What are you trying to achieve?
Hello everyone. I will be happy if someone can help me figure this out . I want to know how to upload a pdf file to a custom field in an opportunity in gohighlevel. As far as I have learned, it can only be done by using oauth2 http. If the file is coming from google drive, how do i post it to the custom field in gohighlevel?
Ps. Gohighlevel has a custom field that is set up for file upload.
Can someone help me please?
Hello @Hidden_Key_Group,
Please review this page with guidelines you can follow for posting questions.
On the surface, you might be able to use HighLevel LeadConnector Update an Opportunity module to add the PDF file.
Once you get this module added and set up, then you can report back to us any errors you received, screenshots of the module’s configuration, etc… that information will help us support you.
The module may ask for the data itself, or a public link to the PDF so that it can download it then upload it to the opportunity. We won’t know which way it needs until you try it out.
If you need help figuring out what it’s asking, then you can add the module then post screenshots of it.
Hello Donald. The update opportunity module doesnt show custom fields. It only shows standard ghl fields and not custom fields
Got it, then you may be able to use Make an API Call module.
You can try this module again the this endpoint assuming the module is built to use v2 of the API.
Question is, how to format the customFields for files.
One thing you might try is to query an opportunity that has an attachment in this custom field, then maybe replicate that for uploading a file.
Found it, it’s a different endpoint for uploading files to customFields. https://highlevel.stoplight.io/docs/integrations/67af3120b5137-uploads-file-to-custom-fields
When you add a Make an API Call module and open up the settings for it, it should prompt you for a portion of the endpoint you want to use.
Hopefully the address matches the documentation. Can you post a screenshot of the module’s configuration screen? I’d do it, but I can’t unless I have an account to connect to.