This guide covers how to create a custom action in Synthflow that retrieves client information from GoHighLevel using a contact’s phone number. This setup will enable the AI assistant to instantly access and use client details from GoHighLevel without needing to ask repetitive questions, making each interaction smoother and more efficient.
API Endpoint
Endpoint:https://services.leadconnectorhq.com/contacts/
- query: <user_phone_number> – This uses the lead’s phone number as the identifier to locate the contact in GoHighLevel.
- locationId: This is your unique GoHighLevel location ID. You can find this in GoHighLevel > Main Menu > Settings > Business Profile.
- Version: 2021-07-28 – Based on the latest version of the GoHighLevel API documentation.
Using this custom action lets the AI assistant access essential client information, reducing the need to ask clients for details that are already in your system. This approach saves time, enhances the customer experience, and enables more personalized interactions.Getting Started
To use this custom action, you can leverage our template: Get User Preferences from GoHighLevel.
Related to