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HighLevel
Betav0.2.0
251 actions · 2 auth methods
CRMSchedulingMarketingIAMMessagingPaymentsDocuments

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.

OAuth 2.0 · Connector Profile

Requires a HighLevel Marketplace app. An Agency install reaches agency-level endpoints; a Sub-Account install reaches on…

Private Integration Token · Connector Profile

No app registration required. A Sub-Account token with its sub-account id reaches that sub-account’s CRM data; an Agency…
3

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

OAuth 2.0 · Link Account

Private Integration Token · Link Account

4

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

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251 actions
Action
Description
Required scopes
Get All Associations For A Sub-Account Location
List all associations for a location, paginated with skip and limit.
Get All Relations By Record ID
List all relations for a record id, paginated with skip and limit.
Get Association By ID
Get a SYSTEM_DEFINED or USER_DEFINED association by id.
Get Association By Object Keys
Get associations by object key such as contacts, custom objects or opportunities.
Get Association Key By Key Name
Get a standard or user defined association by its key name.
Create Association
Create a custom association between contacts, custom objects or businesses.
Create Relation For You Associated Entities
Create a relation linking two records under an existing association.
Update Association By ID
Update the labels of an association.
Delete Association
Delete a USER_DEFINED association by id.
Delete Relation
Delete a relation by relationId.
Get Businesses By Location
List businesses of a location, offset paginated with limit and skip.
Get Business
Retrieve one business by businessId.
Create Business
Create a business in a location, needing name and locationId.
Update Business
Update a business by businessId.
Delete Business
Delete a business by businessId.
Get Blocked Slots
List blocked slots for a location within a time range.
Get Calendar Events
List calendar events for a location within a time range.
Get Notes
List notes for an appointment. Paginated by limit and offset.
Get Appointment
Fetch one appointment by eventId.
Create Appointment
Book a new appointment on a calendar for a contact.
Create Appointment Note
Add a note to an existing appointment.
Create Block Slot
Create a blocked time slot on a calendar.
Update Appointment
Update an existing appointment by eventId.
Update Appointment Note
Update the body of an existing appointment note.
Update Block Slot
Update a blocked slot by eventId.
Delete Appointment Note
Delete a note from an appointment by appointmentId and noteId.
Delete Event
Delete a calendar event by eventId.
Get Groups
List all calendar groups in a location.
Create Calendar Group
Create a calendar group, needing locationId, name, description and slug.
Disable Group
Enable or disable a calendar group via isActive.
Update Group
Update a calendar group’s name, description and slug by groupId.
Validate Group Slug
Check whether a calendar group slug is available in a location.
Delete Group
Delete a calendar group by groupId.
Get Notifications
List notifications for a calendar based on query.
Get Notification
Get one calendar notification by notificationId.
Create Notification
Create one or more notifications for a single calendar.
Update Notification
Update a calendar notification by id.
Delete Notification
Delete a calendar notification by id.
Get Calendar Resource
Get a calendar resource by resourceType and id (Services V1).
List Calendar Resources
List calendar resources by resourceType and locationId, paginated with skip and limit (Services V1).
Create Calendar Resource
Create a calendar resource of a given resourceType (Services V1).
Update Calendar Resource
Update a calendar resource by resourceType and id (Services V1).
Delete Calendar Resource
Delete a calendar resource by resourceType and id (Services V1).
Get Calendars
List all calendars in a location.
Get Free Slots
Get free slots for a calendar between a start and end date, optionally by timezone and user.
Get Calendar
Get a calendar by ID.
Create Calendar
Create a calendar in a location.
Update Calendar
Update a calendar by ID.
Delete Calendar
Delete a calendar by ID.
Get Campaigns
Get campaigns for a location.
Get Company
Get a company by companyId. Requires an Agency token.
Get All Notes
List all notes for a contact.
Get Contact Note
Fetch one contact note by contactId and note id.
Create Contact Note
Create a note on a contact.
