Grant the Zapier App Connector access to read and manage your Contacts data (contacts, tasks, notes, appointments) in GHL to enable automated transcript retrieval.
During setup, authorize Zapier to securely access your GHL Contacts data using OAuth where supported or API keys, then test in a sandbox before live use.
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: a contact is created or updated in GHL to kick off transcript processing.
Actions: fetch contact details and related notes/tasks to assemble transcripts.
GET /contacts/:contactId
Key fields: contactId, name, email, status
Trigger: note or appointment updates
Actions: retrieve notes (/contacts/:contactId/notes) and appointments (/contacts/:contactId/appointments).
GET /contacts/:contactId/notes
Key fields: id, date, content
Trigger: task created or updated
Actions: create/update tasks via /contacts/:contactId/tasks and mark as completed when appropriate.
POST /contacts/:contactId/tasks
Fields: taskId, title, status, dueDate
Automate transcripts without coding.
Rapid setup with drag-and-drop workflow builders.
Scalable automation across contacts, notes, tasks, and transcripts.
Overview of terms and processes you’ll use when connecting the GHL Contacts API with the Zapier App Connector.
A set of rules and tools that lets different apps speak to each other.
A method for real-time data delivery from one system to another.
Standard authorization protocol used to grant limited access securely.
A specific URL path that performs a defined operation in an API.
Set up a workflow that downloads transcripts automatically when a contact is updated.
Pull notes and attach transcripts to contact records.
Create tasks to track transcript delivery and review.
Authorize access to both systems.
Select endpoints for contacts, notes, tasks, and transcripts.
Create Zapier workflows to automate transcript downloads.
Yes, authentication is required. Use OAuth where supported to securely authorize the Zapier App Connector. Test credentials in a sandbox before going live.
Yes. The API provides endpoints for notes and tasks; you can fetch and sync data to support transcript workflows.
For transcripts, use the contacts and notes endpoints in combination with tasks to assemble complete transcripts.
Some endpoints support modification and deletion via POST/PUT/DELETE; review permissions and use caution.
Webhooks are available for real-time updates in supported plans.
Permissions should include read access for transcripts and write permissions for tasks when needed.
Use test mode and sandbox environments to verify connections before going live.
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Complete Operations Catalog - 126 Actions & Triggers
