In Go High Level, there is a custom field option of “file upload”. This is where we are housing the client’s lead card (field is titled “Lead Card”). We need our agents to go be able to print off these lead cards in bulk.
I have 2 problems I’m trying to solve here: assigning leads and then creating pdfs.
First some
- We have a “lead holder” sub-account that houses all the leads.
- Each team has their own sub-account where each agent will be added as a user for their respective team.
- Leads will be assigned from the “lead holder” account to the sub accounts. I have gotten this figured out except for one thing - moving the lead card to the other sub-account.
Problem 1: Assigning
I’m using a custom webhook and the copy contact feature to move a lead to the appropriate sub account and then assign it to the correct user. All the relevant data is able to be transferred over, except I can’t get the lead card to move over. It seems like all the parameters are for text data (makes sense since it’s json). Is there a way through Make (or maybe in GHL that I’ve overlooked) that can upload the lead image to the newly assigned lead in the team sub-account after it’s been assigned? We do have a URL for the image if we need to pull that. I don’t see the lead card field in Make after I connected my GHL account.
Problem 2: creating pdfs and printing.
When I download the image from the url to manually put into the lead, it’s a jpg. I need the image to be a pdf and then emailed to the agent to print in bulk. The workflow would trigger with the agent tagging the leads they want printed with “leadstoprint” in GHL, and then they would receive an email with their leads in pdf form. Is this possible through Make?
I’m fairly new to this side of things so still learning, and would appreciate any help you guys can offer!