ComTrack

General · Integrations

GoHighLevel Integration

Query commission data from a GoHighLevel workflow.

1 min readUpdated Includes video

Watch the walkthroughLoom video

1. Overview of Integration 0:03

  • The integration allows Go High Level to query Com Track for commission data.
  • It helps determine if commissions exist for a specific contact.

2. Setting Up a New Workflow 0:44

  • Create a new workflow in Go High Level.
  • Ignore the trigger for now and select 'New Action'.

3. Configuring the Webhook 0:51

  • Choose 'Custom Webhook' and rename it as desired.
  • Set the event to 'Custom' and method to 'GET'.
  • GET https://commissionconnector.com/api/reference/single

4. API Key Authorization 1:11

  • For authorization, select 'API Key'.
  • Enter x-api-key as the key name and create a new key (e.g., 'ComTrack API Key').
  • Copy the API Key from your Com Track account and paste it into the value field.

5. Adding Query Parameters 1:56

  • Add any of the following five query parameters:
    • carrier
    • client_full_name
    • agent_name
    • date
    • policy_number
  • Enter these parameters as needed to query commission data.

6. Testing the Webhook 4:54

  • Save the response from the webhook.
  • Test the webhook with a sample contact name.
  • Ensure a '200' response indicates success.

7. Mapping Data to Contact Fields 8:20

  • Update contact fields based on the returned data from Com Track.
  • For example, update 'Last Commission Received Date' with the 'Statement Date' from the response.

8. Setting Up Triggers and Branches 11:32

  • Decide on the trigger for the workflow (e.g., contact update or manual input).
  • Create a branch to check if a commission was found based on the ID returned.

9. Handling Commission Found or Not Found 13:09

  • If a commission is found, update the contact fields accordingly.
  • If no commission is found, consider tagging the contact or sending them to a retention workflow.

Cautionary Notes

  • Ensure that the API Key is kept secure and not shared publicly.
  • Double-check the accuracy of the query parameters to avoid incorrect data retrieval.

Tips for Efficiency

  • Regularly update the contact information in your CRM to ensure accurate commission checks.
  • Consider running this workflow on a monthly basis to keep track of commissions effectively.

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