Update Contact Note
Update an existing contact note by contactId and note id.
Delete Contact Note
Delete a contact note by contactId and note id.
Get All Tasks
List all tasks for a contact.
Get Task
Get a single contact task by id.
Create Contact Task
Create a task on a contact.
Update Task
Update a contact task’s title, body, due date, completion or assignee.
Update Task Completed
Set the completed status of a contact task.
Delete Task
Delete a task from a contact.
Get Appointments For Contact
List appointments for a contact.
Get Duplicate Contact
Find an existing duplicate contact by email or phone in a location.
Lookup Contact By Email Or Phone
Look up contacts by exact email or phone in a location, up to 20 per page.
Search Contacts
Search contacts using combinations of advanced filters.
Get Contact
Retrieve one contact by id.
Get Contacts By BusinessId
List contacts linked to a business.
Add Contact Followers
Add followers (users) to a contact.
Add Contact To Campaign
Add a contact to a campaign.
Add Contact To Workflow
Add a contact to a workflow, with an optional event start time.
Add Tags
Add tags to one contact.
Add/Remove Contacts From Business
Bulk add or remove contacts from a business in a location.
Create Contact
Create a new contact in a location.
Update Contacts Tags
Add or remove tags across multiple contacts in one call.
Upsert Contact
Create or update a contact following the location’s Allow Duplicate Contact setting.
Update Contact
Update an existing contact by id.
Delete Contact
Delete a contact by id.
Delete Contact From Workflow
Remove a contact from a workflow.
Remove Contact Followers
Remove followers from a contact.
Remove Contact From Campaign
Remove a contact from one campaign.
Remove Contact From Every Campaign
Remove a contact from every campaign it is enrolled in.
Remove Tags
Remove tags from one contact.
Download Transcription By Message ID
Download the recording transcription for a message by passing the message id.
Export Messages By Location ID
Export messages for a location with cursor-based pagination.
Get Messages By Conversation ID
Get messages for a conversation.
Get Recording By Message ID
Get the recording for a message by passing the message id.
Get Transcription By Message ID
Get the recording transcription for a message by passing the message id.
Get Email By ID
Get an email by id.
Get Message By Message ID
Get message by message id in HighLevel.
Add An External Outbound Call
Record an outbound call in a conversation via a conversation provider.
Add An Inbound Message
Record an inbound message in a conversation via a conversation provider.
Send A New Message
Send a new outbound message to a contact on a channel such as SMS or email.
Upload File Attachments
Upload files as message attachments from URLs.
Update Message Status
Update the status of a message.
Cancel A Scheduled Email Message
Cancel a scheduled email message.
Cancel A Scheduled Message
Cancel a scheduled message.
Search Conversations
Search conversations by criteria with sort and filter options.
Get Conversation
Get the conversation details based on the conversation ID.
Create Conversation
Creates a new conversation with the data provided.
Update Conversation
Update the conversation details based on the conversation ID.
Delete Conversation
Delete the conversation details based on the conversation ID.
Fetch Coupon
Retrieve comprehensive information about a specific coupon using either its unique identifier or promotional code.
List Coupons
Retrieve a list of all coupons available in your location.
Create Coupon
Create a new promotional coupon with customizable parameters such as discount amount, validity period, usage limits, and…
Update Coupon
Modify existing coupon details such as discount values, validity periods, usage limits, and other promotional parameters…
Delete Coupon
Permanently remove a coupon from your system using its unique identifier.
Get Custom Fields By Object Key
List custom fields for an object key in a location.
Create Custom Field
Create a custom field (Custom Objects and Company only today).
Update Custom Field By ID
Update a custom field by id.
Delete Custom Field By ID
Delete a custom field by id.
List Email Campaigns
List email campaigns for a location.
Get Campaign Statistics
Get statistics for email campaigns, workflows or bulk actions by source and sourceId.
Get Email Campaign By ID
Get one email campaign by ID.
Create Email Campaign
Create a new email campaign in a location.
Update Email Campaign
Update an email campaign draft.
Schedule Campaign
Schedule or start an email campaign that is in draft, cancelled or paused status.
