Use OAuth 2.0 or API key methods supported by the Contacts API to securely authenticate requests from the Zapier App Connector.
Zapier App Connector uses standard OAuth 2.0 flow and token refresh to authenticate with GHL. Store credentials securely and rotate as needed.
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; contacts.write; 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 added or updated in GHL, create or update the corresponding contact in your target app via Zapier.
Actions: Create or update contact fields, assign tags, add notes or tasks.
Method Path: GET /contacts/:contactId or POST /contacts/ and PUT /contacts/:contactId
Key fields: contactId, name, email, phone, custom fields
Trigger: A new task or note is created for a contact in GHL.
Actions: Create task in the target app, update status, link to contact records.
Method Path: POST /contacts/:contactId/tasks and GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, content, dueDate
Trigger: Tag changes on a contact trigger downstream automation in the app.
Method Path: POST /contacts/:contactId/tags and PUT /contacts/:contactId
Key fields: contactId, tags array, businessId
Fast automation: automate data flow without writing code.
Real-time sync: near-instant updates across tools.
Scalable workflows: reuse steps across multiple triggers and actions.
Definitions of core terms and processes used when connecting GHL with Zapier via the Contacts API for WhatConverts.
A person in your database whose information you manage via the Contacts API.
A specific URL path in the GHL API that performs an action or returns data.
An event that starts an automation or workflow in Zapier when data changes in GHL.
The method used by Zapier to prove identity to GHL (OAuth 2.0, tokens, etc.).
Set up a weekly export of contacts to your data warehouse.
Create a digest of completed tasks per contact.
Automatically tag and group contacts by behavior.
Obtain OAuth tokens and set up the connection in Zapier.
Select the Contacts API endpoints and map fields to your app.
Run a test, validate data flow, and enable automation.
The Contacts API supports OAuth 2.0 tokens and API keys for authentication. Use OAuth 2.0 for long-lived connections and token refresh. API keys can be used for simple, server-to-server integrations. Always store credentials securely and rotate access tokens regularly.
Key endpoints include GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and GET /contacts/:contactId/tasks. These endpoints cover basic CRUD for contacts and their tasks, notes, and tags.
Yes. Use PUT /contacts/:contactId to update a contact and propagate changes to connected apps via Zapier. Webhooks or polling can trigger updates in downstream systems.
You can create tasks, notes, and tags associated with a contact using the respective endpoints. Zapier actions can push these updates to any connected app, keeping records in sync.
Rate limits depend on your GHL plan. Plan accordingly and implement exponential backoff in Zapier to handle transient errors without data loss.
Connections are secured via OAuth 2.0 or API keys. Use encrypted storage for tokens and follow best practices for secret management in Zapier.
Sample mappings include: contactId, name, email, phone, tags, businessId, taskId, noteId, and content. Create a mapping guide in Zapier for your specific workflow.
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