Use OAuth with the GHL Contacts API to request the scopes shown below (for example: contacts.readonly). Securely store tokens and refresh as needed for uninterrupted access.
In Usersnap, configure the Zapier app with your OAuth credentials or API key to authorize requests to GHL. Keep credentials secure and rotate periodically.
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: When a contact is created or updated in GHL’s Contacts API, initiate a sync in Usersnap to pull the contact details and related tasks.
Actions: Retrieve contact, fetch tasks, fetch notes, and create/update corresponding records in Usersnap; map fields like name, email, phone, and tasks.
GET /contacts/:contactId and GET /contacts/:contactId/tasks
contactId, firstName, lastName, email, phone, tasks[].id, tasks[].title, tasks[].status
Trigger: A new or updated task is created for a contact in GHL, prompting a corresponding task in Usersnap.
Actions: Create a task in Usersnap via POST /contacts/:contactId/tasks, include title, dueDate, and status; keep fields aligned with GHL.
POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate, status
Trigger: When a task is completed in GHL, update the corresponding task in Usersnap.
Actions: Update completion status via PUT /contacts/:contactId/tasks/:taskId/completed; map completed to Usersnap.
PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, completed
No-code setup lets you connect GHL and Usersnap quickly with visual workflows, reducing reliance on developers.
Faster time-to-value as common operations (retrieve contacts, create tasks, sync notes) are pre-mapped and easy to adjust.
Ongoing maintenance is simpler, with centralized mappings and less custom code to maintain.
This section defines the core elements—endpoints, triggers, actions, and data mapping—needed to connect GHL’s Contacts API with Usersnap via a no-code workflow.
A specific URL and HTTP method used to interact with the GHL API to perform a resource operation (e.g., GET /contacts/:contactId).
A real-time notification mechanism that sends data to a designated URL when events occur in GHL.
The process of proving identity to access GHL resources, typically via OAuth 2.0 tokens or API keys.
Translating and aligning fields between GHL and Usersnap so data flows correctly (e.g., firstName -> first_name).
Set up a trigger so any new or updated contact creates or updates a corresponding task in Usersnap, keeping teams aligned on next actions.
When a contact note is created or updated in GHL, instantly mirror it in Usersnap to enrich context for stakeholders.
Aggregate weekly contact activity (tasks, notes, updates) from GHL and present it in a concise digest within Usersnap for teams.
Obtain and securely store OAuth credentials for GHL and Usersnap; test access to endpoints in a sandbox environment.
Define field mappings between GHL Contacts and Usersnap, and configure which endpoints trigger which actions.
Run end-to-end tests, validate data integrity, monitor logs, and deploy to production with alerts for failures.
GHL supports OAuth 2.0 and API key-based authentication. For most integrations, OAuth 2.0 is recommended because it provides secure token-based access with token refresh. Keep your credentials secret and rotate keys regularly to minimize risk. In your app you will request the scopes needed (for example, contacts.readonly) and manage token lifetimes in your connector. If you hit any token expiry, refresh the token automatically to maintain a seamless connection.
Common endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks to retrieve tasks, and POST /contacts/:contactId/tasks to create tasks. These endpoints are frequently used for syncing contact records, task lists, and related notes between GHL and Usersnap. Start with a basic flow that pulls a contact and its tasks, then gradually add notes and appointments as needed.
Data mapping ensures fields from GHL align with Usersnap fields (e.g., firstName to first_name, email to email_address). Use a mapping table in your connector to define source and target fields, data types, and any transformation rules. Validate mappings with sample records to confirm correctness before going live.
GHL imposes rate limits and per-endpoint quotas. To avoid throttling, stagger requests, implement exponential backoff on failures, and batch data where possible. Monitor API usage in your dashboard and set alerts if you approach limits. Caching and selective syncing can further reduce calls.
Testing should be done in a sandbox or staging environment. Use test contacts and tasks to verify triggers, mappings, and error handling. Validate data integrity by comparing source and target fields after each test run, and review logs for any mismatches or failed requests.
While this guide focuses on Usersnap, the same no-code pattern can be extended to other apps that expose compatible endpoints and authentication. Ensure you adapt field mappings, triggers, and actions for each new app and maintain separate dashboards for monitoring.
Logs can be viewed in your integration platform or Zapier-like connector. Enable verbose logging during setup, capture request/response payloads, and monitor webhook deliveries. If errors occur, consult the endpoint documentation, verify credentials, and check field mappings for discrepancies.
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Complete Operations Catalog - 126 Actions & Triggers
