HighLevel

High Level List Custom Fields

Fetch custom fields available in a designated location to tailor your CRM according to business needs. Best for customizing data points and enhancing customer profiles. Returns field names, types, and associated values. Utilize 'locationId' to target specific locations.

High Level List Form Submissions

Access all form submissions collected from a particular location. Use this tool to analyze and respond to customer inquiries or feedback. Returns submission content including respondent details and responses. Specify 'locationId' to filter results by location.

High Level List Invoices

Acquire invoice details issued in a specified location, useful for financial reporting and client billing management. Extracts invoice information such as amounts, issue date, and recipient. Use the 'locationId' parameter for location-specific invoice data.

High Level List Opportunities

List opportunities in a given location to manage potential deals and forecasts. Ideal for sales teams tracking leads and opportunities. Returns opportunity details including status, value, and owner. Filter by 'locationId' to focus on specific markets.

High Level List Order

Retrieve a list of orders from your system based on a specific location. Use this tool when you need to track and manage orders by location. Returns detailed order data, including the order ID, items ordered, and status. Specify the 'locationId' parameter to filter results.

High Level List Orders

Fetch a list of all orders placed in a designated location, aiding in order management and fulfillment. Get order information including order items, total amount, and client details. Utilize the 'locationId' parameter to sort orders by location.

High Level List Payments

Get a full list of payments made within a specific location. Ideal for tracking and processing payments efficiently. Returns details like payment amount, date, and payment method. Use the 'locationId' parameter to specify the location.

High Level List Pipelines

Access a list of all sales pipelines within a specified location. Utilized to visualize and manage sales processes. Provides pipeline details like stages, opportunities, and progress. Specify 'locationId' to view pipelines relevant to a certain location.

High Level List Subscriptions

Retrieve subscription records from a specific location to oversee recurring revenue streams. Use this tool to manage and analyze subscription-based services. Returns details such as subscription status, start date, and subscriber information. Filter by 'locationId'.

High Level List Transactions

Retrieve a list of transactions within a chosen location for financial tracking and analysis. Use when you need detailed transactional insights. Provides transaction details like amount, date, and status. Filter by 'locationId' to narrow down to specific areas.