Update Custom Values in Leadconnector v2 (Custom values ID no selected)

[Joe Pham]

Your Workflow URL

https://connect.pabbly.com/workflow/mapping/IjU3NjcwNTZkMDYzNDA0MzI1MjZkNTUzNDUxMzMi_pc

Consent to Access & Modify

I authorize Pabbly Support to log in to my account and make changes to the specified workflow for troubleshooting.

Currently, I’ve set up a workflow to automatically create a sub-account.

I want to update custom values with the customer’s submitted information whenever a sub-account is created.

However, in the Custom Values ID section, I don’t see anything available to select.

What should I do?

 

[Preeti Paryani]

Hi @Joe Pham,

Could you please confirm which account you used while setting up the LeadConnector V2 connection — the Agency account or the Sub-account?

 

[Joe Pham]

Hi @Joe Pham,

Could you please confirm which account you used while setting up the LeadConnector V2 connection — the Agency account or the Sub-account?

Agency account

 

[Preeti Paryani]

Hi @Joe Pham,

You would need to set up the LeadConnector V2 connection using the Sub-account for which you want to update the Custom Values. Only then will the Custom Values ID dropdown display the custom values available for that specific location.

Please try reconnecting using the Sub-account and let us know how it goes.

 

[Joe Pham]

Hi @Joe Pham,

You would need to set up the LeadConnector V2 connection using the Sub-account for which you want to update the Custom Values. Only then will the Custom Values ID dropdown display the custom values available for that specific location.

Please try reconnecting using the Sub-account and let us know how it goes.

I understand. But in that case, how can I automate the process of creating a sub-account and then updating the custom values in the newly created sub-account without manually switching the connection? Is this possible?

 

[ArshilAhmad]

Please check out the thread shared below:

LeadConnector -> Updating Custom Values after creating new Sub-Account

Hello, Creating a new SubAccount and User for GoHighLevel works perfectly with Pabbly. However, I have an issue: After the new SubAccount is automatically created with the given snapshot, I want to populate the custom values. Unfortunately, these custom values are imported empty. The problem...

forum.pabbly.com

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
Pabbly.com
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[Joe Pham]

I don't think that we can use leadconnector v1, because now it's changed to Private Integration v2.
Just leadconnector v2 is possible to create sub-account.

 

[Preeti Paryani]

Hey @Joe Pham,

You can find the APi endpoint here - https://marketplace.gohighlevel.com/docs/ghl/custom-fields/update-custom-field

 

[Preeti Paryani]

Hi @Joe Pham,

As mentioned in the thread shared by our team, you would need to use the LeadConnector V1 application to create the location (sub-account). In response to that action, you will receive the Bearer Token, which can then be used in a Custom API Request to update the custom values.

We recommend following the same approach described in the shared conversation and testing it once from your end. Please try this method and let us know how it goes.

Please keep us posted on your findings.

 

[Joe Pham]

Hi @Joe Pham,

As mentioned in the thread shared by our team, you would need to use the LeadConnector V1 application to create the location (sub-account). In response to that action, you will receive the Bearer Token, which can then be used in a Custom API Request to update the custom values.

We recommend following the same approach described in the shared conversation and testing it once from your end. Please try this method and let us know how it goes.

Please keep us posted on your findings.

but when I try to create sub-account, this has error.

 

[Joe Pham]

Let me describe the process I’m using to create a sub-account with LeadConnector v1. Please check if it’s correct:

1. I create a private integration token in my agency account.
2. I use that token to create a connection with Pabbly – LeadConnector v1.
3. I create a workflow with a Catch Webhook to receive data.
4. I add an action to create a sub-account using the LeadConnector v1 connection.

Note:

• In step 4, when creating the sub-account, I get this error: “Unauthorized, Switch to the new API token.”
• In GHL → Settings → Agency Account → Company, I tried disabling Enhanced Security, but I still get the same error.

 

[Preeti Paryani]

Hi @Joe Pham,

Thanks for sharing the update.

We have escalated this concern to our development team to check the feasibility of supporting the Update Custom Values action with both Agency-level and Sub-account-level connections. We recommend waiting for an update, and we will get back to you as soon as we receive more information from our team.

In the meantime, if possible, please reach out to the LeadConnector (GoHighLevel) support team and confirm whether they support updating custom values of sub-accounts using an Agency-level token or connection.

Please keep us posted on their response.

 

[Joe Pham]

GHL does not support updating the custom values of a sub-account using an Agency-level token. They only support updating the custom values of a sub-account using that sub-account’s own token.

 

[Preeti Paryani]

Hi @Joe Pham,

Since GoHighLevel does not support updating custom values of a sub-account using an Agency-level token, this use case does not appear to be possible at the moment. Updating custom values requires the Sub-account’s own token, which means the process cannot be fully automated within a single workflow using only the Agency connection.

 

[Joe Pham]

Hi @Joe Pham,

Since GoHighLevel does not support updating custom values of a sub-account using an Agency-level token, this use case does not appear to be possible at the moment. Updating custom values requires the Sub-account’s own token, which means the process cannot be fully automated within a single workflow using only the Agency connection.

View attachment 65411

Yes, I’m hoping there will be a solution so I can automate this process — meaning that when a sub-account is created, the custom values will automatically be updated based on the information already submitted in the form.



Right now, I have to manually update the information in the custom values.

 

[Preeti Paryani]

Hi @Joe Pham,

Thank you for your message.

We understand your requirement to automatically update custom values when a sub-account is created. However, this is not possible at the moment due to API limitations.

With API V1, the required functionality is facing issues, and with API V2, this operation is not supported. Therefore, this use case cannot be automated for now.