Your GHL API credentials are used to authorize calls to the Contacts API. Store tokens securely, rotate keys regularly, and implement least-privilege access.
Authenticate Yardbook requests via OAuth or API tokens to securely connect to the integration layer, ensuring only permitted actions are allowed.
Key endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and POST /contacts/:contactId/tasks, among others. These endpoints enable syncing of core contact data, tasks, notes, and appointments between Yardbook and the GHL Contacts API.
Trigger: a new contact is created in Yardbook. Action: create or update the corresponding contact in the Contacts API.
Actions: map core fields (name, email, phone) and synchronize related data such as tags and notes; handle id mapping to keep records aligned.
POST /contacts/ and PUT /contacts/:contactId for upsert operations.
Fields: firstName, lastName, email, phone, customFields, externalId
Trigger: task or note is updated in Yardbook or Contacts API. Action: update the related record across both systems.
Actions: sync PUT /contacts/:contactId/tasks/:taskId and POST /contacts/:contactId/notes as needed; maintain status and timestamps.
PUT /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/notes
Fields: taskId, title, status, dueDate, notes, id
Trigger: a calendar appointment or business association is created or updated in Yardbook. Action: reflect in Contacts API with associated contact.
Actions: POST /contacts/:contactId/appointments; GET /contacts/business/:businessId; keep IDs aligned.
POST /contacts/:contactId/appointments; GET /contacts/business/:businessId
Fields: appointmentId, date, time, location, businessId
Unified contact records reduce duplicates and improve searchability across teams.
Automated syncing eliminates manual data entry and keeps records up to date.
Real‑time updates enable faster follow‑ups and better customer experiences.
A quick glossary of terms and data processes to help you design your integration.
A specific URL path and HTTP method used to access a particular action in the API.
The process of proving identity to obtain an access token and securely call the API.
A route in the API that performs a function, typically combining a URL with an HTTP verb.
A callback URL configured to receive real-time event notifications from the API.
Pull publicly available information to enrich contact records in Yardbook via the Contacts API, improving outreach and context.
Create reusable task templates in Yardbook that auto-fill from Contacts API fields, with time-based reminders.
Trigger follow-up emails or calls when an appointment is updated, using data from the Contacts API.
Obtain OAuth tokens or API keys for both systems and store securely.
Align Yardbook fields with the Contacts API fields to ensure smooth data transfer and minimize data loss.
Enable endpoints such as POST /contacts/ and PUT /contacts/:contactId, then run tests to verify syncing.
You can sync core contact data like name, email, phone, and custom fields between Yardbook and the Contacts API. This enables a single source of truth for your customer records across both platforms. Ensure field mappings are consistent to avoid data gaps.
Authentication uses OAuth tokens or API keys. Store credentials securely, rotate them regularly, and apply least-privilege access rules to protect your data. Most integrations use a token exchange flow to refresh access without user intervention.
Start with essential endpoints: POST /contacts/ to create a contact, PUT /contacts/:contactId to update, and GET /contacts/:contactId to read. Then expand to tasks, notes, and appointments as needed.
Yes. You can enable two-way syncing for tasks, notes, and appointments. Implement conflict resolution to determine which system is the source of truth when records diverge.
Monitor API error codes and rate limits, retry with exponential backoff, and log issues. Set up alerting to catch failures early and maintain data integrity.
Some familiarity with API concepts helps, but you can often set up basic sync without coding using no-code automation tools or prebuilt connectors.
Endpoint documentation and developer portals for the Contacts API include the list of available endpoints above and examples for common tasks.
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