Authenticate the GHL Contacts API connection using OAuth or API keys, granting YNAB permission to read contact data and push updates as allowed by your security settings.
Authorize YNAB to receive data from GHL via the Zapier App Connector, using secure token exchange and restricted scopes.
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 created or updated in the Contacts API.
Actions: Create or update the corresponding contact in YNAB and map core fields (name, email, phone, notes).
Methods: Use GET /contacts/:contactId to fetch data, then POST /contacts to create or update in YNAB.
Key fields: contactId, name, email, phone, notes
Trigger: A task is created or updated on a contact.
Actions: Create or update a corresponding YNAB task and map status, due date, and description.
Path examples: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, title, status, dueDate, notes
Trigger: A note is added or updated for a contact.
Actions: Create or append a note in the related YNAB record.
Path examples: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes
Key fields: noteId, content, createdAt
Automate data flow without writing code, reducing manual imports and errors.
Create repeatable workflows that run on triggers to keep contacts, tasks, and notes in sync.
Gain visibility across platforms with centralized dashboards and reporting.
Key elements include endpoints, triggers, actions, and field mappings that govern how data moves between the GHL Contacts API and YNAB.
A person stored in the Contacts API with associated data such as name, email, and phone.
A to-do item linked to a specific contact, used to track activities and progress.
A text entry linked to a contact, used for comments and history.
You Need A Budget – the budgeting app used as the target in this integration.
Automatically populate YNAB with new contact data to keep both systems synced from day one.
Link tasks to YNAB so teams can track progress across tools.
Attach contextual notes to YNAB records for richer history.
Obtain an API key and grant permissions for read/write access between GHL and YNAB.
Map contact fields, task fields, and notes to their YNAB equivalents.
Run a test to confirm data flows correctly and then switch on automation.
The Contacts API is a programmable interface provided by GHL that lets you read and write contact data, including related resources like tasks, notes, and appointments. It enables you to surface contact information in external apps like YNAB without manual exports. You can tailor what data you pull and push through endpoints, scopes, and authentication.
No coding is required for the typical Zapier App Connector workflow. You’ll configure triggers, actions, and field mappings in a no-code builder. For more advanced scenarios, lightweight scripting can be used, but most use cases are achievable with drag-and-drop automation.
Yes. You can sync tasks by mapping GHL task endpoints to equivalent tasks in YNAB. This keeps task lists aligned across both platforms and supports status and due-date synchronization.
API rate limits depend on your GHL plan and the specific endpoints used. In typical setups, you’ll stay well within generous quotas during normal operations, and you can implement backoff and retry logic in your Zapier workflows.
Authentication credentials are stored securely by the integration layer and never exposed in plain text within the workflow. Tokens are rotated and scoped to the minimum permissions required for your use case.
Webhooks can be used to receive real-time updates from GHL when data changes, enabling near-instant syncing with YNAB via the Zapier App Connector. You can configure retries and confirm delivery for reliability.
Yes. All data transfers are protected with industry-standard encryption in transit (TLS) and at rest, with access controls and audit trails to ensure security and compliance.
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Complete Operations Catalog - 126 Actions & Triggers
