Use standard OAuth 2.0 flow to securely authorize your GHL workspace to access the Contacts API endpoints. Generate an API credential in GHL and authorize it to read contacts data.
Authorize Zoho Invoice to expose and share contact data with GHL by granting access to the Contacts API scope. Use the OAuth client provided by Zoho and complete the consent screen.
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 created or updated in Zoho Invoice to create or update the corresponding contact in Contacts API.
Action to create or update contact in Contacts API; optionally sync tags and notes.
POST /contacts/ and PUT /contacts/:contactId
name, email, phone, external_id
Trigger on task events in Zoho Invoice to mirror in Contacts API
Create/update tasks via POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
taskId, contactId, title, dueDate, status
Trigger when notes or appointments are created in Zoho Invoice to reflect in Contacts API
Create/update notes with POST /contacts/:contactId/notes and update appointments with POST /contacts/:contactId/appointments
POST /contacts/:contactId/notes; POST /contacts/:contactId/appointments
noteId, contactId, content, appointmentId, time
Automate data flow without writing code, reducing manual entry.
Unify contact data across Zoho Invoice and GHL in a single view.
Use battle-tested endpoints to scale with your growing CRM needs.
Key elements include endpoints, triggers, actions and authentication; key processes cover mapping, rate limits, error handling, and testing.
A specific URL and HTTP method that performs a defined action in an API.
The process of proving identity and gaining access to API resources, typically via OAuth 2.0.
A callback URL that receives real-time event notifications from an integration.
Defining how fields in Zoho Invoice map to fields in GHL to ensure correct data sync.
Set up rules to deduplicate and merge contact data as soon as changes occur.
Create task workflows that trigger when contact data changes, such as follow-up tasks.
Sync notes and appointments to build a complete activity history in GHL.
In Zoho, create an OAuth client and grant access to the Contacts API; copy credentials to GHL setup.
Align Zoho fields (name, email, phone, notes) with GHL fields for smooth sync.
Run test syncs, verify data accuracy, then enable live syncing.
We use OAuth 2.0 to authorize access securely. You’ll generate client credentials in Zoho and authorize them in GHL. This keeps your data safe while enabling seamless API access. In addition, you can rotate credentials regularly and monitor API activity in the app dashboards.
The core endpoints to start are GET /contacts/:contactId, POST /contacts/, and POST /contacts/:contactId/tasks. These let you pull, create, and extend contact data, with tasks linked to each contact. As you expand, you can use GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to build a complete record.
No coding is required if you use the no-code workflow builder in GHL to map triggers and actions between Zoho and Contacts API. For advanced needs, you can add custom field mappings and logic with API calls.
Use field mapping in the setup screen to match Zoho fields like name, email, and phone to GHL contact fields. You can also map nested data like notes and tasks. Test the mapping with sample data.
Rate limits depend on your plan and Zoho API quotas. Plan for bursts and implement backoff strategies in your automation. If you hit a limit, pause and retry after a short delay.
Always run a test sync with a small data set before going live. Use sandbox apps if available, and verify data integrity after each run. Review error messages in the logs to quickly identify mapping or permission issues.
For support, reach out via Rankr support channels or consult the integration docs. If you’re stuck, we can assist with troubleshooting and best-practice guidance.
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Complete Operations Catalog - 126 Actions & Triggers
