How to connect Zapier App Connector to GHL Notes API

Automate notes work between GHL Notes API and Zapier App Connector

How to connect Notes API with Zapier App Connector

Overview: Setting up a secure connection between GHL Notes API and Zapier App Connector to automate notes syncing, triggers, and actions.

GHL Notes API Authentication

Authenticate your GHL Notes API connection using API keys and OAuth 2.0 as provided by GHL, then authorize Zapier App Connector to act on your behalf.

Zapier App Connector Authentication

Connect Zapier App Connector to your GHL Notes API by granting permissions and using OAuth tokens to securely exchange credentials.

Notes API Endpoints

A complete list of the GHL Notes API endpoints used with Zapier App Connector (Endpoint1 through Endpoint54).

Top 3 Connections Between GHL Notes API and Zapier App Connector

Trigger: New Note Created in GHL

When a new note is created in GHL, Zapier starts a Zap to automate downstream tasks.

Actions: create or update notes in connected apps, sync with CRMs, or post updates to team channels.

Method path: /notes or /notes/{id} for retrieval and creation.

Key fields include id, title, content, createdAt, updatedAt, and relatedContactId.

Top 3 Connections Between GHL Notes API and Zapier App Connector

Connection 2: Updates to Notes

Trigger: Note updated in GHL

Actions: update related records in connected apps.

Path: /notes/{id} for updates

Fields: id, updatedAt, title, content

Top 3 Connections Between GHL Notes API and Zapier App Connector

Connection 3: Note Search and Lookup

Trigger: Manual search or scheduled lookup of notes

Actions: return search results to Zapier, filter and route to workflows

Path: /notes/search

Fields: query, filters, page, pageSize

No-code Benefits for GHL Notes API and Zapier App Connector

Rapid automation without writing code

Automate note-related tasks, keep teams aligned

Scale with reliable, repeatable processes with minimal setup

Key Terms and Glossary

Overview of key elements and processes for the GHL Notes API and Zapier integration.

GHL Notes API

GHL Notes API is a RESTful interface that exposes notes data from GHL for external apps and automation.

Zapier App Connector

Zapier App Connector is a middleware that links apps to automate workflows without code.

Trigger

A trigger is an event in one app that starts a Zap in Zapier.

Endpoint

An API endpoint is a URL path used to access specific data or actions.

People also Search for:

Creative ideas for connecting GHL Notes API with Zapier App Connector

Idea 1: Auto-create CRM notes from GHL notes

Automatically create or update CRM notes when new notes are added in GHL.

Idea 2: Tasks from notes

Create tasks or reminders in your project management tool whenever notes meet criteria.

Idea 3: Reporting and analytics

Generate periodic reports from notes and export to BI tools.

Three steps to connect GHL Notes API with Zapier App Connector

Step 1: Authorize connections

Grant consent for GHL Notes API and Zapier to communicate securely.

Step 2: Configure triggers and actions

Choose the Note events and corresponding actions in your Zap.

Step 3: Test and deploy

Run tests to confirm data flows, then turn on the Zap.

Frequently Asked Questions

What authentication is required to connect GHL Notes API with Zapier?

You will typically authenticate using OAuth 2.0 with access tokens, or use an API key if provided by GHL. Ensure you grant the Zapier App Connector the right scopes to access notes data. The connection should be established in a sandbox to validate permissions before going live.

GHL exposes a range of REST endpoints for notes, including create, read, update, delete, search and history endpoints. The exact endpoint paths vary, so consult the official Notes API docs for the precise routes. Within Zapier, map these endpoints to triggers and actions in your Zap.

Yes. Zapier’s no-code platform lets you connect GHL Notes API to dozens of apps using triggers and actions. You can use prebuilt Zap templates or build your own workflows without writing code.

Test connectivity by running a test zap with sample data, check logs, and verify data maps. Use a staging environment when available and monitor for errors; adjust authentication or scopes if needed.

Notes data typically includes id, title, content, createdAt, updatedAt, and relatedContactId. Depending on your GHL setup, additional fields may exist; refer to the endpoint documentation for full field definitions.

Data is transmitted over TLS and OAuth tokens; Zapier stores tokens securely and uses encrypted connections. Follow security best practices and rotate tokens periodically.

Endpoint documentation is hosted in the GHL and Zapier docs portals; start with the Notes API docs on Rankr. You can search for ‘Notes API’ to access full endpoint references and examples.

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Full Endpoint Access
$ 49
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  • All GHL API Endpoints
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  • 250+ More Endpoints than HLProTools
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Full Endpoint Access
$ 37
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  • All GHL API Endpoints
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  • 250+ More Endpoints than HLProTools
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Full Endpoint Access
$ 999
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One-time Fee
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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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