# HighLevel Data Entities

## Tenant and identity

- Agency, Workspace/Subaccount, WorkspaceTemplate/Snapshot, TemplateVersion, User, Invitation, Role, Permission, UserWorkspaceMembership, Entitlement, Plan, Subscription, Invoice, PaymentMethod, WalletTransaction.

## CRM

- Contact, ContactMethod, Consent/DNDPreference, Company, Tag, CustomFieldDefinition, CustomFieldValue, OwnerAssignment, Follower, Source, SmartList/Segment, ImportJob.
- Pipeline, PipelineStage, Opportunity, OpportunityStageHistory, OpportunityStatus, Task, TaskRecurrence, Association.

## Communications and scheduling

- Conversation, Message, ChannelAccount, Email, SMS, Call, Voicemail, Attachment, Snippet, TriggerLink, CommunicationEvent.
- Calendar, AvailabilityRule, EventType, Appointment, Attendee, Resource, ExternalCalendarConnection, Reminder, BookingPage.

## Automation and capture

- Workflow, WorkflowVersion, Trigger, Condition, Action, Branch, Wait, Enrollment, Execution, ExecutionLog.
- Form, FormVersion, FormField, Submission, Survey, SurveyQuestion, SurveyResponse.

## Commerce, reporting and governance

- Product, Price, Order, Invoice, Transaction, Subscription, TaxRate, Refund.
- Dashboard, Widget, Report, ReportSchedule, MetricSnapshot, AttributionEvent.
- IntegrationConnection, CredentialReference, Webhook, Domain, AuditEvent, ExportJob, Notification.

## Required relationship principles

- Every business record carries `workspace_id`; cross-tenant queries are denied by default.
- Contact is the hub for conversations, appointments, opportunities, tasks, submissions and activity events.
- Activity is append-only; mutable records emit immutable audit/activity events.
- Templates store configuration manifests, not tenant data or secrets.
- Role grants are scoped by workspace and optionally by ownership/team; financial and security permissions are separately elevated.