Authenticate requests to the Contacts API using your GHL API credentials. The required Scope is contacts.readonly. Store credentials securely and rotate keys regularly.
Workflowy connects to GHL via the Zapier App Connector using OAuth 2.0. When you authorize, you grant the connector permission to access your Workflowy data and perform actions on your behalf.
– GET /contacts/:contactId — Retrieve a single contact by ID; – GET /contacts/:contactId/tasks — List tasks for a contact; – GET /contacts/:contactId/tasks/:taskId — Get a specific task for a contact; – GET /contacts/:contactId/notes — List notes for a contact; – GET /contacts/:contactId/notes/:id — Get a single note for a contact; – GET /contacts/:contactId/appointments — List appointments for a contact; – GET /contacts/ — List all contacts; – GET /contacts/business/:businessId — List contacts for a business; – contacts.write — Permission to create or modify contacts; – POST /contacts/ — Create a new contact; – PUT /contacts/:contactId — Update a contact; – DELETE /contacts/:contactId — Delete a contact; – POST /contacts/:contactId/tasks — Create a task for a contact; – PUT /contacts/:contactId/tasks/:taskId — Update a contact’s task; – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed; – DELETE /contacts/:contactId/tasks/:taskId — Delete a task; – POST /contacts/:contactId/tags — Add a tag to a contact
Trigger: A new task is added to Workflowy for a contact lead.
Action: Create a contact in Contacts API (POST /contacts/) and link the task as a note or associated property.
POST /contacts/
Required: name; Optional: email, phone, businessId
Trigger: Contact updated in Contacts API.
Actions: Update the corresponding Workflowy item and attach any new notes.
PUT /contacts/:contactId
Fields: contactId, name, notes
Trigger: New project in Workflowy.
Actions: POST a new contact to Contacts API and create a linking note in Workflowy.
POST /contacts/
Required: name; Optional: email, businessId
Automate data flow between Workflowy and Contacts API without writing code.
Keep contact notes and task details synchronized across apps for better context.
Set up triggers and actions in minutes using the Zapier App Connector.
This section defines essential elements like endpoints, triggers, actions, and data mappings used in the integration.
A set of rules and protocols that lets two systems communicate.
A standard authorization framework enabling secure access as a user without sharing passwords.
A specific URL path and HTTP method that performs an action on the server.
A URL you provide to receive real-time event data from another service.
Automatically push new Workflowy tasks into a contact’s notes in Contacts API to keep context in one place.
When you add a new Workflowy project with a client name, create or update a contact in Contacts API.
Keep notes, tasks, and contact details synchronized in both directions.
Install and authorize the Zapier App Connector, selecting Contacts API as the action provider.
Choose a Workflowy trigger (new task, new project) and connect it to the Contacts API.
Map your Workflowy fields to Contacts API fields and run a test to verify data flow.
Answer: No coding is required. Use the Zapier App Connector to connect Workflowy and the Contacts API with ready-made triggers and actions, then customize field mappings in the editor. This makes it easy to automate data flow between apps without writing code. Another benefit is that you can reuse the same workflow across multiple projects, reducing setup time and errors as your data grows.
Answer: For basic sync you typically work with a core set of endpoints to read and write contact data and to attach related records like tasks and notes. Start with GET /contacts/:contactId to read a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId to remove. You can extend with related endpoints for tasks, notes, and tags as needed. As you refine your workflow, you can add additional steps to manage appointments and business associations as required.
Answer: Security is built on OAuth 2.0 with token-based access. Your app uses scoped tokens (for example, contacts.readonly) and follows best practices like least privilege and regular rotation. All data in transit is protected via HTTPS. Keep tokens in a secure vault and avoid embedding credentials directly in workflows or code.
Answer: Yes. The Zapier App Connector provides field mapping between Workflowy and Contacts API. You can map name, email, notes, and other fields to the corresponding API fields. If a field does not exist on the Contacts side, you can create a compatible field or use a workaround to store it as a note or tag. Test mappings with sample data to ensure data flows as expected.
Answer: You can push commonly used data such as contact name, email, phone, notes, tags, and related task information. Depending on the endpoint, you can create or update contacts, attach tasks, and store notes. The key is to map the Workflowy data fields to the appropriate Contacts API fields. If you need richer data, consider normalizing Workflowy content to match API expectations before sending.
Answer: Testing is done via the Zapier test flow. Use sample data to simulate triggers and actions, verify API responses, and check that data appears correctly in both Workflowy and Contacts API. Review task history and any error messages to adjust mappings or settings. Once tests pass, enable the workflow and monitor initial runs for any edge cases.
Answer: Logs can be viewed in the Zapier task history and in the GHL App Connector logs. Use these logs to audit data flow, time stamps, and any failed API calls. If needed, enable additional logging on endpoints or add test events to reproduce issues. Regularly reviewing logs helps maintain reliable data synchronization.
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Complete Operations Catalog - 126 Actions & Triggers
