Authorize requests to the GHL API using OAuth 2.0 or an API key with appropriate scopes for your 97Display tasks
During setup link your GHL account to the Zapier app and verify the connection
Common endpoints include contacts menus appointments notes and tasks for 97Display you can enable only those you need
Trigger on new or updated contact in Zapier to upsert in GHL
Actions upsert contact records using email or external id
Endpoint path /contacts
Key fields email external_id
Trigger new lead in GHL triggers appointment creation in Zapier
Actions create or update appointments in GHL from Zapier
Endpoint path /appointments
Key fields lead_id schedule_time
Trigger menu data changes to enrich GHL records
Actions push enriched menu data into GHL records
Endpoint path /custom_menus
Key fields menu_id user_id
Build powerful automations without writing code
Easily connect data across apps with a visual workflow
Scale automation quickly with consistent data flows
Key elements and processes you will use when syncing GHL API with Zapier App Connector
A specific URL in the GHL API used to perform an action on a resource
The method to prove identity and grant access to GHL resources
A mechanism for GHL to notify your app about events
A secure authorization framework for granting access
Trigger menu sync when events occur in your store to update 97Display in GHL
Pass form submissions from Zapier to contact records in GHL
Automate appointment workflows when criteria are met
Connect your GHL account to the Zapier app and verify access
Select endpoints and align fields between GHL and Zapier
Create zaps that automate 97Display tasks with GHL data
You can connect using OAuth or API keys depending on your setup. Follow the app wizard to grant access. Then test the connection to ensure successful authorization. The test confirms live data transfer works.
Supported methods include OAuth 2.0 and API key based access. OAuth provides tokenized access and refresh flows. API keys are simple but should be kept secure and restricted.
Essential endpoints for 97Display include contacts and menus and appointments. Start with these then expand to notes and tasks as needed. Review the API docs for a full list.
Yes. Use test mode and sandbox where available. Avoid updates to production data while testing. Use sample records to validate mappings.
GHL and Zapier use encrypted connections. Data at rest in both systems is protected. Follow best practices for API keys and tokens and rotate credentials regularly.
Check zap history for errors. Use test data and review field mappings. Ensure endpoints exist and credentials are valid. Re-run the test after fixes.
Consult the API docs for endpoint details and field mappings. Use the glossary to understand terms and search related topics for faster troubleshooting.
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Complete Operations Catalog - 126 Actions & Triggers
