Authenticate requests with your GHL API key and OAuth credentials to securely access contact data from Moneybird.
Moneybird uses its own OAuth2 flow and access tokens; grant permissions to allow the Contacts API to read and manage contact records.
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; contacts.write; 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: when a contact is updated in Moneybird, pull the latest person data into GHL.
Actions: fetch /contacts/:contactId and fetch /contacts/:contactId/tasks; map results to CRM fields.
GET /contacts/:contactId; GET /contacts/:contactId/tasks
contactId, taskId, businessId
Trigger: new Moneybird contact created
Actions: POST /contacts/ to GHL; PUT /contacts/:contactId to update existing records
POST /contacts/; PUT /contacts/:contactId
contactId, businessId
Trigger: Moneybird task status changes or note updates
Actions: GET /contacts/:contactId/notes; PUT /contacts/:contactId/tasks/:taskId/completed
GET /contacts/:contactId/notes; PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId
Zero-code integration lets teams automate data flow without writing code.
Visual workflows let you map Moneybird fields to CRM records quickly.
Fast iteration with real-time sync and built-in error handling.
Understand core elements, data processes, and how the Moneybird-Contacts API connection works.
A specific URL and HTTP method used to perform an action against the service.
The process of proving identity to access protected resources via tokens or OAuth.
A callback URL that the service calls to notify you of events.
A person in Moneybird or in your CRM representing a customer or lead.
Automatically pull billing details and company data to enhance CRM records.
Trigger reminders when invoices are created or updated in Moneybird.
Schedule periodic sync jobs to keep CRM up-to-date with Moneybird transactions.
Create a GHL app, obtain client credentials, and authorize access to Moneybird data.
Set up the required API endpoints and scope permissions listed earlier.
Run test requests, validate data mappings, and enable error alerts.
You can connect Moneybird to the Contacts API with no-code tools by mapping Moneybird fields to GHL contact fields. No traditional coding is required, and most integrations can be set up via guided prompts and visual builders. If you do run into complex needs, consider lightweight scripting or a prebuilt Zapier workflow.
Common data synced includes contact names, emails, phone numbers, invoices, and payment status. You can also attach notes and tasks to a contact as part of the workflow to maintain context.
The integration uses token-based authentication and OAuth where appropriate. All data is transmitted over TLS, and you control permissions and scopes to limit access.
The most used endpoints are GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, and PUT /contacts/:contactId. These cover reading, creating, and updating contact data and tasks.
Yes. You can test in a sandbox environment or with sample accounts provided by Moneybird and GHL to verify mappings before going live.
Errors are surfaced with descriptive messages and logs. You can enable alerting in your integration platform and contact support for help with persistent issues.
Rate limits depend on your plan. If you hit limits, implement backoff strategies and batch requests where possible.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
