Scope: contacts.readonly. This grants read-only access to contact records via the GHL Contacts API when connected to Canopy Connect.
APPNAME uses OAuth 2.0 with the contacts.readonly scope to securely access data from the Contacts API. Ensure you have a valid OAuth client and have completed authorization.
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: Retrieve up-to-date details for a specific contactId when you need to view or display a contact record.
Actions: Get a contact (GET /contacts/:contactId); list a contact’s tasks (GET /contacts/:contactId/tasks); list a contact’s notes (GET /contacts/:contactId/notes).
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: When you need to surface all tasks and notes tied to a contact.
Actions: GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; GET /contacts/:contactId (for summary).
GET /contacts/:contactId/tasks GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: When a contact has upcoming appointments or tags are updated.
Actions: GET /contacts/:contactId/appointments; POST /contacts/:contactId/tags; (additional tag management as needed).
GET /contacts/:contactId/appointments POST /contacts/:contactId/tags
Key fields: contactId, appointmentId, tag
No-code access to contact, task, notes, and appointment data enables quick dashboard creation and automation without backend development.
Drag-and-drop workflow setup in APPNAME lets you map data between endpoints and trigger actions across apps with ease.
Scalable endpoint coverage and centralized authentication simplify maintenance and future expansions.
This glossary covers core elements (contacts, tasks, notes, appointments, tags) and processes (endpoints, methods, triggers, actions) used when connecting GHL’s Contacts API to APPNAME.
A person stored in the Contacts API with associated data such as name, email, phone, and related records.
A unit of work linked to a contact, such as a to-do item or subtask.
Free-form information or comments attached to a contact for context and history.
A scheduled meeting or event associated with a contact, including date and time.
Automatically fetch and enrich contact records to keep your CRM up to date without manual data entry.
Sync tasks between the Contacts API and your project management tool to ensure teams stay aligned.
Trigger reminders or calendar events when appointments are created or updated for a contact.
Authorize Canopy Connect to access Contacts API with the read-only scope and complete the OAuth flow.
Choose the endpoints you want to expose in APPNAME (examples include contacts, tasks, notes, appointments, and tags).
Run test calls, verify data mappings, and publish to production to start automating workflows.
No coding is required. The integration is designed for no-code or low-code setups using Zapier. You can drag and drop actions to connect data between GHL and APPNAME. If you need custom logic, you can extend with webhooks and templates. You can start with pre-built zaps and gradually tailor mappings to your data model.
With the read-only Contacts API scope you can access core contact data (name, email, phone), related tasks, notes, and upcoming appointments, as well as tags. This enables viewing, reporting, and automation without altering data. For write capabilities, separate scopes would be required and configured by your security admin.
Begin by authenticating the APPNAME connection to GHL via OAuth 2.0. You will be redirected to grant permission to read Contacts data. After approval, your app receives access tokens used for subsequent API requests. Store tokens securely and refresh them as needed according to the OAuth flow.
Supported endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and more listed in the Endpoint List. Additional endpoints like POST, PUT, and DELETE are available based on the connected scope and app configuration.
Yes. You can map fields from GHL to APPNAME using Zapier’s field mapping. Create data mappings for contact fields, task properties, notes content, and tags to align with your workflows. Mappings can be adjusted as your data model evolves.
The current scope is read-only (contacts.readonly), which prevents data modification through this integration. If write access is required, request an elevated scope and adjust your app permissions accordingly. Always follow security and governance policies when requesting additional access.
To get started quickly, install APPNAME, connect your GHL account, choose the endpoints you need, and run a test to validate data flow. Leverage the pre-built templates to accelerate setup and gradually customize mappings.
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