Authorize your CozyCal app to access the GHL Contacts API using OAuth 2.0 or an API key. Store tokens securely and rotate them regularly.
CozyCal requests permission to access and update GHL data via the Contacts API. Follow the OAuth prompt to grant access and assign the necessary scopes (contacts.readonly or broader as needed).
Primary endpoints include: GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks and GET /contacts/:contactId/tasks/:taskId for task data, GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id for notes, GET /contacts/:contactId/appointments for scheduling, and GET /contacts/ to list contacts. For business level views, GET /contacts/business/:businessId is available. Additional actions include contacts.write to update or create, POST /contacts/ to create, 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, and POST /contacts/:contactId/tags to tag records.
Trigger: when a CozyCal contact is created or updated, upsert the corresponding contact in GHL and attach or sync related tasks.
Actions: use PUT /contacts/:contactId to upsert the contact and POST /contacts/:contactId/tasks to create tasks; fetch existing tasks with GET /contacts/:contactId/tasks for synchronization.
Paths: PUT /contacts/:contactId; POST /contacts/:contactId/tasks
Key fields: contactId, email, firstName, lastName, phone
Trigger: CozyCal appointment notes map to GHL notes and update calendars accordingly.
Actions: create or update notes via POST/PUT /contacts/:contactId/notes and retrieve appointments via GET /contacts/:contactId/appointments to reflect in GHL.
Paths: GET /contacts/:contactId/appointments, GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id
Key fields: noteId, appointmentId, content, date
Trigger: CozyCal tag updates propagate to GHL and update the contact’s tags
Actions: manage tags via POST /contacts/:contactId/tags and ensure tag mappings align with your GHL taxonomy
Paths: POST /contacts/:contactId/tags
Fields: tag, tagId
Fast setup with no custom code required, so you can start syncing quickly.
Reliable, real-time-like data synchronization across Contacts, Tasks, Notes, and Appointments.
Scalable workflows that adapt as CozyCal and your GHL data needs evolve.
Glossary of API terms and typical data flows used in this CozyCal to GHL integration.
Application Programming Interface: a set of endpoints that let apps talk and exchange data.
OAuth 2.0 is the authorization framework used to grant limited access to GHL data without sharing credentials.
A URL endpoint that sends real-time notifications when data changes.
A specific URL in an API representing a resource you can read or modify.
Whenever a CozyCal booking is created or updated, automatically upsert the contact in GHL and attach related tasks.
Capture notes from CozyCal meetings into GHL for a complete activity history.
Map CozyCal tags to GHL tags to segment contacts automatically.
Create OAuth credentials and approve access for CozyCal to GHL Contacts API.
Align CozyCal fields to GHL contact fields and specify endpoints for syncing.
Run test syncs, set up alerts, review logs, and refine mappings.
No coding is required to set up the basic CozyCal to GHL connection. The no code approach lets you configure endpoints, mappings, and triggers through guided prompts. If you have advanced needs, you can extend mappings with custom logic, but it is not required for standard use.
You can sync core contact data, tasks, notes, and appointments between CozyCal and GHL. This includes contact fields like name, email, and phone, as well as related tasks, notes, and calendar entries. Additional fields can be mapped as needed to fit your workflow.
Authorization uses OAuth 2.0 or API keys with token rotation and secure storage. Access scopes should be limited to what is needed (for example, contacts.readonly). Regular security reviews and revocation options are available if access must be withdrawn.
To revoke access, go to the connected apps or OAuth consent screen in either CozyCal or GHL and revoke the granted permissions. Re-authentication will require re approving access if you wish to resume syncing.
Yes. You can customize field mappings and endpoint selections to tailor data flow. This flexibility helps align the integration with your existing data model and workflows.
Sync logs can be viewed in the integration dashboard, with details on successful transfers, failures, and timestamps. You can also set up alerts for errors or delays.
The integration supports real-time like syncing through webhooks and near real-time polling. Timings depend on endpoint configuration and system load, but data is kept up to date promptly.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
