Establish a secure connection to the Contacts API using your API credentials and the appropriate scope.
Connect the Zapier App Connector to your GHL account using OAuth2 and grant the needed scopes for reading contacts, notes, and tasks.
Key endpoints for common CRM workflows are listed below and are used to power automations in Zapier.
Trigger on new or updated contacts and their related tasks to keep workflows in sync.
Actions include retrieving a contact, pulling associated tasks, and creating notes.
GET /contacts/:contactId and related subresources like /contacts/:contactId/tasks
Important fields: contactId, tasks, notes, and timestamps
Trigger when new contacts are added under a specific business
Actions to fetch the business contact list or to create/update contacts
GET /contacts/business/:businessId
Fields include businessId, contact fields, and pagination
Trigger on task updates or completion for a contact
Actions to update task status, assign, or mark completed
PUT /contacts/:contactId/tasks/:taskId
Includes contactId, taskId, status, and due date
Automate repetitive CRM tasks without writing code
Keep data in sync across apps to reduce manual data entry
Get real time updates to trigger proactive workflows
Key elements include endpoints, authentication, and data fields used across the API
Application Programming Interface that allows apps to talk to each other
A URL that exposes a resource in the API for interaction
The process of proving identity and authorizing access to an API
A way for apps to receive real time updates pushed from another service
Create contacts in Bulk from form submissions and trigger onboarding workflows
When emails create tasks, automatically attach them to the related contact
Automatically append task updates to contact notes for context
In Zapier, connect your Contacts API through the App Connector
Provide credentials and grant access to required scopes
Run a test and publish your Zap to production
The Contacts API provides endpoints for retrieving contacts, tasks, notes, appointments, and more. You can build automations that respond to new or updated records. Explore endpoints to fit your workflow.
Authenticate using OAuth2 and API keys as applicable, then authorize the Zapier App Connector to access the scopes you need. Ensure your app has the correct credentials stored securely.
The read only scope contacts.readonly restricts update actions. To modify data, use write or specific endpoints for updates after granting appropriate permissions.
Yes. Use POST, PUT, and DELETE endpoints such as POST /contacts/ and PUT /contacts/:contactId to create and update records. Be mindful of permissions and rate limits.
Rate limits vary by plan. Plan ahead and cache results where possible. Implement exponential backoff in your Zapier zaps.
In Zapier, use the Test action and then run a test Zap to verify that data flows correctly between apps.
Data fields include contactId, firstName, lastName, email, phone, notes, tasks, and appointments. Review the API documentation for full field lists.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
