Use API keys or OAuth 2.0 to securely access endpoints such as get contacts or update tasks
Configure the Zapier App Connector to authenticate with the Contacts API using OAuth 2.0 and the required scopes for read only access
GET /contacts/:contactId fetches a single contact; GET /contacts/:contactId/tasks lists tasks for a contact; GET /contacts/:contactId/tasks/:taskId fetches a specific task; GET /contacts/:contactId/notes lists notes; GET /contacts/:contactId/notes/:id fetches a note; GET /contacts/:contactId/appointments fetches related appointments; GET /contacts/ lists all contacts; GET /contacts/business/:businessId fetches contacts by business; permissions: contacts.write; POST /contacts/ create contact; PUT /contacts/:contactId update contact; DELETE /contacts/:contactId delete contact; POST /contacts/:contactId/tasks create a task; PUT /contacts/:contactId/tasks/:taskId update a task; PUT /contacts/:contactId/tasks/:taskId/completed mark a task completed; DELETE /contacts/:contactId/tasks/:taskId delete a task; POST /contacts/:contactId/tags add tags
Use the get contact by id endpoint as a trigger to pull updates whenever a contact changes
Create or update a contact, add notes or tasks via POST and PUT endpoints
Methods and paths include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId to cover read create and update
Key fields are contactId, email, and name
Trigger when a contact task is updated using GET /contacts/:contactId/tasks
Create tasks with POST /contacts/:contactId/tasks and update with PUT /contacts/:contactId/tasks/:taskId
Paths used include GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId and PUT /contacts/:contactId/tasks/:taskId/completed
Required fields: contactId, taskId, title
Trigger on new notes or appointments via the related endpoints
Add notes with POST /contacts/:contactId/notes and fetch appointments with GET /contacts/:contactId/appointments
Methods: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Required fields: contactId and content for notes; contactId for appointments
Faster setup with drag and drop automation and no coding required
Bi directional syncing between VanillaSoft and other apps via Zapier flows
Scalable workflows with webhooks and triggers for ongoing automation
Key components and processes explained to help you build reliable automations
A URL that exposes a specific function in an API and accepts parameters to perform an action
A standard protocol for authorizing access to APIs without sharing user credentials
A way for services to notify your app when events happen in real time
Architectural style for building scalable web services using standard HTTP methods
Use a trigger when a new contact is created to auto populate CRM and tasks
Create tasks and notes when contact moves stages in VanillaSoft
Aggregate contact activity and visualize results in dashboards via Zapier
Authorize the Zapier App Connector to access Contacts API using OAuth and the required scopes
Set up triggers like new contact or updated task and map to actions such as create contact or add notes
Run tests verify data flow and enable the Zap to run on schedule
The Contacts API supports secure access via API keys or OAuth 2.0. You should generate an API key from your account and pass it in the Authorization header, or complete the OAuth flow to grant read only access. Use the scope contacts.readonly to limit permissions. In Zapier, create a connection by choosing OAuth 2.0 and selecting the Contacts API in the app. After authorization, you can test endpoints such as GET /contacts/ and GET /contacts/:contactId.
The main endpoints cover fetch create update and delete operations for contacts and related data like tasks notes and appointments. You can fetch a contact with GET /contacts/:contactId, create with POST /contacts/, update with PUT /contacts/:contactId, delete with DELETE /contacts/:contactId. You can also manage tasks and notes with their respective endpoints. Rate limits apply per app account. Contact support if you need higher quotas.
To connect the Zapier App Connector, create a new Zap and choose the Contacts API in the app list. Authenticate with OAuth 2.0, authorize, and then select a trigger such as new contact or updated task. Map the fields to actions like create contact or add a note and test the workflow.
API calls are subject to rate limits based on your plan. If you hit a limit, try batching requests or spacing triggers. Use webhooks where available to reduce polling. If you need higher limits, contact support to review your usage.
Yes. You can fetch related data such as tasks notes and appointments for a contact using GET endpoints. You can also create and update tasks notes and tags to keep everything in sync.
In Zapier you can create actions that call POST PUT or DELETE endpoints to create or update a contact. Map required fields like name email and contactId and test the action to ensure data flows correctly.
No coding is required for standard automations. The Zapier App Connector provides a visual interface to set triggers actions and mappings. For complex logic you can use filters paths and custom code steps in Zapier if needed.
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Complete Operations Catalog - 126 Actions & Triggers
