Automations

Custom Objects in Workflows We do not have custom objects if we need to add them as trigger or an action in the workflow list, kindly add them to triggers as well as actions so we can create automations and actions based on the custom objects in CRM

Guys, I know I'm not the only one struggling with slow loading times on a lot of GHL. We replaced the 9 dots of death with the ring of stress.. We all absolutely LOVE all the new features coming out, but can we pause for a sec and just update the servers or whatever needs to be done in order to make the GHL experience even better for our clients? I'm an affiliate for GHL as well, so when I make videos promoting GHL and my load times are 30-60 seconds, it can be difficult to be confident in this for new users. So please, let's just take a second to improve overall speed and performance of GHL! Me love you long time!

Create the ability for triggers to fire at multiple durations, ex. 25%, 50%, 75% and 100% watched, AS the video is watched, not just when the window is closed. Additionally the current operators less than or equal to, greater than or equal to do not allow you to create "bands" of percentage viewed. For example, if you wanted to tag everyone who watched between 0-25% as well as 26%-50% it is not possible with the current operators. The current limitations are far too restrictive to create necessary automations.

We would love to have the ability to trigger an automation when someone comments on a Facebook Reel or Instagram Reel. Same functionality as a post, but on a reel. Many Chat offers this, so it would be great to have this as a feature here too!

Add Find Opportunity as an additional Workflow Action same as Find Contact this action is also essential for cases like if you would like to automate a process of determining in which Pipeline and or Pipeline Stage is the Opportunity sitting at.

Email coming into HighLevel from an external software, how does the CRM know which Contact record to update? Usually the Contact in a Workflow is determined by the sending email address. But in this case it would be the system email address (AP@no-reply<dot>system<dot>biz, or, sys@no-reply<dot>system<dot>biz). What I want the Workflow to do is read the email (parse the data to find the relevant Contact in the database then perform all subsequent actions on that Contact instead of the initial (system) Contact. Alternatively, initiate another Workflow with the input info from the system email but acting on the human instead of system Contact record. Use Case 1: email coming from the external system has Contact ID, Opportunity Name, and Contact email along with other relevant data and a link to a password protected data repository. Needs to update the Contact record and Opportunity card and send an email to the Contact with the link. Use Case 2: email coming from the external system is to the Contact email and cc to the HighLevel account. Needs to update the Contact record with a copy of the attached pdf in Documents.

Add cc and bcc fields to the email action inside workflows

Currently, we can choose Email, App notification or SMS. Could you please add Whatsapp for internal notifications?

Currently, we can only filter contacts by their Tags if they enter a Workflow using the Contact Created/Updated Triggers and it can only filter contacts that have a tag. It would be nice, in case we're trying to filter contacts who are tagged "lead/prospect" and not "client" to be able to filter those contacts out using the Filters section on any Trigger. If it's too difficult to get it to work on all triggers, it would at least be nice to have "Does Not Have Tag" added to Contact Create/Updated and both "Has Tag" and "Does Not Have Tag" added to the Tag Added trigger.

Thank you for giving us the fields for Additional Contacts and Followers of Opportunities. However, we use HighLevel because it does things, not as a data repository. The ability to take action on the data is as important as having access to the data. Therefore, please prioritize adding Workflow actions &/o filters that would allow sending emails and text to Additional Contacts and Followers with these options (maybe more): a. Primary Contact only (current behavior). b. Primary plus Additional Contacts. c. Primary Contact plus Additional Contacts and Followers. d. only Followers. e. Owner. f. Primary Contact and Owner. g. Primary plus Additional Contacts and Owner. h. Primary plus Additional Contacts and Owner with Followers. i. only Owner and Followers. I imagine Workflow triggers will still be cued off only the primary contact or opportunity. And I imagine that only the Opportunity or the Primary Contact could be in the Workflow. And some messages would only need to be seen by the primary contact. But we would also want the ability to communicate with the additional people involved in the process. https://www.facebook.com/groups/gohighlevel/posts/2254471355012387/ Regarding Point 4 & 5: Is there a planned release for Workflow options to notify only the Primary Contact (current behavior) or Primary plus Additional Contacts or Primary Contact plus Additional Contacts and Followers or only Followers? This is not a new feature. This is the obvious operational use of having Additional Contacts and Followers. Without the ability to take action, the fields are mere data, manually typed…