New Custom Field Types Gain Snapshot & API Support

TL;DR

Snapshot and public API support is now available for several new custom field types. No immediate action is required unless you are building new snapshots or using the API with these field types.

Who this affects

GoHighLevel agency owners and SaaS entrepreneurs who utilize new custom field types in their client accounts will find this useful. This includes those who build snapshots for client onboarding or template distribution. It also affects developers and agencies leveraging the HighLevel public API to manage client data programmatically. HighLevel has not confirmed specific plan levels affected.

What changed

Snapshot support is now available for new custom field types. These fields include URL, Date & Time, Rich text, and Users field types. Additionally, image support within Radio and Checkbox fields is now included in snapshots. Public API support is also now available for these same new custom field types. This covers URL, Date & Time, Rich text, and Users fields, as well as image support in Radio and Checkbox fields. HighLevel has not confirmed any specific limits or plan gating for this feature. HighLevel has not confirmed the rollout status.

Where to find it

HighLevel has not published the specific navigation path yet. However, this functionality will become apparent when creating or updating custom fields within settings, then either generating a new snapshot or accessing the public API documentation for these field types. When creating a custom field of type URL, Date & Time, Rich text, or Users, these fields will now be included when a snapshot is generated. Similarly, image options within Radio and Checkbox fields will be included in snapshots. For API usage, the updated API endpoints will reflect this support when querying or updating contact or opportunity custom fields.

How agencies will use this

Agencies building sophisticated client account setups often rely on snapshots to quickly provision new sub-accounts. With this update, an agency can now create a custom field for a client's website URL (URL field type) or a specific project deadline (Date & Time field type) directly within a sub-account's custom fields. They can then populate these fields with rich text instructions (Rich text field type) or assign internal team members (Users field type) and even include branded imagery in a multi-choice question (Image support in Radio/Checkbox fields). Once configured, the entire setup, including these advanced custom fields and their data structures, can be saved as a snapshot. This snapshot can then be seamlessly pushed to new client sub-accounts, ensuring consistent data collection and agency-specific configurations are deployed instantly, reducing manual setup time and potential errors. Programmatically, an agency's development team could use the API to update a client's specific project_due_date (Date & Time custom field) for a contact record after a workflow milestone is met.

Our take

This is a major update. The ability to properly snapshot and manage custom fields via API streamlines agency operations significantly. Agencies that build their own custom fields for clients and then roll them out via snapshots will benefit from more comprehensive and accurate sub-account provisioning. For those integrating HighLevel with other systems, the API support for these field types means less workaround development and more robust data synchronization. It's a foundational improvement for scaling agencies.