Client and Membership Sync

Middle's Antaris integration with HighLevel keeps contacts up to date with client and membership data synced from Antaris.

Client Contact Sync

Workflows

There are two workflows:

1. Client: Runs from an Antaris Client record and creates or updates the matching HighLevel contact.

2. Membership: Runs from an Antaris Membership record and creates or updates the matching HighLevel contact using the membership’s related client.

Why two workflows?

Use the Client workflow to keep basic contact information synced.

Use the Membership workflow to keep membership-specific values synced, such as status, expiry date, cancellation date, and freeze dates.

Together, these workflows keep HighLevel contacts aligned with the latest Antaris client and membership data without relying on manual imports.

Identity resolution

The action requires either an email or phone number. HighLevel treats email and phone as unique identifiers, so passing an existing contact’s email or phone updates that contact instead of creating a duplicate.

Duplicate risk

If a client has multiple emails or inconsistent phone formats, duplicates can be created.

Multiple memberships

Multiple memberships tied to the same client will still resolve to a single contact because identity is based on the client’s email/phone

Data mapping

Fields

HighLevel Field	Custom?	Antaris Field	Dropdown options	Type	Antaris Source
Email		email		Email	Client
Phone		home_phone (falls back on cell_phone if home_phone does not exist)		Phone	Client
First name		first_name		Text	Client
Last Name		last_name		Text	Client
Address		street		Text	Client
City		city_id		Text	Client
State		state_id		Text	Client
Postal code		zipcode		Text	Client
contact.antaris_client_id		client_id		Text	Client
contact.date_joined		date_joined		Date	Client
contact.membership_status		status	Active Expired Frozen NSF Pending	Dropdown	Membership
contact.membership_expiry_date		current_expiry_date		Date	Membership
contact.membership_cancelled_date		cancelled_date		Date	Membership
contact.membership_freeze_start		freeze_start		Date	Membership
contact.membership_freeze_end		freeze_end		Date	Membership
contact.membership_type		name		Text	Membership Type
contact.home_location		loc_id		Text	Membership
contact.gender		gender	M F O	Dropdown	Client

Custom fields: for the integration to work, you'll need to create custom fields on the HighLevel contact object. The unique key will need to match the value in the in HighLevel field column in the table above.

How to Create and Use Custom Fields within HighLevelHighLevel Support Portal

Tags

The Membership workflow also adds a HighLevel tag based on the Antaris membership status:

Antaris membership status	HighLevel tag
Active	active member
Expired	expired member