Access to the Contacts API requires OAuth 2.0 with a scoped token. Create a connected application, request the appropriate scope (read-only for retrieval, or write access for updates), and store tokens securely. Include the access token in API requests and refresh when it expires.
In Zapier, configure the connection using OAuth 2.0 (or API key if offered). The connector handles token storage and refresh, and provides a test connection to verify permissions.
Read endpoints: 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. Write endpoints: 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 created or updated, then sync core fields (name, email, phone, company) to your automation for onboarding or CRM updates.
Actions: create a new contact in the CRM, update an existing contact’s details, and attach related tasks or notes.
POST /contacts/ (create a contact)
Key fields: contactId, firstName, lastName, email, phone, tags
Trigger when a task is added or updated for a contact, or when a task completes.
Actions: fetch tasks, create new tasks, update task status and due dates.
GET /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status, completed
Trigger when notes are added or when appointments are scheduled for a contact.
Actions: create notes, fetch notes, schedule or reschedule appointments, and attach notes to contacts.
GET /contacts/:contactId/notes
Key fields: id, note, createdAt, author
No-code automation speeds up setup and reduces development time.
Bi-directional data syncing ensures both systems stay in sync in real time.
Reusable workflow templates and error handling patterns simplify scaling across teams.
This section defines API terms, endpoints, authentication, and data fields you’ll encounter when integrating the Contacts API with Zapier App Connector.
Application Programming Interface: a defined set of rules that allow software components to communicate with each other.
A specific URL in an API that performs a function and returns data.
An authorization framework that issues access tokens granting scoped permissions for API calls.
A callback URL configured to receive real-time event data from an API.
Automatically create a new contact in your CRM when a lead completes a form in your app.
Create follow-up tasks when a contact engages with an email or hits a milestone.
Aggregate contact data to build dashboards for sales performance and pipeline health.
Set up OAuth credentials and authorize access to the Contacts API.
Run test calls to verify permissions and data retrieval.
Create Zaps that push and pull contact data across apps.
Yes. The integration uses OAuth 2.0 and provides a no-code interface in Zapier. You can connect your Contacts API endpoints to triggers and actions without writing code. In addition, you can map fields, apply filters, and configure simple logic using Zapier’s built-in tools.
Basic automation typically requires no programming. However, for advanced scenarios you may leverage Zapier’s formatter, paths, and minimal scripting options within Zaps. This allows complex routing and data transformations without a full code base.
Read endpoints like GET /contacts/:contactId and GET /contacts/:contactId/tasks reveal data you can pull into your apps. The endpoint list above outlines all available read operations and their data fields. Always ensure your token has the necessary read scope.
Authenticate using OAuth 2.0; obtain an access token with the required scopes (e.g., contacts.readonly). In the Zapier app settings, connect the account to generate fresh tokens and handle token refresh automatically.
Use the Zapier test connection feature or run a test Zap to verify permissions and data retrieval. You can view sample responses and confirm field mappings during testing.
Rate limits are defined by the API. Implement exponential backoff and retries for transient errors (429s or 500s). If limits are exceeded, wait briefly and retry according to your policy, avoiding excessive parallel calls.
Yes. You can configure retry rules, backoff strategies, and error handling within Zapier. This helps ensure robust automation even when API hiccups occur.
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