Authenticate requests using your Contacts API credentials and configure the Zapier App Connector to securely pass access tokens with each call.
In the Zapier workspace, connect the Zapier App Connector using the same API credentials and verify the connection with a test trigger.
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 Contacts API starts a task workflow in Zoom Team Chat.
Actions: create a task, assign to a user, and post a summary to Zoom Team Chat.
POST /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: updates to a contact’s appointments in Contacts API start a notification in Zoom Team Chat.
Actions: post appointment reminders, update calendar links, and log events.
GET /contacts/:contactId/appointments
contactId, appointmentId, time, subject
Trigger: changes to contact tags in Contacts API start a tag workflow in Zapier.
Actions: add or update tags, and notify teams in Zoom Team Chat.
POST /contacts/:contactId/tags
contactId, tags
Automate repetitive tasks without writing code, using ready-made triggers and actions.
Keep contact data synchronized across Contacts and Zoom Team Chat in real time.
Quick setup with reusable workflows and templates for common use cases.
This guide covers endpoints, authentication, triggers, actions, and data mapping to help you build effective automations.
A defined URL and HTTP method used to interact with an API.
The process of proving identity and obtaining permissions to access API resources.
An event in the source system that starts an automation workflow.
An operation performed in the destination system as a result of the automation.
Automatically create follow-up tasks in the Contacts API when a contact schedules an appointment, then notify teams in Zoom Team Chat.
Tag contacts by lifecycle stage and trigger targeted Zoom Team Chat messages.
Obtain API credentials and authorize the connection in Zapier.
Set up a trigger for new or updated contacts and map fields to Zoom Team Chat messages.
Create actions to post messages, update tasks, or add tags in response to triggers.
You authenticate by creating an API key in the Contacts API portal and storing it in Zapier’s authentication section. This ensures that requests from Zapier to Contacts API are trusted and secure. When you configure the Zapier app, the key is passed with each request in the appropriate header or parameter per the API’s requirements.
The Contacts API provides endpoints for retrieving and managing contacts, tasks, notes, appointments, and tags as listed in the endpoint list. You can combine them with Zapier to automate workflows without coding. Each endpoint supports standard CRUD actions where applicable.
Yes. You can create tasks, notes, and tags in the Contacts API and trigger corresponding actions in Zoom Team Chat. Use the endpoint paths shown to map inputs and outputs in your Zap.
Map fields from Contacts API to Zoom Team Chat payloads in Zapier’s field mapping step. Common mappings include contactId, name, email, date, and task or appointment details to ensure accurate data transfer.
There are rate limits and quotas depending on your plan and API usage. Always test with sample data and implement simple retries to stay within limits and avoid throttling.
No coding is required. Use Zapier triggers and actions to connect the APIs. For more complex logic, you can add filters, paths, and custom webhooks within Zapier.
Use Zapier’s test feature to run a live workflow against a real contact and verify outcomes in Zoom Team Chat. Check the connection status in Zapier and review any error messages to adjust mappings or credentials.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
