Connect GoHighLevel to Payaca

Both apps 47GoHighLevel 33Payaca 14

• 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
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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