Use OAuth 2.0 with scopes like read-only, stored securely in Zapier, and refresh tokens as needed to maintain access to the Contacts API.
Set up a secure connection in Zapier using your GHL API credentials; test the link to confirm access before building 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; 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 on contact creation or update in VTiger, then sync changes to GHL using the Contacts API.
Actions include creating or updating contacts, and attaching tasks or notes using endpoints 1–7 and 4–5.
Core calls: GET /contacts/:contactId to read, PUT /contacts/:contactId to update; POST /contacts/ to create.
contactId, businessId, taskId, noteId
Trigger on scheduled checks or bulk changes to synchronize multiple records at once.
Actions: create/update multiple contacts, tasks, and notes using endpoints 10–17.
Methods include POST /contacts/ to create, PUT /contacts/:contactId/tasks/:taskId to update tasks, PUT /contacts/:contactId/tasks/:taskId/completed to mark done.
contactId, taskId, businessId
Trigger when notes are added or appointments are scheduled to update VTiger.
Actions: create notes and schedule or update appointments using endpoints 4–7.
Methods: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/:contactId/notes, etc.
contactId, id
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Rapid VTiger integration with GHL data to reduce manual data entry and errors.
Scalable workflows for growing teams with centralized data and auditable logs.
Key elements include endpoints, authentication, triggers, actions, and data mapping. Processes cover discovery, connection, mapping, testing, and deployment.
A URL path that performs a specific operation, such as GET /contacts/:contactId.
Methods used to prove identity (OAuth tokens, API keys) to access API data.
An event that starts a Zap workflow (e.g., new or updated contact).
An operation executed by Zapier in response to a trigger (e.g., update a contact).
Map new leads from another system into GHL Contacts API to create contacts automatically in VTiger.
When a task is updated in GHL, reflect changes in VTiger using the /contacts/:contactId/tasks endpoints.
Push notes from GHL to VTiger notes for better context.
Configure OAuth 2.0 tokens and verify access to read contact data.
Select endpoints like GET /contacts/:contactId and POST /contacts/ to enable sync and creation.
Create Zaps that trigger on events and perform actions using the mapped endpoints.
The VTiger GHL Contacts API exposes endpoints to read, create, update, and delete contacts, tasks, notes, and more. Use GET /contacts/:contactId to fetch data and POST /contacts/ to create new records. You can also manage related data such as tasks and notes via the corresponding endpoints.
To test your Zapier connection, use Zapier’s test connection feature and run a sample Zap. Check the response payloads, status codes, and ensure the auth tokens are valid. If needed, re-auth and retry.
Yes. You can update existing VTiger contacts via PUT /contacts/:contactId and adjust related fields. Map the field values in Zapier and test updates in a safe sandbox before going live.
Rate limits vary by GHL and plan. Zapier automatically retries failed requests and provides backoff guidance. Review your GHL quotas and consider batching operations for high-volume apps.
Typical scopes include contacts.readonly for read access and contacts.write for write operations. Request the minimum required scope and keep tokens refreshed.
Field mapping happens in Zapier’s editor. Align data types (string, number, date) and use lookup fields where possible to ensure clean data transfer.
OAuth tokens expire periodically. Zapier manages token refresh automatically, but ensure your refresh token remains valid and re-authenticate if prompted.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
