Requests to the Contacts API require OAuth 2.0 access tokens with the scope contacts.readonly. Store tokens securely in Zapier and refresh as needed.
In the Zapier App Connector, create and securely store a named connection to hold your GHL credentials. This connection is reused across triggers and actions.
GET /contacts/:contactId – Retrieve a contact; GET /contacts/:contactId/tasks – Retrieve a contact’s tasks; GET /contacts/:contactId/tasks/:taskId – Retrieve a specific task; GET /contacts/:contactId/notes – Retrieve notes for a contact; GET /contacts/:contactId/notes/:id – Retrieve a specific note; GET /contacts/:contactId/appointments – Retrieve a contact’s appointments; GET /contacts/ – Retrieve all contacts; GET /contacts/business/:businessId – Retrieve contacts for a business; contacts.write – Write access to contacts; POST /contacts/ – Create a 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 task; PUT /contacts/:contactId/tasks/:taskId/completed – Mark task as completed; DELETE /contacts/:contactId/tasks/:taskId – Delete a task; POST /contacts/:contactId/tags – Add a tag to a contact
Trigger: when a contact’s task changes or a new task is created, allowing real-time task tracking.
Actions: GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and PUT /contacts/:contactId/tasks/:taskId/completed.
Method: GET; Path: /contacts/:contactId/tasks
Key fields: contactId, taskId, title, dueDate, status
Trigger: new or updated notes for a contact.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
Method: GET; Path: /contacts/:contactId/notes
Key fields: contactId, id, content, createdDate
Trigger: updates to a contact (PUT /contacts/:contactId) or changes to core fields.
Actions: PUT /contacts/:contactId, GET /contacts/:contactId
Method: PUT; Path: /contacts/:contactId
Key fields: contactId, name, email, phone
Automate contact management without writing code.
Orchestrate cross-app workflows (Zoho Mail, CRM, tasks) with a point-and-click setup.
Secure, token-based authentication with granular scopes protects your data.
Key concepts include endpoints, triggers, actions, authentication, and data fields used to model your automation.
A defined URL path and HTTP method used to access a resource in the GHL API.
An event in GHL that starts a Zapier App Connector automation.
An operation executed by Zapier App Connector in response to a trigger.
The process of proving identity to access the GHL API, typically via OAuth 2.0 tokens.
Configure a Zap to create a task whenever a contact field changes to keep teams aligned.
Push new notes from GHL into Zoho Mail’s activity feed for complete context.
Combine contacts, tasks, and notes into a single view for faster decision making.
Obtain an OAuth token with the contacts.readonly scope and grant Zapier access.
Choose relevant triggers (for example contact updates) and map actions (such as creating tasks or fetching notes).
Run end-to-end tests and enable the connection in production.
The required scope for read access is contacts.readonly, which limits the calls to view-only data. This helps you validate data flows without risking modifications. If you plan to update or create records, you will need higher privileges and corresponding OAuth scopes (for example, contacts.write) and user consent.
Yes, you can start with read-only access to explore how data flows between GHL and Zapier. This is ideal for dashboards and reporting. Upgrade the scope as needed to support write operations, such as creating or updating contacts, tasks, or notes.
Not every endpoint is required for every workflow. The Zapier App Connector exposes the most commonly used endpoints, such as retrieving a contact’s details, notes, and tasks. You can reference the endpoint list in the Endpoints section to determine which endpoints your automation needs.
Authenticate using OAuth 2.0 tokens issued by GHL and securely store the access token in Zapier’s connection. Refresh tokens automatically before expiry to keep automations running without manual intervention.
No heavy coding is required. The Zapier App Connector provides triggers and actions that you can connect with clicks. If you need custom logic, you can add filters and simple code steps, but most workflows are achievable with no-code.
Zapier and GHL API have rate limits. Plan your polls and batch calls to stay within limits and use delays or retries. If needed, implement exponential backoff and caching to reduce repeated calls.
Use Zapier’s built-in test tool and sample data to validate each trigger and action. Test in a staging environment before enabling the Zapier connection in production.
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Complete Operations Catalog - 126 Actions & Triggers
