Manage Integrations

Summary

The Integrations page lets you connect third-party services to Torqueflow. Currently, GoHighLevel (GHL) is the available integration, enabling invoice syncing and payment collection. Future integrations (Xero, QuickBooks, additional payment providers) are on the roadmap.

Prerequisites

• You are signed in as an Owner.
• You have the settings.integrations.manage capability.
• For GoHighLevel: you need an active GHL account with a location configured.

Permissions

• Owner: Full access to connect, configure, test, and disconnect integrations.
• Other roles: No access. Redirected to Settings.

Steps

View the integrations page

1. Select Settings from the sidebar.
2. Select Integrations. The page heading reads “Integrations” with the subtitle “Connect third-party services to extend Torqueflow”.
3. The page shows integration cards in a grid. The GoHighLevel card appears on the left. A placeholder card on the right reads “More integrations coming” with the description “Xero, QuickBooks, and more payment providers are on the roadmap.”

Connect GoHighLevel

1. On the GoHighLevel card, the status badge shows “Not Connected”.
2. A description reads: “Connect your GoHighLevel account to sync invoices and collect payments through GHL’s payment links.”
3. A features list shows what you get: push invoices to GHL with one click, send payment links via email or SMS, automatic payment recording when customers pay, customer contact sync.
4. Select Connect GoHighLevel.
5. You are redirected to GoHighLevel’s OAuth authorisation page. Sign in and approve the connection.
6. After approval, you are redirected back to Torqueflow. A success message confirms the connection.

View connection details

Once connected, the GoHighLevel card shows:

• Status badge: “Connected”.
• Location ID: your GHL location identifier.
• Connected: the date and time the connection was established.
• Invoices Synced: the total number of invoices pushed to GHL.
• Last Sync: the date and time of the most recent sync.

Configure auto-push

1. In the Auto-push Invoices section of the connected card, toggle the switch on or off.
2. When enabled, new invoices are automatically synced to GoHighLevel.
3. When disabled, you must manually push invoices.
4. A toast confirms the change (e.g. “Auto-push enabled”).

Test the connection

1. Select Test Connection.
2. The button shows a spinner while testing.
3. On success, a green tick icon appears and a toast reads “Connection is working”.
4. On failure, a red cross icon appears and a toast reads “Connection test failed - please reconnect”.

Disconnect GoHighLevel

1. Select Disconnect.
2. A confirmation dialog appears: “Disconnect GoHighLevel? Invoice syncing will stop and new payments will not be recorded automatically. Existing GHL invoice IDs will be preserved for audit purposes.”
3. Select Disconnect to confirm, or Cancel to go back.
4. The card reverts to the “Not Connected” state.

Expected Outcome

• GoHighLevel connects via OAuth and the status shows “Connected”.
• Invoices sync to GHL (automatically if auto-push is on, or manually).
• The connection test confirms the link is working.
• Disconnecting stops syncing but preserves existing GHL invoice references.

Troubleshooting

Problem	Cause	Fix
OAuth redirect fails	Browser blocked the redirect, or GHL account issue	Check your browser allows pop-ups. Verify your GHL account is active and the location is configured
”Error loading integration status” alert	Server error fetching connection details	Refresh the page. If it persists, check your network connection or contact support
Test Connection shows red cross	GHL token has expired or been revoked	Disconnect and reconnect to refresh the OAuth token
Auto-push toggle does not save	Network error or session expired	Refresh the page and try again. Check you are still signed in
”You do not have permission to manage integrations”	Your role lacks settings.integrations.manage	Contact the Owner to check your role permissions
Invoices Synced shows 0 after connecting	No invoices have been pushed yet	Create and finalise an invoice, then push it to GHL (or enable auto-push)

Notes

• GoHighLevel OAuth tokens are refreshed automatically. If a token expires and cannot be refreshed, the connection test will fail and you will need to reconnect.
• Disconnecting preserves existing GHL invoice IDs on your Torqueflow invoices for audit trail purposes.
• The integrations page will expand as new third-party connections become available.