Agency level integration with Go High Level (lead Connector)

[shall5377]

I'm struggling to figure out how to connect my agency level API with Pabbly. LeadConnector is connected, but it's showing my sub-accounts and I need to manually select them. I want connect the Agency level so that as new sub-accounts are added, it can dynamically connect and update the new sub-accounts. Example: Onboarding form submitted to Saas Sub-account/Agency... I need to PUSH the custom values to the new sub-account.

 

[shall5377]

I'm struggling to figure out how to connect my agency level API with Pabbly. LeadConnector is connected, but it's showing my sub-accounts and I need to manually select them. I want connect the Agency level so that as new sub-accounts are added, it can dynamically connect and update the new sub-accounts. Example: Onboarding form submitted to Saas Sub-account/Agency... I need to PUSH the custom values to the new sub-account.

If you have a solution - I would greatly appreciate a quick loom or instructions on how to connect at the agency level.

 

[shall5377]

I was able to connect the Agency API. The goal of the api was to capture the sub-account location Id and send it back to lead connector. I was able to pull and find the location id - but can't figure out how push it back to Lead to connector

 

[Preeti Paryani]

Hello @shall5377,

Apologies for the delayed response due to the festive holidays/

Could you please provide us with the workflow URL? This will allow us to better assist you.

I was able to connect the Agency API. The goal of the api was to capture the sub-account location Id and send it back to lead connector. I was able to pull and find the location id - but can't figure out how push it back to Lead to connector

 

[shall5377]

Hello @shall5377,

Apologies for the delayed response due to the festive holidays/

Could you please provide us with the workflow URL? This will allow us to better assist you.

@Preeti Paryani - This is on the Agency API workflow.

Here's my goal - I need to connect at the agency level so that when a new subaccount is created, I can automatically capture the location ID, send it to the sub-account as a custom value/field

Agency API Workflow Overview

In this video, I walk you through the agency API workflow I'm currently using. I explain how I'm retrieving my company and location IDs, and the main goal is to grab the location ID for the sub-accounts and push that through. Please take a look and let me know if you have any questions or need...

www.loom.com

 

[Deleted member 15445]

Hello @shall5377

Please note that if you create a location during execution, you won’t be able to use actions that require a sub-account connection in the next step. This is because the connection cannot be established at runtime for a location that was just created in LeadConnector.

Let us know if you need further clarification!

 

[shall5377]

Hello @shall5377

Please note that if you create a location during execution, you won’t be able to use actions that require a sub-account connection in the next step. This is because the connection cannot be established at runtime for a location that was just created in LeadConnector.

Let us know if you need further clarification!

@Luv - I need help getting it to work. It currently does not work at all. https://www.loom.com/share/8d40abe7243d4d22a2d247600f754121

 

[Deleted member 15445]

Hey @shall5377

This will not be possible as updating connection between the automation workflow cannot be done.

Feel free to reach out to us in case of any other queries.

 

[shall5377]

Hey @shall5377

This will not be possible as updating connection between the automation workflow cannot be done.

Feel free to reach out to us in case of any other queries.

@Luv - Is it an option to have a zoom call? I simply want to pull the sub-account location id and send it back to GHL. That's it.

 

[Preeti Paryani]

Hello @shall5377,

We can certainly schedule a Google Meet; however, your use case does not appear to be feasible.

 

[shall5377]

Hello @shall5377,

We can certainly schedule a Google Meet; however, your use case does not appear to be feasible.

@Preeti Paryani Please let me know how to schedule the call.

 

[Preeti Paryani]

Hell @shall5377,

Please let us know a convenient time slot between Monday and Friday, either between 11:00 AM - 1:00 PM IST or 4:00 PM - 5:00 PM IST so we can schedule the meet accordingly.

 

[shall5377]

Hell @shall5377,

Please let us know a convenient time slot between Monday and Friday, either between 11:00 AM - 1:00 PM IST or 4:00 PM - 5:00 PM IST so we can schedule the meet accordingly.

@Preeti Paryani - I can meet tomorrow between 4-5pm IST (6:30-7:30 am est)

 

[Preeti Paryani]

Hello @shall5377,

Thanks for sharing the convenient time slot we will be sharing the meet link soon.

 

[Preeti Paryani]

Hello @shall5377,

We have scheduled the Google Meet for you for tomorrow at 4:30 PM IST. Please join us using the following meet link - https://meet.google.com/nyc-gvvz-gus.

 

[ApexFD3S]

@Preeti Paryani - I can meet tomorrow between 4-5pm IST (6:30-7:30 am est)

Did you ever get to the bottom of this? Your use case is exactly what I am trying to do as well. Reading this thread its looking like Pabbly cannot look up a sub-acct and update its custom values? (kinda the whole reason I purchased Pabbly lol)