Settings
Integration, service catalog, roles, and data management.
HighLevel Integration
Connect the authorized sub-account to import contacts, invoices, transactions, and subscriptions.
Cloud backend is active. Integration state, tokens, and audit logs are securely managed by the platform.
CRM Data Fetch & Contact Lookup
Query live CRM data and lookup contacts directly using email ID
Automated Webhook Triggers
Receive instant contact, invoice, and payment sync events from HighLevel — no manual refresh needed
Register this URL in your HighLevel sub-account under Settings → Integrations → Webhooks. Subscribe to Contact Created, Contact Updated, Invoice Created/Updated, and Payment/Transaction events for instant client, invoice, and payment sync.
Generate a secret and paste the same value into the HighLevel webhook configuration. All incoming payloads are verified with HMAC-SHA256 — unsigned or mismatched requests are rejected.
Enable instant contact creation
When enabled, every HighLevel contact event auto-creates a client (idempotent — duplicates are skipped).
Service Catalog
Configurable services with default prices and activation triggers
| Code | Name | Category | Interval | Default Price | Active | Action |
|---|
User Roles & Permissions
Server-side enforced — UI buttons are hidden per role
| User | Role |
|---|
Super Admin: full access
Finance Admin: invoices, payments, refunds, reconciliation
Sales: view assigned clients & collections (no financial edits)
Support: view entitlements & extend validity (no financial edits)