WR Custom - HighLevel icon

WR Custom - HighLevel

WR custom integration into a client's own HighLevel sub-account — CRM configuration audit (pipelines, custom fields, users, tags, lost reasons, calendars, forms, custom objects), contacts, opportunities, notes. Connects with a Private Integration Token.

Actions47

Account Configuration → Get Full Snapshot

AI-generated

Summary

Fetches selected configuration sections from the HighLevel sub-account into one snapshot object. Choose sections to retrieve; sections that cannot be fetched, such as those missing a required scope, are reported in the snapshot’s errors field without failing the other sections.

Inputs

  • Authentication — Select Private Integration Token or OAuth2 (Legacy). New nodes default to a Private Integration Token; older version 1 nodes default to OAuth2.
  • Sections — Choose which configuration sections to fetch. Defaults to all listed sections: location profile, pipelines and stages, lost reasons, custom fields, custom values, tags, users, calendars and groups, workflows, campaigns, forms, surveys, custom objects, associations, and businesses. Each section lists the scope it requires; missing scopes are reported under errors.

Output shape

A single snapshot object containing the requested configuration sections.

Sections that fail are reported under errors with the required scope; they do not prevent other sections from being returned.

Links

Discussion