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Creating a Marketplace app

A private HighLevel Marketplace app gives StackOne the OAuth client credentials it uses to connect accounts.

1

Create the app

Sign in to the HighLevel Marketplace, then click Create app on the App dashboard.

  • App name: StackOne Integration
  • App type: Private
  • Who is the target user of the app?: Sub-Account [Recommended] to read one sub-account’s CRM data, or Agency for agency-level data
  • Who can install the app?: Everyone
  • Listing type: Standard (Non white-label). HighLevel won’t save a redirect URL that contains highlevel on a white-label app, and the StackOne Callback URL does.
  • Click Create app.
  • Set App Distribution in your Connector Profile to the same target user, Sub-Account or Agency.
  • A private app stops accepting new installs once it is active in more than 5 external agencies.
The Start from scratch form with App name, Private, Sub-Account [Recommended], Standard (Non white-label) and Create app highlighted
2

Add the redirect URL

From the left menu under Advanced Settings, select Auth.

  • Redirect URL: the Callback URL from your Connector Profile
  • Click + Add.
The Redirect URLs section with the Redirect URL field and the Add button highlighted
3

Select the scopes

Enables actions: Add An External Outbound Call, Add An Inbound Message, Add Contact Followers, Add Contact To Campaign, Add Contact To Workflow, Add Opportunity Followers, Add Tags, Cancel A Scheduled Email Message, Cancel A Scheduled Message, Cancel An Scheduled Invoice, Create An Email Template, Create Appointment, Create Appointment Note, Create Association, Create Block Slot, Create Business, Create Calendar, Create Calendar Group, Create Calendar Resource, Create Contact, Create Contact Note, Create Contact Task, Create Conversation, Create Coupon, Create Custom Field, Create Custom Object, Create Custom Value, Create Email Campaign, Create Invoice, Create Invoice From Estimate, Create Invoice Schedule, Create Link, Create Location Custom Field, Create New Estimate, Create Notification, Create Opportunity, Create Order Fulfillment, Create Pipeline, Create Post, Create Price For A Product, Create Product, Create Record, Create Relation For You Associated Entities, Create Send, Create Sub-Account, Create Tag, Create Template, Create User, Create Workflow, Delete A Template, Delete Appointment Note, Delete Association, Delete Business, Delete Calendar, Delete Calendar Resource, Delete Contact, Delete Contact From Workflow, Delete Contact Note, Delete Conversation, Delete Coupon, Delete Custom Field By ID, Delete Email Campaign, Delete Estimate, Delete Event, Delete File Or Folder, Delete Group, Delete Invoice, Delete Link, Delete Notification, Delete Opportunity, Delete Pipeline, Delete Post, Delete Price By ID For A Product, Delete Product By ID, Delete Relation, Delete Schedule, Delete Task, Delete Template, Delete User, Disable Group, Edit Post, Export Messages By Location ID, Fetch Coupon, Fetch Timezones, Filter Users By Email, Generate Estimate Number, Generate Invoice Number, Get Accounts, Get All Associations For A Sub-Account Location, Get All Notes, Get All Objects For A Location, Get All Relations By Record ID, Get All Tasks, Get An Schedule, Get An Template, Get Appointment, Get Appointments For Contact, Get Association By ID, Get Association By Object Keys, Get Association Key By Key Name, Get Blocked Slots, Get Business, Get Businesses By Location, Get Calendar, Get Calendar Events, Get Calendar Resource, Get Calendars, Get Campaign Statistics, Get Campaigns, Get Company, Get Contact, Get Contact Note, Get Contacts By BusinessId, Get Conversation, Get Custom Fields, Get Custom Fields By Object Key, Get Custom Values, Get Duplicate Contact, Get Email By ID, Get Email Campaign By ID, Get Email Template By ID, Get Forms, Get Forms Submissions, Get Free Slots, Get Groups, Get Invoice, Get Link By ID, Get Links, Get List Of Filesfolders, Get Lost Reason, Get Message By Message ID, Get Messages By Conversation ID, Get Notes, Get Notification, Get Notifications, Get Object Schema By Key ID, Get Opportunity, Get Order By ID, Get Pipeline, Get Pipelines, Get Post, Get Posts, Get Price By ID For A Product, Get Product By ID, Get Sub-Account, Get Subscription By ID, Get Surveys, Get Surveys Submissions, Get Tags, Get Task, Get Transaction By ID, Get Unified Credentials, Get Unified Organization, Get Unified Role, Get Unified User, Get User, Get Workflow, List Calendar Resources, List Coupons, List Email Campaigns, List Email Templates, List Estimates, List Fulfillment, List Invoice Templates, List Invoices, List Orders, List Prices For A Product, List Products, List Schedules, List Subscriptions, List Transactions, List Unified Organizations, List Unified Roles, List Unified Users, Lookup Contact By Email Or Phone, Record A Manual Payment For An Invoice, Record Order Payment, Remove Contact Followers, Remove Contact From Campaign, Remove Contact From Every Campaign, Remove Opportunity Followers, Remove Tags, Schedule An Schedule Invoice, Schedule Campaign, Search Contacts, Search Conversations, Search Locations, Search Object Records, Search Opportunities, Search Opportunity, Search Users, Send A New Message, Send Estimate, Send Invoice, Task Search Filter, Update An Email Template, Update Appointment, Update Appointment Note, Update Association By ID, Update Block Slot, Update Business, Update Calendar, Update Calendar Resource, Update Contact, Update Contact Note, Update Conversation, Update Coupon, Update Custom Field By ID, Update Email Campaign, Update Estimate, Update Group, Update Invoice, Update Link, Update Message Status, Update Notification, Update Object Schema By Key ID, Update Opportunity, Update Opportunity Status, Update Pipeline, Update Price By ID For A Product, Update Product By ID, Update Schedule, Update Task, Update Task Completed, Update Template, Update User, Upload File Attachments, Upload File Into Media Storage, Upsert Contact, Upsert Opportunity, Validate Group Slug, Void Invoice

In the Scopes section, expand each group and select every scope listed. companies.readonly and locations.write are only offered when the target user is Agency.

The Contacts scope group with contacts.readonly and contacts.write selected
4

Confirm and save the scopes

If HighLevel shows Action required with Are you sure you want to proceed with creating the app with sensitive scope?, click Confirm.

  • Click Save.
The Action required dialog with the Confirm button highlighted
5

Copy the credentials

From the left menu under Manage, select Secrets.

  • Click + Add in Client keys.
  • Name: StackOne Integration
  • Click Add.
  • Copy the Client ID and Client secret into your Connector Profile.
  • The client secret is displayed only once and can’t be retrieved later.
The Add a client key dialog with the copy icons next to Client ID and Client secret highlighted and both values hidden

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Create the StackOne Connector Profile

1

Create a Connector Profile

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2

Link an Account

Once the Connector Profile is created, continue to link an account.