Use OAuth 2.0 with the scope contacts.readonly to securely access contact data from the GHL Contacts API.
Grant Zoho Notebook permission to read and write your contact data through the GHL integration so changes flow both ways.
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; 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 contact in Zoho Notebook; Action: upsert the corresponding contact in the Contacts API.
Actions: create or update contact records; pull in related notes and tasks as needed.
POST /contacts/ for new records; PUT /contacts/:contactId for updates; GET /contacts/:contactId to verify
Key fields: contactId, name, email, phone, notes, tasks
Trigger: notes or tasks updated in either platform; Action: mirror in the other system.
Actions: create update and complete tasks; add edit and delete notes as needed.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
Key fields: contactId, taskId, noteId, title, content, status
Trigger: a note is added or updated; Action: sync content and attachments to the other system.
Actions: create update notes; attach files if supported; maintain consistent note IDs.
GET /contacts/:contactId/notes; POST /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id
Key fields: contactId, noteId, content, attachments
No-code integration lets teams automate data flow without custom development.
Faster insights by unifying contacts notes and tasks in one place.
Bi-directional sync keeps both systems up to date with minimal effort.
Elements include endpoints triggers actions and data fields such as contactId noteId and taskId used to map records between GHL and Zoho Notebook.
GHL API for managing contact records notes tasks and appointments.
A piece of text or attachment linked to a contact in Zoho Notebook or the GHL system.
Authorization framework used to obtain access tokens for API calls.
A URL path an API exposes to perform a specific operation.
Automatically generate concise notes from new contact updates in Zoho Notebook and push to the Contacts API.
Create tasks in the GHL system when notes indicate follow-up actions in Zoho Notebook.
Send a weekly summary of contact activity from the Contacts API into a Zoho Notebook note.
Obtain OAuth tokens and configure the endpoint mappings for contacts tasks and notes.
Map events from Zoho Notebook and the Contacts API to triggers and actions in your automation workflow.
Run tests confirm data integrity and enable automated syncing.
The GHL Contacts API provides programmatic access to contact data including notes tasks and appointments. It enables you to read create update and delete contact records and to retrieve related resources such as tasks and notes essential for building a unified customer profile. This connection leverages these capabilities to keep Zoho Notebook in sync with GHL.
The required scope for read-only access is contacts.readonly. This scope ensures you can fetch contact data without making changes. For full write capabilities you would use the appropriate write scope when configuring the token.
Yes. You can sync notes tasks and basic contact information between Zoho Notebook and GHL. By mapping triggers and actions you can keep both systems updated with changes in either platform while preserving data integrity.
No traditional coding is required. The integration uses configurable triggers actions and endpoint mappings. If your needs are complex you can extend the flow with custom logic, but a no-code approach covers most common use cases.
Authenticate using OAuth 2.0 to obtain access tokens. Then authorize Zoho Notebook to access the GHL Contacts API with the required scopes. Tokens should be refreshed as needed according to the provider’s guidelines.
Common endpoints include GET /contacts/:contactId to retrieve a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and endpoints for notes and tasks to keep all related data in sync.
Before going live run a sandbox or test in a staging environment. Validate that new contacts and updates flow correctly and verify that notes and tasks stay in sync across both systems.
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Complete Operations Catalog - 126 Actions & Triggers
