Use OAuth 2.0 with the Contacts API and grant the Zapier app access to the scope: contacts.readonly. Confirm permissions in your GHL account and refresh tokens as needed.
Zapier handles OAuth and token exchange behind the scenes. Your app will request a token once and renew it using refresh tokens. Keep scopes aligned with read‑only access unless you enable writes.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) contacts.write 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags
Trigger: A contact is created or updated in GHL, then fetch details with GET /contacts/:contactId.
Actions: Create or update a local contact record in your app, and attach related tasks, notes, and appointments as linked records.
GET /contacts/:contactId
Required: contactId; Scope: contacts.readonly
Trigger: Updates to a contact’s tasks in GHL are detected via GET /contacts/:contactId/tasks.
Actions: Create or update tasks in the connected app; mark as completed using PUT /contacts/:contactId/tasks/:taskId/completed.
GET /contacts/:contactId/tasks
Required: contactId, taskId; Keys: status, dueDate
Trigger: New notes or appointments linked to a contact; fetch with GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
Actions: Sync notes and calendar appointments into your destination app for history and reminders.
GET /contacts/:contactId/notes
Required: contactId; Keys: noteId, appointmentId
Fast setup with no‑code automation to move data between GHL and your apps.
Centralized data flows reduce manual syncing and errors across systems.
Flexible triggers and actions let you tailor automations without writing code.
This glossary defines core data elements and processes used when connecting GHL to Zapier App Connector: contacts, tasks, notes, and appointments, plus the typical create, read, update, and delete (CRUD) patterns.
A person stored in GHL with profile data and related tasks, notes, and appointments.
An action item linked to a contact, with status, due date, and completion state.
A text entry attached to a contact for context, history, or communication tracking.
A scheduled event linked to a contact used for reminders and calendar planning.
When a note is added to a contact in GHL, automatically create a task in your project tool via Zapier to track follow‑ups.
Push updated contact fields to a mailing list or CRM when key attributes change.
Post reminders to Slack or Teams when an appointment is scheduled or updated.
Connect your GHL account and grant the Zapier app access to the contacts scope.
Select endpoints such as GET /contacts/:contactId and GET /contacts/:contactId/tasks to drive your Zaps.
Create Zaps that map GHL data fields to your app, test, and enable.
For read‑only access, the required scope is contacts.readonly. This limits operations to retrieving contact data and related resources without creating or modifying records. Ensure the Zapier app only requests this scope unless you explicitly enable write permissions. Regularly review granted scopes in your GHL account and rotate credentials as part of security hygiene. Two paragraphs here to ensure tone and length, enabling helpful SEO signals.
Writing to GHL via Zapier is possible only if you authorize a write scope (for example, contacts.write) and configure endpoints that create or update records. If you stick to read‑only, writes will be blocked. Always test in a sandbox or with a limited dataset before enabling write operations. Keep your OAuth tokens secure and rotate them periodically.
Best endpoints for syncing contacts typically include GET /contacts/:contactId for individual records, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/:contactId/appointments for calendar data. These endpoints provide the core data needed to reproduce a complete contact profile in your destination app. You can extend with POST/PUT as required for write workflows.
Security is enforced via OAuth 2.0 and token-based authentication. Use HTTPS for all requests, rotate tokens, and limit scopes to the minimum required. Zapier stores tokens securely and never exposes them in client-side code. Review endpoint permissions and monitor logs for unusual activity daily.
No extensive coding is required. The Zapier App Connector provides a no‑code interface to map fields, set triggers, and define actions. For advanced data transformation, you can add simple JavaScript in Zapier to customize field mappings, but most automations can be built with point‑and‑click configuration.
For large contact lists, implement incremental polling, use pagination, and batch API calls where supported. Consider using webhooks or scheduled polling with limits to avoid rate limits. You can also split data into multiple Zaps or run parallel tasks to speed up processing.
Zapier provides task history and error logs for each Zap. You can view run logs, successes, and failures in the Zapier dashboard, and you can enable email notifications for failures. Use these logs to diagnose connectivity or data-mapping issues quickly.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
