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Hey all,

Just curious if anyone has a marketing agency and they have been able to set up zapiers to automate their client renewal process in Highlevel. We have a monthly subscription and we are looking to automate the process once a payment is successful in Stripe, it moves the client to the renew section in our opportunities. 

Has anyone had Highlevel build a custom Zapier for this or have any insight to how we can systemize this process? Please let me know!

 

Thank you!

Hi @WebD 

Good question.

 

You may want to explore using the HighLevel API: https://highlevel.stoplight.io/docs/integrations/0443d7d1a4bd0-api-2-0-overview

 

App APIs can be used in Zap with the Webhooks app as an action step: https://zapier.com/apps/webhook/help

 

 


Hiya @WebD! I wanted to swing by and toss a few more resources your way! 🤗

As Troy mentioned you could potentially use the HighLevel API and Webhooks by Zapier if you’re comfortable! Here’s a few resources to get you started if you’d like to give that a shot:

Full transparency, this is usually considered a little more of an advanced approach so the support offered around this is a bit limited. That said, if you’d rather not fuss with it and prefer to hire someone you might consider looking into a Zapier Expert! There’s even a service that will match you to an Expert. Check that out here:

Hope some of this helps! 

 


Thank you both! I appreciate you getting back so fast. I am pretty tech savvy so I will mess with it a little bit on the API side of things! Worst case, I will reach out for the expert set up!