Delete Email Campaign
Delete an email campaign.
List Email Templates
List templates of a location, offset paginated with search and sortBy options.
Get Email Template By ID
Get one email template by templateId.
Create An Email Template
Create an email template in a location, needing name and editorType.
Update An Email Template
Update an email template by templateId.
Delete A Template
Delete a template by templateId.
Get Forms
List forms for a location.
Get Forms Submissions
List form submissions for a location.
Get Unified Credentials
Get the current HighLevel connection’s unified credentials and identity.
List Unified Organizations
List unified organizations (sub-accounts) in a HighLevel agency.
Get Unified Organization
Get a unified HighLevel organization (sub-account) by ID.
List Unified Roles
List unified roles in a HighLevel agency.
Get Unified Role
Get a unified HighLevel role by ID.
List Unified Users
List unified users in a HighLevel agency or sub-account.
Get Unified User
Get a unified HighLevel user by ID.
Generate Estimate Number
Get the next estimate number for the given location. Accepts Agency or Sub-Account tokens.
List Estimates
Get a paginated list of estimates using limit and offset. Accepts Agency or Sub-Account tokens.
Create Invoice From Estimate
Create a new invoice from an existing estimate. Accepts Agency or Sub-Account tokens.
Create New Estimate
Create a new estimate with the provided details. Accepts Agency or Sub-Account tokens.
Update Estimate
Update an existing estimate with new details. Accepts Agency or Sub-Account tokens.
Send Estimate
Send an estimate by estimateId. Accepts Agency or Sub-Account tokens.
Delete Estimate
Delete an existing estimate. Accepts Agency or Sub-Account tokens.
List Schedules
List invoice schedules.
Get An Schedule
Get an invoice schedule by id.
Create Invoice Schedule
Create an invoice schedule.
Update Schedule
Update an invoice schedule by id.
Cancel An Scheduled Invoice
Cancel a scheduled invoice by schedule id.
Schedule An Schedule Invoice
Start an invoice schedule so it begins sending to the customer.
Delete Schedule
Delete an invoice schedule by id.
List Invoice Templates
List invoice templates.
Get An Template
Get an invoice template by id.
Create Template
Create an invoice template.
Update Template
Update an invoice template by id.
Delete Template
Delete an invoice template by id.
Generate Invoice Number
Get the next invoice number for a location.
List Invoices
List invoices.
Get Invoice
Get an invoice by id.
Create Invoice
Create an invoice.
Create Send
Create or update a text2pay invoice.
Record A Manual Payment For An Invoice
Record a manual payment for an invoice.
Update Invoice
Update an invoice by id.
Send Invoice
Send an invoice to the customer.
Void Invoice
Void an invoice by id.
Delete Invoice
Delete an invoice by id.
Get Custom Fields
List custom fields for a location.
Get Custom Field
Get one location custom field by id.
Create Location Custom Field
Create a custom field for a location.
Update Custom Field
Update a location custom field.
Delete Custom Field
Delete a location custom field.
Get Custom Values
Get all custom values for a location.
Get Custom Value
Get one custom value by id.
Create Custom Value
Create a custom value in a location.
Update Custom Value
Update a custom value by id.
Delete Custom Value
Delete a custom value by id.
Get Tags
List tags for a location.
Get Tag By ID
Get one location tag by id.
Create Tag
Create a tag in a location.
Update Tag
Update a location tag name.
Delete Tag
Delete a location tag.
Task Search Filter
Search tasks in a location with filters. Paginated by offset.
Fetch Timezones
Fetch the available timezones for a location.
Search Locations
Search sub-accounts. Works with an Agency or Sub-Account token. Offset paginated using skip and limit.
Get Sub-Account
Get details of a sub-account by id. Works with an Agency or Sub-Account token.
Create Sub-Account
Create a new sub-account (formerly location) under the agency.
Get List Of Filesfolders
Fetches list of files and folders from the media storage.
Create Media Folder
Creates a new folder in the media storage.
Upload File Into Media Storage
Upload a file to media storage, either by hosted file URL or by file content.
Delete File Or Folder
Deletes specific file or folder from the media storage.
Search Object Records
Search records of a custom object or business schema.
Get Record By ID
Get a business or custom object record by id.
Create Record
Create a custom object or business record.
Update Record
Update a custom object or business record by id.
