Use token-based authentication with the Contacts API. The Zapier App Connector should request the scope contacts.readonly and present a valid access token for each run.
Zapier App Connector authenticates to the GHL Contacts API using OAuth 2.0 tokens and per-user authorization. Store tokens securely and refresh them 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
This trigger uses GET /contacts/:contactId to fetch a contact and fire downstream actions when the contact changes.
Actions include creating or updating a contact, attaching tasks, and logging notes based on the pulled data.
GET /contacts/:contactId
contactId, email, firstName, lastName
Trigger when a task is added or updated for a contact in Wisepops.
Actions include POST /contacts/:contactId/tasks to add tasks or PUT to update, with changes reflected back to Wisepops.
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate, title
Note added to a contact triggers a note sync.
Actions include POST /contacts/:contactId/notes to add notes and retrieve notes as needed.
GET /contacts/:contactId/notes
contactId, noteId, content, createdAt
Automates data flow between Wisepops and your CRM without writing code.
Keeps contact data, tasks, notes, and appointments in sync across apps.
Speeds automation with ready-to-use templates and zaps.
A quick glossary of terms used in this guide and how the elements map to endpoints, triggers, and actions when connecting the Contacts API with Zapier.
An Application Programming Interface that allows software to communicate and share data securely.
A lightweight callback that sends real-time event data from one app to another.
An event in an app that starts an automation in Zapier.
An operation performed by Zapier in response to a trigger.
Create a workflow that adds new Wisepops subscribers to your Contacts API on contact creation.
Automatically create tasks when a contact reaches certain milestones and sync progress back to Wisepops.
Link notes to contacts and trigger support actions when notes are added.
Generate an access token and client credentials for the Contacts API and the Zapier App Connector.
Enter the API base URL, set scopes to contacts.readonly, and securely store tokens.
Run a test, verify data flows, and enable the Zapier automation for Wisepops.
The Contacts API lets Wisepops read and retrieve contact data via the Zapier App Connector. Two key ideas are that you can pull contact details to trigger automations and pull related items like tasks and notes. For practical use, start with read-only access and test the data flow end-to-end.
Read-only access requires scopes such as contacts.readonly. Ensure your Zapier app only requests what is necessary for your automation. Review token lifetimes and refresh flows to maintain uninterrupted access.
Write and update capabilities can be enabled via controlled endpoints like POST /contacts/ and PUT /contacts/:contactId. Use caution and test in a staging environment before deploying live automations.
Map fields between Wisepops and GHL by aligning similar data points (name, email, phone, notes). Use the endpoints that support the data you need and validate field formats during setup.
Test the connection with a controlled test contact, verify that triggers fire as expected, and confirm that data syncs correctly across Wisepops and GHL. Use logs and error messages to troubleshoot.
You can set this up yourself if you’re comfortable with API tokens and OAuth. For complex mappings or custom workflows, consider consulting a developer or using a specialized consultant.
API keys and tokens are found in your GHL developer settings and your Zapier account. Keep credentials secure, rotate tokens periodically, and document where each token is used in your automation.
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