Project update: a safer way

Project update: a safer way to move cards to "Paid" in a CRM

For a financial advisory firm, I built a feature in GoHighLevel that makes paying referral partners faster and harder to get wrong.

What it does: when a card is dragged to Paid, the system finds every other card due for the same partner and shows a checklist. The assistant ticks the cards to pay together and confirms once. With a single card, it asks a simple confirmation instead.

How I made it reliable: a small backend on Vercel re-checks every card before moving it (same partner, still due, only into Paid). A failed card is named in a message while the others still move. If the list can't be loaded, the plain question is asked, so nothing moves silently.

What I did: designed the flow, wrote the browser script and the backend, and tested the cases that go wrong, not only the happy path.

Tools: GoHighLevel, JavaScript, Node.js, Vercel, GitHub.: