Connect GoHighLevel to JobTread

Both apps 53GoHighLevel 33JobTread 20

• Trigger
  New or updated contact

  Triggered when a contact is created or updated in your HighLevel sub-account.

• Action
  Add or Remove Tags on Multiple Contacts

  Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags.

• Action
  Create appointment

  Book a new calendar appointment.

• Action
  Create contact

  Create a new contact in HighLevel.

• Action
  Create note

  Add a note to a contact.

• Action
  Create opportunity

  Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.

• Action
  Create task

  Create a task on a contact.

• Action
  Delete appointment

  Cancel/delete a calendar event or appointment.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete note

  Delete a note from a contact.

• Action
  Delete task

  Delete a task from a contact.

• Action
  Find contacts

  Search contacts by name, email, phone, or other criteria.

• Action
  Find conversations

  Search conversations by contact or other criteria.

• Action
  Find opportunities

  Search opportunities by pipeline, stage, contact, or other criteria.

• Action
  Get appointment

  Retrieve a single calendar appointment by ID.

• Action
  Get calendar

  Retrieve a single calendar's configuration by ID.

• Action
  Get contact

  Retrieve a single contact by ID.

• Action
  Get conversation

  Retrieve a single conversation by ID.

• Action
  Get note

  Retrieve a single note on a contact.

• Action
  Get opportunity

  Retrieve a single opportunity by ID.

• Action
  List calendar events

  List calendar events within a date range.

• Action
  List calendars

  List all calendars for the location.

• Action
  List notes

  List all notes on a contact.

• Action
  List tasks

  List all tasks on a contact.

• Action
  Remove tags from contact

  Remove one or more tags from a contact.

• Action
  Send a message

  Send an SMS, email, or other conversation message to a contact.

• Action
  Update appointment

  Update an existing calendar appointment.

• Action
  Update contact

  Update an existing contact's fields.

• Action
  Update note

  Update an existing note on a contact.

• Action
  Update opportunity

  Update an existing opportunity's fields.

• Action
  Update task

  Update an existing task on a contact.

• Action
  Upsert contact

  Create a contact or update it if a matching contact already exists.

• Action
  Upsert opportunity

  Create an opportunity or update it if a matching one already exists.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.