HighLevel and Confluence Integration

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Automatically update Confluence pages with key HighLevel metrics to keep your team aligned. Use Latenode's visual editor and JavaScript nodes for custom reporting, saving time and ensuring data accuracy, all at an affordable price.

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HighLevel

Confluence

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect HighLevel and Confluence

Create a New Scenario to Connect HighLevel and Confluence

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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Confluence will be your first step. To do this, click "Choose an app," find HighLevel or Confluence, and select the appropriate trigger to start the scenario.

Add the HighLevel Node

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

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HighLevel

Configure the HighLevel

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

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Sign In

Run node once

Add the Confluence Node

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

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Authenticate Confluence

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

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Sign In

Run node once

Configure the HighLevel and Confluence 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 HighLevel and Confluence 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 HighLevel, Confluence, 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 HighLevel and Confluence integration works as expected. Depending on your setup, data should flow between HighLevel and Confluence (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect HighLevel and Confluence

HighLevel + Confluence + Slack: When new feedback is captured in HighLevel via a new note, the information is documented as a new page in Confluence, and a notification is sent to a specified Slack channel to alert the team.

Confluence + HighLevel + Google Sheets: Summaries of project documentation from Confluence pages are extracted and added as notes to contacts in HighLevel. The creation of these notes is then logged in a Google Sheet for progress tracking.

HighLevel and Confluence integration alternatives

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.

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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FAQ HighLevel and Confluence

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

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

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

Can I automatically create Confluence pages from new HighLevel leads?

Yes, you can! Latenode enables this automation, instantly converting new HighLevel leads into well-formatted Confluence pages. This streamlines documentation and keeps your team aligned.

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

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

  • Automatically creating Confluence pages for new HighLevel opportunities.
  • Updating Confluence documentation when HighLevel contact information changes.
  • Generating reports in Confluence based on HighLevel sales data.
  • Creating task lists in Confluence from HighLevel campaign events.
  • Syncing HighLevel customer feedback to Confluence for team review.

How easily can I update my HighLevel workflows on Latenode?

Updating workflows is seamless! Latenode's visual editor allows drag-and-drop modification, and built-in version control helps track changes.

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

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

  • Complex data transformations may require JavaScript coding within Latenode.
  • Rate limits from HighLevel and Confluence APIs can affect high-volume workflows.
  • Custom HighLevel fields might need manual mapping to Confluence fields.

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