ConvertAPI and HighLevel Integration

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Automatically create leads in HighLevel from ConvertAPI-processed documents. Latenode’s visual editor and affordable execution-based pricing simplify document workflow automations. Use JavaScript for advanced PDF data handling to precisely populate HighLevel fields.

Swap Apps

ConvertAPI

HighLevel

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and HighLevel

Create a New Scenario to Connect ConvertAPI and HighLevel

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or HighLevel will be your first step. To do this, click "Choose an app," find ConvertAPI or HighLevel, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node

Select the ConvertAPI node from the app selection panel on the right.

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ConvertAPI

Configure the ConvertAPI

Click on the ConvertAPI node to configure it. You can modify the ConvertAPI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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ConvertAPI

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Sign In

Run node once

Add the HighLevel Node

Next, click the plus (+) icon on the ConvertAPI node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.

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HighLevel

Authenticate HighLevel

Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.

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HighLevel

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Sign In

Run node once

Configure the ConvertAPI and HighLevel Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the ConvertAPI and HighLevel Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring ConvertAPI, HighLevel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the ConvertAPI and HighLevel integration works as expected. Depending on your setup, data should flow between ConvertAPI and HighLevel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ConvertAPI and HighLevel

ConvertAPI + HighLevel + Google Sheets: When a file is converted using ConvertAPI, this automation creates a note in HighLevel associated with a specified contact, and then logs the conversion details in a Google Sheet for tracking.

HighLevel + ConvertAPI + Email: When a contact is updated in HighLevel, convert a specified document using ConvertAPI. Then, email the converted document to the updated contact.

ConvertAPI and HighLevel integration alternatives

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

About HighLevel

Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.

See how Latenode works

FAQ ConvertAPI and HighLevel

How can I connect my ConvertAPI account to HighLevel using Latenode?

To connect your ConvertAPI account to HighLevel on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertAPI and click on "Connect".
  • Authenticate your ConvertAPI and HighLevel accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add leads to HighLevel after converting a PDF?

Yes, easily! Latenode lets you automate the entire process, converting files with ConvertAPI and then instantly updating your HighLevel lists. This saves time and ensures data accuracy.

What types of tasks can I perform by integrating ConvertAPI with HighLevel?

Integrating ConvertAPI with HighLevel allows you to perform various tasks, including:

  • Automatically create HighLevel contacts from converted document data.
  • Update contact information in HighLevel after form data conversion.
  • Send SMS messages via HighLevel with converted file attachments.
  • Generate and store converted files within HighLevel's file manager.
  • Trigger HighLevel workflows based on successful file conversions.

How does Latenode handle large file conversions via ConvertAPI?

Latenode efficiently manages large files by leveraging scalable cloud infrastructure and optimized data streaming, ensuring reliable ConvertAPI conversions.

Are there any limitations to the ConvertAPI and HighLevel integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex file conversions may require significant processing time.
  • HighLevel's API rate limits can affect the speed of data transfer.
  • ConvertAPI's pricing tiers influence the volume of conversions possible.

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