Obtain your API credentials from the GHL Contacts API and configure them in WS Form so all calls are authenticated.
In WS Form, configure the Zapier app connector to use OAuth or API keys to securely access Contacts API.
– 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 (scope) – 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: a new or updated form submission creates or updates a contact in the GHL Contacts API.
Actions: create or update a contact, map fields, and optionally attach tasks or notes.
Methods: POST /contacts/ to create and PUT /contacts/:contactId to update.
Key fields: email, firstName, lastName, phone, company, contactId.
Trigger: new or updated WS Form tasks are pushed to GHL as tasks.
Actions: POST /contacts/:contactId/tasks, PUT for updates, and mark completed with PUT /contacts/:contactId/tasks/:taskId/completed.
Methods: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, taskName, dueDate, status.
Trigger: new notes in WS Form are saved to the contact in GHL.
Actions: POST /contacts/:contactId/notes, and PUT /contacts/:contactId/notes/:id for updates.
Methods: POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id
Key fields: contactId, noteId, noteContent.
Faster data synchronization between forms and the CRM.
Automated follow-ups and task creation without custom coding.
A unified, up-to-date contact record with notes and activities.
Key elements include endpoints, triggers, actions, authentication, and data mapping.
A set of functions and protocols that allow software systems to communicate.
A specific URL path in an API that performs a defined operation.
The process of verifying identity and granting access to an API.
Permissions that limit what an integration can read or write.
Route new form submissions to the appropriate sales team based on form fields.
Automatically create tasks and attach notes when a form is submitted.
Generate concise activity summaries in the CRM after each WS Form submission.
Collect API key or OAuth credentials from GHL and prepare WS Form credentials.
Set base URL, headers, and map form fields to contact fields such as email, name, and phone.
Submit test entries and verify data flows correctly in GHL and WS Form.
No coding is required. The WS Form and GHL App Connector provide visual builders to connect fields and actions. Use triggers to send data from WS Form to GHL without writing code. The connectors handle authentication and request routing for you. You can also run test submissions to verify that contacts, tasks, and notes are created or updated correctly in GHL.
Key endpoints for typical tasks include GET /contacts/:contactId to fetch contact data and POST /contacts/ to create new contacts. For updating and extending records, use PUT /contacts/:contactId and POST /contacts/:contactId/tasks to add tasks. For notes and tags, use POST /contacts/:contactId/notes and POST /contacts/:contactId/tags.
Security relies on standard API authentication. Use OAuth or API keys and limit scopes to read or write as needed. WS Form stores credentials securely and transmits data over HTTPS to protect your information.
Yes. You can create tasks and notes from form submissions using the appropriate endpoints. Map form fields to task title, due date, status, and note content. Updates use PUT endpoints and can reflect changes back to WS Form.
Common maps include email, first name, last name, phone, company, and custom fields. You can also map task titles, due dates, note contents, and tags to enrich contact records.
Test the integration by submitting a sample WS Form entry and checking the GHL CRM for the new or updated contact, tasks, and notes. Use logs and response data to troubleshoot any mapping or authentication issues.
Look for logs in both WS Form and GHL dashboards, and check any Zapier task history if you are using the App Connector. Enable verbose logging during setup to quickly identify failures.
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Complete Operations Catalog - 126 Actions & Triggers
