To setup your HighLevel app in Cobalt for OAuth, you will need the following credentials from your HighLevel Marketplace account:
  • Client ID
  • Client Secret
  • Scopes

​
Pre-requisites

  1. Highlevel Marketplace account. You can create one here.

​
Required Settings

  • Mandatory Scopes
  1. oauth.readonly
  2. oauth.write
If you haven’t already created an app in HighLevel, you’d need to create one.

​
Creating an app in HighLevel

To create a HighLevel app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your HighLevel Marketplace account.
  2. Click on the My Apps tab in the top nav bar and click on + Create App button.
Navigation for App setup
  1. Enter the App Name, choose App Type as Private, check Agency and Sub-account in Distribution type, choose White-label under Listing Type and click on Create App.
  2. Go to your Apps catalog in Cobalt > Search for High Level > Settings > Use your credentials > Callback Url > Copy it.
  3. Go to Settings in the left menu, scroll down to Redirect URLs and paste the copied Callback Url, click on + Add and click on the Save button.
  4. Select the mandatory scopes in the Scopes section, as provided in your Cobalt HighLevel settings page and click on the Save button.
Setting up High Level Developer app
  1. Scroll down to the Client Keys section in Settings, click on + Add button and give it a Name. Copy the Client ID and Client Secret displayed.
    Copy the Credentials now as the Client Secret will not be visible again.
Getting Credentials

​
Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

​
Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, go to your HighLevel Marketplace account and update the scopes as added on Cobalt. Select the OAuth App created for Cobalt > Click on Settings in side menu > Add the scopes as added in Cobalt under Scopes section > Click on Save.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

​
HighLevel Single Webhook URL

To get the User Events through Webhooks in High Level, the OAuth app needs to be submitted for review and published.
If you wish to create an orchestration where a workflow is being triggered when some operation occurs in High Level, you’d need to subscribe to High Level’s Webhook. Cobalt provides a single webhook URL to manage such event triggers for all your customers. To setup High Level webhook subscription:
  1. Select High Level from the application list in Cobalt, and select Settings.
  2. Copy the Single Webhook Url
  3. Go to My Apps > Choose your OAuth app > Settings > Webhooks.
  4. Subscribe to the events for which you want to configure the Webhooks.
    Webhook Events will be disabled in High Level app if the appropriate scopes are not added to the OAuth app.
  5. Scroll down, paste the Single Webhook Url inside the Webhook URL section and click on Save.
Setting up High Level Webhook URL
To learn more about how to listen to Webhook Events in HighLevel, refer here.

​
Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using High Level actions and triggers. Following are the set of High Level actions and triggers supported by Cobalt.