GHL uses secure API credentials and OAuth flows. Ensure your app is authorized with the correct scopes to access contact data.
Youform authenticates to GHL via OAuth 2.0, requesting the contacts.readonly scope (and write access where permitted) to interact with contact data.
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; 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: New Youform submission for a contact.
Actions: Create or update a contact in GHL using POST /contacts/ and PUT /contacts/:contactId; map fields like email, firstName, lastName, and phone.
POST /contacts/; PUT /contacts/:contactId
Key fields: email, firstName, lastName, phone, contactId (for updates)
Trigger: A new task is created in Youform for a contact.
Actions: Create or update tasks in GHL with POST /contacts/:contactId/tasks; modify with PUT /contacts/:contactId/tasks/:taskId; mark completed with PUT /contacts/:contactId/tasks/:taskId/completed.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: contactId, taskId, title, status, dueDate
Trigger: New notes or tags added in Youform
Actions: Retrieve notes (GET /contacts/:contactId/notes); apply tags (POST /contacts/:contactId/tags) to contacts; optionally attach notes as part of contact history.
GET /contacts/:contactId/notes; POST /contacts/:contactId/tags
Key fields: contactId, noteId, tagId
No-code setup lets you automate data flows without writing a line of code.
Real-time syncing reduces manual data entry and errors across systems.
Centralized visibility of contacts, tasks, notes, and tags across Youform and GHL.
Understand authentication, endpoints, triggers, and field mappings that power the Youform to GHL connection.
Application Programming Interface that allows apps to request and update data from another service, such as the GHL Contacts API.
A secure authorization framework used to grant limited access to a user’s data without sharing passwords.
A specific URL path in an API that performs a defined action, like retrieving a contact or creating a task.
An event-notification mechanism that lets apps react in real-time to changes in data.
Map Youform form fields to GHL contact fields to automatically create or update contacts when a form is submitted.
Automatically generate follow-up tasks in GHL when a submission requires action.
Attach notes and tags to contacts in GHL based on form responses for richer context.
Set up OAuth approval and obtain the necessary scopes (contacts.readonly).
Map Youform fields to GHL Contact fields and connect endpoints for contacts, tasks, and notes as needed.
Run test submissions, validate data, and enable automated workflows in Zapier.
No advanced coding is required. The integration uses Zapier to connect Youform with the GHL Contacts API. You’ll set up OAuth, authorize apps, and map fields through a user-friendly interface. Once connected, form submissions can trigger automated actions in GHL without writing code. If you want deeper customization, you can adjust field mappings, endpoints, and triggers within your Zapier workflows to fit your exact data flow.
Youform primarily interacts with endpoints that manage contacts, tasks, notes, and tags. Examples include GET /contacts/:contactId, POST /contacts/, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/tags. The exact endpoints used depend on which features you enable (view-only vs. write-enabled actions).
You can sync contact details (name, email, phone), create and update tasks, access notes, and apply tags. This allows a complete picture of contact activity, including tasks and notes, directly in GHL from Youform submissions.
Authentication leverages OAuth 2.0 with scoped access. Data is transmitted over secure channels, and tokens can be rotated. Only the necessary scopes are requested, reducing risk and exposure.
Yes. You can create or update tasks via POST /contacts/:contactId/tasks and update task status with PUT /contacts/:contactId/tasks/:taskId. Tagging and notes operations can also be triggered where supported.
Field mappings and triggers are configured inside your Zapier workflow. You can revisit and adjust mappings anytime to reflect changing data requirements or new form fields.
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Complete Operations Catalog - 126 Actions & Triggers
