To access the Contacts API from YouLi, obtain your API credentials from your GHL developer console. Use your client ID and secret to request access tokens, then include the token in your API requests (Authorization: Bearer
YouLi uses the same token to authorize requests to GHL. Store credentials securely and rotate tokens regularly.
– 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: a new contact is created in YouLi, which creates or updates the corresponding contact in Contacts API.
Actions: upsert contact data, create initial tasks, and attach notes.
POST /contacts/ or PUT /contacts/:contactId
Key fields: email, name, contactId
Trigger: updates to notes or tasks in YouLi trigger corresponding updates in Contacts API.
Actions: create/update notes, tasks, and tags in Contacts API; keep data synchronized.
GET/POST to /contacts/:contactId/notes, /contacts/:contactId/tasks, and related endpoints
Key fields: contactId, noteId, taskId
Trigger: you pull data for dashboards and reports without modifying records.
Actions: fetch data using GET endpoints to populate dashboards and insights.
GET: /contacts/:contactId, /contacts/:contactId/tasks, /contacts/
Key fields: contactId, data fields for reporting
No-code automation to connect data sources quickly and safely.
Visual workflow builder friendly integration that reduces development time.
Rapid deployment with prebuilt endpoints and templates.
This glossary explains core terms like endpoints, triggers, actions, and key fields used to map records between YouLi and the Contacts API.
A specific URL path defined by the Contacts API to perform an action.
An event in YouLi that starts an automation to call an API endpoint.
A task performed in response to a trigger, such as creating or updating a contact.
Fields used to uniquely identify and map records between systems.
Automatically create a new contact in Contacts API when a new user signs up in YouLi, then assign a welcome task.
Create follow-up tasks when notes are added to a contact in YouLi.
Sync notes to enrich CRM records for context and reporting.
Obtain API credentials (client ID, client secret) from GHL and configure them in YouLi.
Set up the endpoints you will use, such as /contacts/ and /contacts/:contactId.
Run tests in a staging environment and monitor results.
Authentication between YouLi and the Contacts API uses OAuth-style tokens. Start by creating a GHL API key or OAuth client in your developer console, then exchange for an access token. Include the token in Authorization headers for each request. If your environment rotates credentials, implement token refresh logic to maintain uninterrupted access. Next, ensure YouLi securely stores tokens and follows best practices for secret management, including zero-trust access and regular rotation.
The Contacts API exposes a range of endpoints for reading and writing contact data, including GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/. You can also create and update records with POST /contacts/, PUT /contacts/:contactId, and manage tasks with endpoints under /contacts/:contactId/tasks. Review the full list in the Endpoints section for all available methods and their required parameters.
Yes. Read-only access is supported for reporting and analytics. Use GET endpoints such as GET /contacts/:contactId and GET /contacts/ to pull data without making changes. For safety, restrict write permissions in your API key to the minimum necessary. Consider using separate tokens for read vs write operations to minimize risk.
Field mapping between YouLi and the Contacts API is done in your integration setup. Map fields like name, email, phone, and custom attributes to the corresponding API fields. When updating records, send only the changed fields to reduce payload size and keep systems in sync. If you use a middleware layer, document a mapping table and keep it versioned.
GHL rate limits apply to both read and write requests. Implement exponential backoff for retries and handle 429 responses gracefully. Cache frequently requested data when possible and batch writes to reduce call volume. Monitor quota usage in your developer portal and adjust integration cadence as needed.
When errors occur, log the error, normalize the message, and retry with backoff. Use idempotent requests where possible (e.g., POST with client-generated IDs) and implement circuit breakers for persistent failures. Test error scenarios in a staging environment to ensure your retry logic behaves as expected.
Endpoint docs are available in your GHL developer console and the Contacts API reference. Look for the Endpoints section to review available methods, parameters, and example requests. If you need more help, contact support or your account manager.
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Complete Operations Catalog - 126 Actions & Triggers
