Authenticate to the GHL API using your account credentials and an API key or OAuth 2.0 flow from your GHL dashboard. Store credentials securely and rotate keys regularly.
Connect the Zapier App Connector to your GHL API instance using OAuth 2.0 or API tokens, then authorize the app to access required scopes. Use secure redirect URIs and monitor token expiry.
Used endpoints include: Endpoint 1: {API Endpoint1}, Endpoint 2: {API Endpoint2}, Endpoint 3: {API Endpoint3}, Endpoint 4: {API Endpoint4}, Endpoint 5: {API Endpoint5}, Endpoint 6: {API Endpoint6}.
Trigger on contact create or update in GHL and push updates to Zapier for downstream workflows.
Actions: upsert contact records, add notes, and create tasks in response to Zapier events.
Methods: POST /contacts to create, PUT /contacts/{id} to update.
Key fields: contact_id, email, external_id
Trigger on deal changes to keep CRM in sync.
Actions: create or update deals, link with contacts, and attach notes.
Methods: POST /deals, PATCH /deals/{id}
Key fields: deal_id, stage, amount
Trigger on custom field updates or activity events in GHL.
Actions: update fields, create related records, or trigger downstream apps via Zapier.
Methods: PATCH /contacts/{id}, PATCH /deals/{id}
Key fields: field_id, value, related_id
Launch automations quickly without writing code.
Automate repetitive tasks across apps with drag-and-drop workflows.
Improve data consistency with centralized mappings and checks.
A concise glossary of terms frequently used in GHL API integrations and Zapier automations.
The method by which apps prove identity to access GHL resources.
A callback mechanism enabling real-time updates from GHL to your apps.
A specific URL path in the GHL API used to perform actions.
An event that starts an automation or workflow.
Capture new leads from your site and push to GHL in real time.
Trigger personalized campaigns based on user activity and events.
Sync appointment bookings from a scheduling app into GHL and create follow-up tasks.
Obtain GHL API keys and set up OAuth credentials for the Zapier App Connector.
Map fields, configure triggers, and define actions in the Zapier app.
Run integration tests, verify data flow, and deploy to production.
No coding is required to get started with the Zapier App Connector and the GHL API for your Custom Menus workflow. The visual editor lets you set up triggers and actions without writing code. For more advanced scenarios, small scripting steps can be used, but it is not required for the core flows.
Yes, you can customize field mappings, data formats, and conditional logic in the Zapier app. Use mapping tools and data transforms to ensure data matches GHL types. Thorough testing helps prevent data drift.
Security is a priority: use OAuth2 tokens, scopes, and encrypted storage. Rotate keys regularly and enable auditing where available. Restrict access to trusted IPs and monitor activity.
GHL API rate limits apply; design with batching and exponential backoff retries to handle spikes. Paginate large responses and respect quotas to avoid throttling.
Webhooks are supported to deliver real-time updates from GHL to Zapier. Configure subscriptions in GHL and connect them to Zapier workflows for instant triggers.
Many accounts offer a trial or sandbox for testing. Check your GHL and Zapier plans for limits and access during the test phase.
If a run fails, review error messages, verify credentials, and test endpoints individually. Use Zapier task history and GHL API error codes to diagnose and fix issues.
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Complete Operations Catalog - 126 Actions & Triggers
