GoHighLevel - Find Opportunity by Custom Field

Status: Open · Asked by Billy Edmunds on · 0 views

wonders83 — Question ·

We desperately need to be able to find an opportunity by opportunity custom field. Searching by name, email, etc doesn't provide a specific opportunity. We integrate with our sales partners CRM's and store a "Partner Lead ID" which we use to reference the opportunity in our system. We need to be able to search for this partner lead ID to identify the correct opportunity to move.

Arshil Ahmad — Reply ·

Hi @wonders83,

Please allow me some time to discuss this use case with our team. We will get back to you shortly.

wonders83 — Reply ·
I had a discussion with the technical team, and they have informed me that it's not possible to search for an opportunity through a custom field according to GHL's API documentation.
https://highlevel.stoplight.io/docs/integrations/a163e98c45b8d-search-opportunity

Thanks for your response.

Where would I report a bug? I am trying to use GHL "Create or Update a Contact" and receiving a 403 error stating "The token does not have access to this location. I am using a saved Pabbly variable with my location ID and it is working correctly for other functions, just not this one.

I also tried the regular “Update Contact” which requires an additional search step, but that one doesn’t work to apply tags to a contact so essentially I have no way to update the contact.

Thanks

Arshil Ahmad — Reply ·

Could you please share the Workflow URL in which you have this concern?

wonders83 — Reply ·

Should I message it or post it here?

Arshil Ahmad — Reply ·

You can post it here on this thread.

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