Begin by generating API credentials in your GHL account for the Contacts API and granting the Zapier App Connector access to your data under the scope: contacts.readonly.
In Zapier, connect your GHL account by selecting the Contacts API and granting permissions for read operations and relevant endpoints.
GET /contacts/:contactId — Retrieve a specific contact GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a note GET /contacts/:contactId/appointments — List appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts for a business contacts.write — Scope for write access 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 tags to a contact
Trigger example: when a contact’s details or tasks are updated in GHL, pull the latest data into Zapier.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to assemble a profile.
Method paths to implement: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes.
Key fields: contactId, taskId, noteId, businessId.
Trigger: new or updated contact in Visma eAccounting reflected in Zapier.
Actions: POST /contacts/, PUT /contacts/:contactId, PUT /contacts/:contactId/tasks/:taskId
Methods: POST /contacts/; PUT /contacts/:contactId; PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, businessId
Trigger: new notes or tags added to a contact.
Actions: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; POST /contacts/:contactId/tags
Methods: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; POST /contacts/:contactId/tags
contactId, id, tag
Automate contact data flows without writing code.
Rapid deployment with drag-and-drop workflows.
Consistent data across apps like CRM, tasks, notes.
Key elements include Contacts, Tasks, Notes, Appointments, and Tags; processes cover authentication, endpoint usage, and data mapping.
Individuals stored in Visma eAccounting, accessible via the Contacts API.
Actions assigned to contacts; can be retrieved, created, updated, or completed.
Text-based remarks linked to a contact for context and history.
HTTP routes used to read, create, update, or delete data in GHL via the API.
Create a workflow to merge duplicate contacts and enrich with data from other apps.
Coordinate tasks between GHL and your project management tool.
Auto-tag contacts based on behavior and route to different workflows.
Obtain API credentials from GHL and authorize within Zapier App Connector.
Select triggers such as contact created or updated and map to actions.
Define actions to read or modify contacts, tasks, notes, and tags.
The Contacts API scope shown here includes read access to contacts data. Use scope: contacts.readonly for safe, read-only workflows. If you need write access, request the appropriate permissions for creating, updating, or deleting contacts. Always apply least privilege in your integrations. In Zapier, connect the GHL account and select the Contacts API to begin.
Available endpoints cover listing, retrieving, and managing contacts, tasks, notes, appointments, and basic business-level queries. Use GET to read data, POST to create, PUT to update, and DELETE to remove records. Some endpoints require a contactId; others list all contacts or filter by businessId.
Yes. Use POST /contacts/ to create a new contact, and PUT /contacts/:contactId to update an existing one. Create tasks with POST /contacts/:contactId/tasks and manage notes with POST /contacts/:contactId/notes.
Authenticate with your GHL account inside Zapier by selecting the Contacts API and granting permission for the requested scope. After authorization, you can test endpoints directly in Zapier’s interface.
Some endpoints require a specific contactId; listing all contacts can be done with GET /contacts/. Always pass the correct identifiers to perform actions.
You can fetch batches of contacts using GET /contacts/ and apply filters. For large datasets, consider incremental synchronization and pagination. The API supports paging with limit and offset parameters.
Use Zapier’s test feature or run a live Zap to verify the connection. Check HTTP responses and status codes, and ensure the correct scope and endpoints are selected.
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Complete Operations Catalog - 126 Actions & Triggers
