API Endpoint for Uploading (maybe CRUD) Payment feature documents and contracts
J
Jericho Pasco
Currently, GoHighLevel lacks an automated way to upload contracts and payment-related documents via API. This feature request proposes a POST API that allows seamless uploading of contracts and documents related to payments, enabling better automation and integration with external platforms.
Key Benefits:
✅ Automate document uploads for payment processing workflows
✅ Improve integration with third-party contract and payment systems (e.g., Stripe, QuickBooks, PandaDoc, etc.)
✅ Enhance CRM functionality by linking payment-related documents directly to contacts or transactions
✅ Reduce manual work and streamline financial processes
Suggested API Functionality:
Endpoint: POST /documents/upload
Parameters:
file: The document file (PDF, DOCX, etc.)
type: Contract, Invoice, Receipt, or Other
contact_id: Associate the document with a specific contact
payment_id: (Optional) Link to a payment record if applicable
metadata: (Optional) Custom tags for better organization
This feature would significantly improve document management in GHL, making payment-related processes more efficient and automated.
If you agree, please upvote and share your thoughts to help prioritize this feature! 🚀
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