Access to the Contacts API uses OAuth 2.0 with the scope: contacts.readonly. Obtain client credentials from the GHL developer console, complete the authorization flow, and grant the readonly scope to ensure secure data access.
In Yardi Kube, securely store and manage API credentials or tokens (prefer secret storage or the Zapier Vault). Establish a test connection to verify tokens are valid and refreshed as needed.
Key endpoints you’ll use when connecting Yardi Kube to the Contacts API: – 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 – API Endpoint9: 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 created or updated in Yardi Kube, push the change to GHL using the appropriate /contacts endpoints to keep both systems in sync.
Actions: Create or update the corresponding GHL contact; propagate changes to related tasks, notes, and appointments as needed.
Methods and paths: POST /contacts/ to create; PUT /contacts/:contactId to update; GET /contacts/:contactId for reads.
Key fields: contactId, email, firstName, lastName, phone, address.
Trigger: When a task is created or updated in GHL, mirror changes in Yardi Kube via /contacts/:contactId/tasks.
Actions: Sync task status, due dates, and completion state; map priority and notes.
Paths: /contacts/:contactId/tasks and /contacts/:contactId/tasks/:taskId for full control.
Key fields: contactId, taskId, title, dueDate, status, completed.
Trigger: Updates to notes or appointments on either side trigger a sync via notes and appointments endpoints.
Actions: Mirror notes content and appointment details, attach to the correct contact, and align timestamps.
Paths: /contacts/:contactId/notes and /contacts/:contactId/appointments with GET/POST/PUT as needed.
Key fields: contactId, noteId, appointmentId, note content, date/time.
Automate data flow without writing code using Zapier templates and pre-built actions between Yardi Kube and GHL.
Maintain a single source of truth for contacts with seamless cross‑system updates.
Accelerate onboarding and tenant management with ready-made automations.
This quick glossary covers API endpoint, authentication, trigger, action, data mapping, and common error handling to help you build reliable integrations.
A specific URL path exposed by an API used to perform a defined action, e.g., GET /contacts/:contactId.
An authorization framework that issues access tokens to third-party apps to access resources securely.
Permissions granted to an app to read or modify data via the API (for example, readonly).
Retrieving large datasets in chunks using page tokens to manage data loads.
When a new tenant is added in Yardi Kube, automatically create a contact in GHL with email, name, and apartment details to kick off onboarding.
Create and sync maintenance tasks between GHL and Yardi Kube, keeping statuses and due dates aligned.
Schedule follow-up calls or property visits by generating GHL appointments from Yardi Kube data.
Create an OAuth client in GHL and register the app in Yardi Kube, then complete the OAuth flow to obtain access tokens.
Define field mappings between systems and select endpoints such as GET /contacts/:contactId and POST /contacts/ for writes.
Create Zapier automations triggered by changes, then validate data integrity with sample records and live tests.
You’ll authenticate via OAuth 2.0 and request the readonly scope for secure access to contact data. Ensure tokens are securely stored and refreshed as needed. Keep client credentials confidential and rotate them periodically to maintain security.
The Contacts API exposes endpoints for reading contacts, tasks, notes, and appointments, plus creating and updating records. Typical actions include reading via GET /contacts/:contactId and creating/updating via POST /contacts/ and PUT /contacts/:contactId. For tasks you’ll use POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId to manage details and status.
Yes, API usage is subject to rate limits per plan; monitor response headers to understand quotas and adjust request frequency. If you approach limits, implement exponential backoff or staggered requests, and consider plan upgrades for higher quotas.
Define clear field mappings for core contact data (name, email, phone, address) and linked items (tasks, notes, appointments). Use consistent ID fields to ensure reliable matches across systems, and test mappings with sample records.
Real-time sync is possible with webhooks or event-driven automations in Zapier, but some systems may rely on polling. Build triggers on note and appointment changes and validate each sync to prevent data drift.
Implement deletion workflows that mirror across both systems (hard delete or archiving as appropriate). Use DELETE endpoints where available and set up safeguards to prevent accidental data loss.
Endpoint examples are shown in the reference docs and this guide. Common errors include 401/403 for authentication and 404 for missing records; consult the API response body for details and remediation steps.
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