Use OAuth 2.0 to securely authorize the Zapier App Connector to access your GHL Contacts data. You’ll grant permissions and receive access tokens to perform API requests.
Zapier uses OAuth 2.0 to access your GHL data, or uses a service account/API key when supported. Complete the authorization flow to enable data transfer.
The following endpoints are available for use in automations: 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 created or updated in GHL.
Action: create or update contact in the App Connector; optionally sync related tasks and notes.
GET /contacts/:contactId
contactId, email, name
Trigger when a new task is created for a contact in GHL.
Action: create a corresponding task in the App Connector; link to contactId.
GET /contacts/:contactId/tasks
contactId, taskId, status
Trigger when a new note is added for a contact.
Action: create or update note in the App Connector.
GET /contacts/:contactId/notes
contactId, noteId, note
No-code automation to connect TrueCoach data to your workflow.
Rapid setup with ready-to-use endpoints and triggers.
Scales with your contacts, tasks, and notes without writing code.
Understand the core elements: endpoints, triggers, actions, and fields used to map data between GHL and Zapier App Connector for TrueCoach.
A specific URL in the API that performs a defined action or returns data, e.g., GET /contacts/:contactId.
Authorization protocol used to securely grant access without sharing passwords, via tokens.
A person stored in GHL with associated data like tasks, notes, and appointments.
A piece of information linked to a contact, used for context and history.
When a new contact is added in GHL, automatically create a Welcome task in TrueCoach via Zapier App Connector.
Pull tasks, notes, and appointments into a centralized activity hub for teams.
Trigger updates and actions based on business scope, contact tags, or segments.
Start by granting OAuth access from GHL to the Zapier App Connector.
Choose endpoints such as /contacts and /contacts/:contactId/tasks to pull data.
Run tests to verify data flow and enable automation in production.
No coding is required to start using this integration. The App Connector provides a visual workflow builder to connect GHL’s Contacts API endpoints with your Zapier automations. You can configure triggers, actions, and data mappings without writing a single line of code. This makes it accessible for marketers, sales teams, and operations folks who want fast results. In addition, you can extend capabilities by chaining multiple endpoints and actions to build robust data flows across TrueCoach, contacts, and activity records.
The Contacts API exposes a range of data: contacts themselves, their tasks, notes, appointments, and tagging information. You can read and organize by contact, fetch task status, review notes history, and pull appointments to synchronize schedules. Some endpoints also support creating or updating records, enabling full bi-directional sync where supported by permissions. Remember to respect scope (contacts.readonly) and any rate limits when designing your automations.
Authentication is handled via OAuth 2.0. You’ll authorize the Zapier App Connector to access your GHL data, grant the requested scopes, and exchange tokens to perform API requests. If your setup supports API keys or service accounts, those options can be configured as well. After authorization, your automations can securely read and write data within the permissions granted by the access token.
There are typical API rate limits to prevent abuse and ensure stable performance. When designing automations, space requests to avoid bursts, cache results when appropriate, and stagger syncs for large datasets. If you hit a limit, consider batching calls or spreading activities over time until you obtain the next window.
You can update or create records through supported endpoints; deletion and destructive actions should be used with caution and only where supported by the app’s permissions. Always test in a sandbox or staging environment before deploying to production. If a delete endpoint is unavailable, you can implement soft deletes or archival workflows to preserve data history.
The practical endpoints for automation include: /contacts/:contactId (read), /contacts/:contactId/tasks (read), /contacts/:contactId/notes (read), /contacts/:contactId/notes/:id (read), /contacts/:contactId/appointments (read), and /contacts/ (list). Additional endpoints support creating or updating contacts and tasks where permissions allow. Your automation should select endpoints based on the data you need and the actions you want to automate, keeping security and performance in mind.
If you encounter issues, start with the integration’s troubleshooting guide and ensure your OAuth scopes are correctly granted. You can also reach support via the platform’s help center or donde applicable, contact the account administrator. For more advanced problems, gather logs from the App Connector and the API responses to share with support for faster diagnosis.
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Complete Operations Catalog - 126 Actions & Triggers
