Custom Tool: Update Contact Information in GoHighLevel

Background and Purpose:

This SOP provides a step by guide to creating a custom tool in an AI Assistant that can update contact information into HighLevel/Morphic

Note: Since the update of Version 2.1, a custom tool like this would not be needed since there is a pre-built tool with the same functionality. However, we felt it would still be helpful to have this documentation so that users can learn how to build the tool themselves. 

Morphic AI - Update Details Custom Tool

A tool to update contact information in HighLevel / Morphic:

Morphic AI - Update Details Custom Workaround

Inbound webhook trigger:

 

Morphic - Inbound webhook trigger

 

Find contact by contact ID:


Morphic - Find Contact by ID

Update contact fields by args information: 

 

Morphic - Update contact fields by args info