All integrationsCRM & Contacts

HighLevel

Work with your HighLevel (GoHighLevel) sub-account: create, find and update contacts, tags, notes and tasks, move opportunities through pipelines, and book appointments on your calendars.

actions
30

Actions

Steps a workflow can run in HighLevel.

  • Get sub-accountGet the connected HighLevel sub-account: its name, business address, time zone and contact details.
  • List team membersList the team members of the sub-account with their ids and emails.
  • List calendarsList the sub-account's booking calendars with their ids and slot lengths.
  • List pipelinesList the opportunity pipelines, each with its stages and their ids.
  • List tagsList every tag defined in the sub-account.
  • Create tagCreate a tag in the sub-account that contacts can then carry.
  • Delete tagDelete a tag from the sub-account. Contacts that carry it lose it.
  • Create contactCreate a contact. Give at least a name, email or phone. If the sub-account does not allow duplicates, a matching contact makes this fail: use 'Upsert contact' to update it instead.
  • Get contactGet one contact with its details, tags and custom field values.
  • Update contactChange a contact's details. Only the fields you fill in change. Use 'Add tags to contact' to change tags.
  • Create or update contactFind the contact with the same email or phone and update it, or create a new one. Needs an email or phone.
  • Search contactsFind contacts by name, email, phone or company, or list them all. Returns one page; ask for the next with 'page'.
  • Delete contactDelete a contact, with its notes and tasks. This cannot be undone.
  • Add tags to contactAdd tags to a contact, keeping the ones it already has.
  • Remove tags from contactRemove tags from a contact, keeping the others.
  • Add note to contactAdd a note to a contact's record.
  • List notes on contactList every note on a contact.
  • Add task to contactAdd a to-do with a due date to a contact.
  • List tasks on contactList every task on a contact, done or not.
  • Update taskChange a task or mark it done. Only the fields you fill in change.
  • Delete taskDelete a task from a contact.
  • Create opportunityCreate an opportunity for a contact in a pipeline.
  • Get opportunityGet one opportunity with its pipeline, stage, status and value.
  • Update opportunityChange an opportunity: rename it, move it to another stage or pipeline, mark it won or lost, or change its value or owner. Only the fields you fill in change.
  • Search opportunitiesFind opportunities by text, pipeline, stage, status, contact or owner. Returns one page; ask for the next with 'page'.
  • Delete opportunityDelete an opportunity. This cannot be undone.
  • Get open appointment timesList the times a calendar can still be booked between two moments, at most 31 days apart. 'first_slot' is the earliest.
  • Book appointmentBook an appointment on a calendar for a contact. Use 'Get open appointment times' to find a time the calendar offers.
  • Update appointmentReschedule an appointment or change its title, status, host or location. Only the fields you fill in change.
  • Delete appointmentDelete an appointment from the calendar.

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