Use API keys or OAuth 2.0 to authorize requests to the Contacts API. Store credentials securely, rotate keys regularly, and apply least-privilege access.
Connect Yodel-io using OAuth or API tokens provided by the platform. Limit access to essential scopes and securely manage tokens.
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; PUT /contacts/:contactId; POST /contacts/; 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; POST /contacts/:contactId
Trigger: New contact created in Yodel-io
Actions: POST to /contacts/ to create a new contact, or PUT /contacts/:contactId to update an existing one; optionally pull related tasks or notes
POST /contacts/
Key fields: name, email, phone, source
Trigger: A contact’s tasks are updated in Contacts API
Actions: GET /contacts/:contactId/tasks and push updates to Yodel-io task entities or create tasks as needed
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: New notes or appointments exist for a contact
Actions: POST /contacts/:contactId/notes and GET /contacts/:contactId/appointments to reflect updates
POST /contacts/:contactId/notes
Key fields: contactId, note, appointmentDate
Faster onboarding and data capture with automated contact creation and updates—no coding required.
Consistent, synchronized data across systems ensures everyone sees the same contact, task, and notes information.
Scalable workflows: trigger actions and updates based on events in Yodel-io with minimal setup.
Understand the core terms and processes used when connecting the GHL Contacts API with Yodel-io for a smooth, no-code integration.
A specific URL and HTTP method used to perform an action against an API.
The process of proving identity and obtaining authorization credentials to access an API.
A callback URL that receives real-time data pushed by an app when events occur.
Building workflows without writing code using connectors and automation platforms.
Automatically enrich contact records with up-to-date data from Yodel-io events and activity streams.
Keep tasks aligned between Yodel-io and Contacts API for a unified workflow.
Trigger automated follow-ups and reminders based on appointment data.
Obtain API credentials and grant necessary scopes for read/write access.
Define which fields from Yodel-io map to Contacts API fields and configure endpoint usage.
Run end-to-end tests, set up alerts, and refine mappings as needed.
We support API keys and OAuth 2.0 for the Contacts API. Use the minimum necessary scopes and store credentials securely. Rotate keys regularly and use secure storage. This ensures safe, scalable access to contact data.
Core endpoints include GET /contacts/:contactId to fetch a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/:contactId/tasks to fetch related tasks. These are the backbone for syncing contact data with Yodel-io.
Yes. You can read tasks via GET /contacts/:contactId/tasks and create or update tasks with POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId. Similarly, notes can be read and written using the notes endpoints.
No-code connectors and automation platforms handle most of the work. You configure authentication, field mappings, and endpoint usage without writing code.
Rate limits depend on your API plan. Consider batching requests, caching data, and using webhooks to minimize polls. Always implement retry logic with exponential backoff.
Enable logging, set up retry strategies, and monitor webhook delivery. Use descriptive error messages to diagnose issues quickly and re-run failed tasks.
Field mappings live in your integration setup. Start with core fields like contactId, name, email, and phone, then widen to notes, tasks, and appointments as needed.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
