Authorize requests using your GHL API credentials. The Contacts API scope (readonly) governs what you can read; broader scopes unlock write capabilities as needed. Use OAuth where supported and secure tokens.
Transax authenticates with GHL through the Zapier App Connector using your API key or OAuth token. Store credentials securely and rotate regularly.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — Retrieve 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 specific note; GET /contacts/:contactId/appointments — Retrieve appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts by business; API Endpoint9: contacts.write — Permission to write contacts; 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 as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add a tag to a contact
Trigger: a new or updated contact in Transax starts a Zap that creates or updates a corresponding contact in GHL.
Actions: create/update contact; attach notes and tasks as needed.
Key methods used: GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId
Key fields: contactId, email, businessId.
Trigger: changes in Transax push to GHL; use webhooks for real-time updates.
Actions: upsert contact, sync notes, and tasks between systems.
Methods: POST /contacts/, PUT /contacts/:contactId, and related endpoints for notes/tasks.
Key fields: contactId, email.
Trigger: external system calls Transax to GHL via API.
Actions: run batch updates, leverage multiple endpoints for complex changes.
Methods: batch endpoints, e.g., POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, etc.
Key fields: contactId, taskId, id.
Create robust automations without writing code using Zapier and the GHL Contacts API.
Fast setup, reusable templates, and built-in error handling.
Unified data flow between Transax and GHL with clear audit trails.
Key elements include endpoints, authentication, triggers, actions, and mapping fields between Transax and the GHL Contacts API.
A defined URL path and HTTP method used to perform a specific operation against the GHL API.
The process of validating and authorizing access to API resources (tokens, OAuth, scopes).
A real-time notification mechanism that informs your system when data changes.
An industry-standard authorization framework that enables secure delegated access.
When a new contact is created in Transax, automatically create or update the corresponding contact in GHL via Zapier.
Sync notes and tasks between Transax and GHL to keep activity history aligned.
Use businessId and tags to segment records and trigger targeted automations.
Obtain GHL API credentials and configure the Zapier app with the correct scopes.
Create field mappings between Transax and GHL contact fields (email, name, notes, tasks).
Run tests, verify data flow, and enable automation in production.
You authenticate using your GHL API credentials within the Zapier App Connector. Ensure the scopes include contacts.readonly or broader as needed. Use OAuth 2.0 where supported, and keep credentials secure. Two-factor authentication and rotating tokens are recommended for security.
Endpoints listed under the Endpoints section include fetching contacts, their tasks, notes, and appointments. Not all endpoints are required for every workflow; choose only the endpoints you need for your automations to reduce latency and ensure accuracy.
Yes. No-code automations are possible by using Zapier to connect Transax and the GHL Contacts API. You can set triggers, actions, and mappings without writing code. For advanced flows, you may still need custom paths.
Create a field mapping between Transax fields and GHL contact fields (e.g., Transax email -> GHL contact email). Use Zapier’s mapping tools to sync notes, tasks, and contact properties. Validate data types and formats.
Implement retries with exponential backoff. Use idempotent endpoints where possible to avoid duplicates. Log failures and alert on persistent errors.
Yes, by coordinating updates from both sides. Set triggers for changes in Transax to update GHL, and monitor for conflicts. Carefully manage last-writer-wins strategy to avoid data loss.
Rate limits vary by endpoint. Check the GHL API docs for current quotas. In Zapier, space calls across tasks to avoid hitting limits and implement backoff.
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Complete Operations Catalog - 126 Actions & Triggers