Delete Record
Delete a custom object or business record by id.
Get All Objects For A Location
Get all objects for a location in HighLevel.
Get Object Schema By Key ID
Retrieve Object Schema by key or ID. This will return the schema of the custom object, including all its fields and prop…
Create Custom Object
Create a custom object schema.
Update Object Schema By Key ID
Update Custom Object Schema or standard object’s like contact, opportunity, business searchable fields.
Get Lost Reason
List lost reasons for a location, offset paginated, filterable by name, deleted and query.
Search Opportunity
Search opportunities by q, status, campaignId or id for a location, cursor paginated.
Search Opportunities
Search opportunities with advanced filter combinations, cursor paginated via searchAfter.
Get Opportunity
Get one opportunity by id.
Add Opportunity Followers
Add followers to an opportunity by id.
Create Opportunity
Create an opportunity, needing pipelineId, locationId, name, status and contactId.
Upsert Opportunity
Create or update an opportunity, with pipelineId and locationId required, matched by contact and pipeline.
Update Opportunity
Update an opportunity by id.
Update Opportunity Status
Update only the status of an opportunity by id.
Delete Opportunity
Delete an opportunity by id.
Remove Opportunity Followers
Remove specific followers, or all with isRemoveAllFollowers, from an opportunity.
List Fulfillment
List the fulfillment history of an order.
List Order Notes
List all notes of an order.
List Orders
List orders with filters such as status, payment status and date range. Offset paginated.
Get Order By ID
Retrieve one order by orderId.
Create Order Fulfillment
Create a fulfillment for an order.
Record Order Payment
Record a payment for an order and update its status.
Get Pipelines
List pipelines for a location.
Get Pipeline
Retrieve one pipeline by id with its stages and configuration.
Create Pipeline
Create a pipeline with at least one stage for a location. Names must be unique per location.
Update Pipeline
Update a pipeline. The stages array is a full replacement. Include a stage id to keep it or omit it to create a new stag…
Delete Pipeline
Permanently delete a pipeline and all opportunities within it. Irreversible.
List Prices For A Product
List prices of a product, offset paginated.
Get Price By ID For A Product
Get one price of a product by priceId.
Create Price For A Product
Create a price for a product.
Update Price By ID For A Product
Update a price of a product by priceId.
Delete Price By ID For A Product
Delete a price of a product by priceId.
List Products
List products of a location, offset paginated, filterable by search and collectionIds.
Get Product By ID
Get one product by productId and locationId.
Create Product
Create a product, needing name, locationId and productType. Works with an Agency or Sub-Account token.
Update Product By ID
Update a product by productId, needing name, locationId and productType.
Delete Product By ID
Delete a product by productId and locationId.
Get Accounts
List social accounts and groups for a location.
Get Post
Get one social post by id.
Create Post
Create social posts for all supported platforms, with per-channel customization, needing locationId and type.
Get Posts
List social planner posts for a location, offset paginated, with filters in the body.
Edit Post
Edit a social post by id, needing locationId, id and type.
Delete Post
Delete a social post by id.
List Subscriptions
List subscriptions with filters.
Get Subscription By ID
Retrieve a subscription by id.
Get Surveys
List surveys for a location, offset paginated with skip, limit and type.
Get Surveys Submissions
List survey submissions for a location, page number paginated, filterable by surveyId and q.
List Transactions
List transactions with filters such as payment mode and date range. Offset paginated.
Get Transaction By ID
Retrieve one transaction by transactionId.
Get Links
Get trigger links for a location.
Get Link By ID
Get a single trigger link by id.
Create Link
Create a trigger link.
Update Link
Update a trigger link.
Delete Link
Delete a trigger link.
Search Users
Search Users in HighLevel.
Filter Users By Email
Filter users by company ID, deleted status, and email array.
Get User
Get User in HighLevel.
Create User
Create User in HighLevel.
Update User
Update User in HighLevel.
Delete User
Delete User in HighLevel.
Get Workflow
List workflows for a location.
Create Workflow
Create a draft workflow from a complete definition. Available only on sub-accounts where HighLevel has enabled the workf…