GoHighLevel

Manage GoHighLevel contacts, opportunities, conversations, calendar, tasks, notes, tags, invoices, and products, automating lead management, deal tracking, and multi-channel messaging.

2 triggers 56 actions available

On New Form Submission fires when a lead submits a form

Agent reads the submission and resolves or creates the contact

Agent tags the contact and opens an opportunity in the right pipeline

Agent confirms the contact details and pipeline stage are correct

Agent sends the routine welcome message over the contact preferred channel

Agent logs a task and a note so the owner sees the context

An invoice above a threshold is prepared and held for the owner to approve before it sends

What This Integration Enables

FlowRunner agents use GoHighLevel to run lead-to-revenue operations in one place. An agent can capture a lead from a form, create or enrich the contact, tag it, and open an opportunity in the right pipeline. It can message the contact over SMS, email, or WhatsApp, book appointments, log tasks and notes, and manage invoices and products. What it does not do is send money-moving communication unchecked. When an invoice crosses a threshold, the agent prepares it and asks the owner to approve before it sends, so a wrong amount never reaches a customer.

Without FlowRunner

Leads entered by hand Someone copies each form lead into the CRM and opens a deal manually

Inconsistent follow-up The first message depends on who picks up the lead and when

Invoices sent without review Billing goes out with whatever the last editor entered

With FlowRunner

Leads captured on submission A form submission creates the contact, tags it, and opens the opportunity

Consistent first touch The welcome message goes out the same way for every qualified lead

Invoices approved before sending An invoice above a threshold waits for the owner to approve before it sends

Use Case Scenarios

Form-to-Pipeline Capture

On New Form Submission fires. The agent reads the submission, upserts the contact so a repeat lead is not duplicated, and adds the right tags. It opens an opportunity in the correct pipeline with Create Opportunity, sends the welcome message over the contact preferred channel, and logs a task and a note for the owner. The lead is captured, tagged, and in the pipeline without anyone touching the CRM.

Opportunity Stage Sync

On New Opportunity fires, or an upstream signal moves a deal. The agent updates the stage with Update Opportunity Status, logs the change as a note, and posts a summary to the sales channel when a deal is marked won. The pipeline stays accurate and the team stays informed without manual updates.

Invoice Approval Gate

A deal reaches the billing stage. The agent creates the invoice with Create Invoice from the deal and product data. Routine invoices below the threshold can send automatically. An invoice above the threshold is prepared and held for the owner, who approves it before the agent calls Send Invoice.

Human-in-Loop Highlight

When the agent prepares an invoice that crosses a defined amount, it does not call Send Invoice on its own. It pauses and routes to the owner through their preferred channel: "Invoice for [Contact] at [Company] is ready for [amount] against [deal]. Review it here: [link]. Approve it to send, or hold for changes?" The owner approves, and only then does the agent send the invoice. The communication that moves money gets a human before it reaches the customer, while the routine follow-up keeps running on its own.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

56 actions

Contacts

Create Contact Creates a contact. Used to add a captured lead to the CRM.
Delete Contact Removes a contact. Used in data governance workflows.
Get Contact By ID Retrieves a single contact. Used to read current details before acting.
Search Contacts Finds contacts matching criteria. Used to locate a lead before updating or messaging.
Update Contact Updates an existing contact. Used to enrich a record from another system.
Upsert Contact Creates or updates a contact in one call. Used to sync records without checking existence first.
List Custom Fields Lists the custom fields defined on the account. Used to resolve field IDs before writing contact data.

Opportunities

Create Opportunity Opens a new opportunity in a pipeline. Used to start deal tracking from a qualified lead.
Delete Opportunity Removes an opportunity. Used to clean up erroneous deals.
Get Opportunity By ID Retrieves a single opportunity. Used to read deal details.
Search Opportunities Finds opportunities matching criteria. Used to locate a deal in a workflow.
Update Opportunity Updates an existing opportunity. Used to keep deal data current.
Update Opportunity Status Changes an opportunity status or stage. Used to move a deal through the pipeline.

Conversations

Delete Conversation Removes a conversation. Used in cleanup.
Get Conversation By ID Retrieves a single conversation. Used to read message history.
Get Messages Returns the messages in a conversation. Used to read the exchange before replying.
Send Message Sends a message to a contact over SMS, email, or WhatsApp. Used for multi-channel outreach.

Calendar

Create Appointment Books an appointment on a calendar. Used to schedule directly from a workflow.
Delete Appointment Cancels an appointment. Used in scheduling changes.
Get Appointment By ID Retrieves a single appointment. Used to read its details.
Get Calendar Free Slots Returns open slots on a calendar. Used to offer bookable times.
List Calendars Lists the calendars on the account. Used to route a booking.
Update Appointment Updates an existing appointment. Used to reschedule or edit details.

Businesses

Create Business Creates a business record. Used to organize contacts under a company.
Delete Business Removes a business record. Used in cleanup.
Get Business By ID Retrieves a single business. Used to read its details.
List Businesses Lists the business records. Used to inventory accounts.
Update Business Updates a business record. Used to keep company data current.

Tasks

Create Task Creates a task. Used to build automated follow-up sequences.
Delete Task Removes a task. Used in cleanup.
Get Task By ID Retrieves a single task. Used to read its details.
List Tasks Lists tasks. Used to inspect open follow-ups.
Update Task Updates an existing task. Used to change status or due date.

Notes

Create Note Adds a note to a contact. Used to log context for the team.
Delete Note Removes a note. Used in cleanup.
Get Note By ID Retrieves a single note. Used to read logged context.
List Notes Lists notes on a contact. Used to read the history.
Update Note Updates an existing note. Used to correct logged context.

Tags and Workflows

Add Tags To Contact Adds one or more tags to a contact. Used to segment leads across channels.
Create Tag Creates a new tag. Used to define a segment.
List Tags Lists the tags on the account. Used to resolve tag names.
Remove Tags From Contact Removes tags from a contact. Used to re-segment a lead.
Trigger Workflow Enrolls a contact into a GoHighLevel workflow. Used to hand a lead to a native automation.

Forms

Get Form Submissions Returns submissions for a form. Used to pull captured leads.
List Forms Lists the forms on the account. Used to resolve a form ID.

Invoices

Create Invoice Creates an invoice. Used to start a billing workflow.
Get Invoice By ID Retrieves a single invoice. Used to read billing details.
List Invoices Lists invoices. Used to audit billing.
Send Invoice Sends an invoice to a contact. Used to request payment.
Update Invoice Updates an existing invoice. Used to correct billing details.

Products

Create Product Creates a product. Used to define a billable item.
Create Product Price Adds a price to a product. Used to define pricing.
Delete Product Removes a product. Used in catalog cleanup.
Get Product By ID Retrieves a single product. Used to read its details.
List Products Lists products. Used to inventory the catalog.
Update Product Updates an existing product. Used to keep the catalog current.

Triggers

2 triggers

Event Triggers

On New Opportunity Polls GoHighLevel and fires when a new opportunity is created, optionally scoped to a single pipeline. When it fires, agents update the deal stage, log context, and notify the team.
On New Form Submission Polls GoHighLevel and fires when a form is newly submitted, optionally scoped to a single form. When it fires, agents create or enrich the contact, tag it, open an opportunity, and start the follow-up sequence.

Start building with GoHighLevel

$100 in credits. No card required. Connect in minutes.

Start Building Free Talk to us