Start by obtaining an access token for the Contacts API with the scope contacts.readonly. Use secure OAuth credentials from your GHL developer console to authorize requests
Grant YouCanBookMe the permissions needed to access and manage contacts through the GHL API. Apply the correct OAuth scopes and securely store tokens
Endpoints used include reading and writing contacts tasks notes and appointments. Examples include GET /contacts/:contactId GET /contacts/:contactId/tasks POST /contacts/ and PUT and DELETE variants as well as managing tags
Trigger when a new booking occurs in YouCanBookMe to pull the related contact data using the GET endpoints and update your records in GHL
Actions include fetching the contact and pulling associated tasks notes and appointments to keep data in sync
Example methods include GET /contacts/:contactId and GET /contacts/:contactId/tasks to retrieve data
Key fields to track are contactId email name and phone
Trigger on new or updated bookings to create or update contacts via POST or PUT requests
Actions include creating a new contact with POST /contacts/ or updating an existing one with PUT /contacts/:contactId
Methods used are POST /contacts/ to create and PUT /contacts/:contactId to update
Key fields include contactId email and name
Trigger when contact tags need adjustment to align with campaign rules via POST /contacts/:contactId/tags
Actions include adding removing tags based on booking data and stage
Use POST /contacts/:contactId/tags to apply tags
Key fields contactId and tags
Automates creation and updates of contacts from bookings without code
Keeps tasks notes and appointments in sync for better context
Enables tagging and segmentation for personalized outreach
This section covers core elements such as endpoints authentication and data objects used to connect the two systems
Application programming interface a set of rules that allow software to communicate
A listener URL that notifies your app about events
A standard for token based authorization used to grant access
A specific URL path in an API that performs an action
Enrich contact records with booking data to enhance client context for outreach
Automatically trigger follow ups based on booking status
Use tags to segment contacts and tailor outreach
Create API credentials in GHL and authorize YouCanBookMe
Choose endpoints and test in a sandbox environment
Enable live sync and monitor errors and retries
Not required to code. This no code approach lets you set up connections using standard API calls and platform tools. You can implement in minutes. For advanced scenarios you can add custom logic.
OAuth 2.0 tokens are used to authorize API calls. Store tokens securely and rotate them on a regular schedule.
Essential endpoints include GET /contacts/:contactId POST /contacts/ PUT /contacts/:contactId and GET /contacts/:contactId/tasks to synchronize data.
You can write to contacts using POST or PUT endpoints. Read only access is available when using the readonly scope.
Test the connection in a sandbox or development environment. Validate data mappings and simulate bookings to verify data flow.
Implement retries with exponential backoff and handle common errors such as 429 and 5XX. Log failures for troubleshooting.
Rate limits may apply. Plan requests accordingly and contact support if you anticipate higher volume than your plan allows.
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Complete Operations Catalog - 126 Actions & Triggers
