sample workflows, run tests, monitor logs, and deploy your automations.
Answer: The GHL Contacts API supports token‑based authentication using OAuth 2.0 or API keys, depending on your setup. Start by creating a connected app in GHL and granting the appropriate scope for read access to contacts. In Zapier, you will authenticate against this app to establish a secure connection. Paragraph 2: Always store tokens securely, rotate credentials periodically, and test your connection after any credential update to ensure uninterrupted automation.
Answer: The most commonly used endpoints are GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to retrieve tasks, and POST /contacts/ to create new contacts. For richer workflows you may also pull notes with GET /contacts/:contactId/notes and tag management with POST /contacts/:contactId/tags. Paragraph 2: Use the endpoints that align with your automation goals, and keep an eye on API responses for rate limits and pagination when listing large sets.
Answer: If you hit rate limits, implement exponential backoff and batch requests where possible. Check error codes returned by the API and ensure your app gracefully retries failed calls. Paragraph 2: For errors, capture the response body to diagnose missing fields or invalid IDs, then adjust your field mappings or endpoint selections accordingly.
Answer: Field mapping can be automated by using Zapier’s built‑in data mapping features and by creating reusable templates for contact objects. Paragraph 2: You can also create a custom mapping step to normalize field names between GHL and the Zapier app and apply default values when fields are missing.
Answer: Yes. If you prefer a no‑code approach, use Zapier triggers and actions that only require selecting endpoints and mapping fields in the UI. Paragraph 2: This lets you automate complex workflows without writing code while still leveraging the full power of the GHL Contacts API.
Answer: Logs and troubleshooting information are available in the Zapier task history and in the GHL activity logs. Paragraph 2: Use verbose error messages and enable detailed logging for API calls to pinpoint problems, then adjust credentials, mappings, or endpoint usage as needed.
Answer: Secure credentials by using OAuth tokens or API keys stored in a protected vault, restrict scopes to the minimum needed, and rotate credentials regularly. Paragraph 2: Always verify that webhooks and callbacks use TLS and that only trusted IPs can access your endpoints.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
