Automations

Can we make it so we can automatically add a pdf version of a form/survey that is submitted to an email/sms workflow?

Expectation: when an appointment is booked, {{appointment.start_time}} (and other similar time-related fields) for use in workflows includes the time zone so it is clear to the client when their appointment is when they receive confirmation emails and reminder/emails and texts generated through workflows, regardless of where they happen to be physically (in the time zone where they booked the appointment, in a different time zone than where they booked the appointment (i.e., the time zone of the business), etc.). Problem: Because GHL autodetects time zone of the client when they are booking an appointment, it is causing confusion. This autodetection is using the assumption that the client will attend the appointment in the time zone in which they booked the appointment. It is not taking into account appointments that are for the physical location of the business that were booked in a different time zone. This issue has already caused problems/confusion with appointments several times. Example: Client booked an appointment with the business (which is on Central time) while they were in the Mountain time zone. They then returned to the Central time zone when the appointment was to occur, but all of the reminders that were being sent from the workflow were for Mountain time without specifying the time zone. The client appointment was supposed to be at 2:45 pm Central, but everything they were being sent said that it was 1:45 pm Central, which thus lead to confusion. If this is not fixed: this problem causes loss of revenue, confusion, and business reputation problems. This is unacceptable. Also, I realize that there are a couple of other tickets that touch on this, but the acceptance criteria is less direct.

The ability to create a invoice from a workflow trigger using products created in GHL product tab. Would also need the ability "select products" in a form with out having to collect payment information.

Currently, contacts can only progress through workflows step by step or via conditional logic (If/Else, Goals, or re-enrollment). However, there is no way to manually move a contact to a specific step inside an active workflow. This creates limitations in real-life scenarios where a contact needs to be “fast-tracked” or redirected within the same workflow. Proposed solution: Add an option to “Move Contact to Step” within the workflow view or directly from the contact’s profile. This would allow admins or agents to place a contact exactly at the right point in the workflow without workarounds like tags, custom fields, or duplicating automations. Benefits: Simplifies workflow management. Saves time and avoids messy workarounds. Gives users more flexibility to handle exceptions or manual adjustments.

When building a workflow, it can happen quickly to copy something and then realize it wasn't the correct move. Please add the ability to undo / redo actions within the workflow builder. Thanks

Problem: People get dozens of emails every day. When engaging with customers, it is easy for them to lose track of what they have been sent, and what the previous contact with you was about. Especially when doing things such as cold outreach, if you send a customer 3 emails over 3 weeks, chances are they will have completely forgotten about the first email by the time the second email arrives. Solution: Email threading depends on how the email headers are set. Every email has a unique ID assigned to it. When a new email is sent, if the system includes a reference back to the ID of the earlier email, mail clients like Gmail and Outlook treat it as part of the same conversation thread. Right now, GoHighLevel sends every automation email as a brand-new message with no link back to the previous one. That means each follow-up starts a separate thread, which quickly clutters a prospect’s inbox and loses the context of earlier emails. Other outreach platforms, such as Lemlist, solve this by carrying the ID of the first email into all follow-ups. This makes the second and third emails appear as natural replies in the same conversation. When the recipient opens their inbox, they see one single thread with the entire conversation stacked together. The outcome: A single conversation thread that contains the first email and all follow-ups. Easy to scroll back and see what the first message said. The exchange feels like an ongoing conversation rather than multiple disconnected cold emails. Why this matters: Prospects are far less likely to lose track of the earlier context. It improves open rates and reply rates, because the email doesn’t feel like another fresh cold outreach. It matches how competing tools already operate, which prevents users from needing external platforms just for this one feature. Implementation idea: Provide an option in automation email steps to either: Send the follow-up as a new thread (current behaviour), or Send the follow-up as a reply to a previous step (by linking back to the earlier email ID). This would give agencies more control and help GoHighLevel deliver a better outreach experience.

We need the ability to use automation to stop a recurring invoice. Right now we can send recurring invoice with automation, but cannot stop one. I use forms to trigger automations. It is much MUCH easier for end users. One such form is add an end of service date as a custom field for a contact. When that date is updated (via the form) or that day arrives, I should be able to trigger an action to stop recurring invoice. Preferred Scenario: Client: I'm closing my business so I won't need your services anymore. Me: Sorry to hear that. I'll cancel your recurring invoice. Actions: Click form from menu. Select End of Service date. Click submit. Done (Automation does the rest). Current Scenario Client: I'm closing my business so I won't need your services anymore. Me: Sorry to hear that. I'll cancel your recurring invoice. Actions: Click Payment. Click Invoices and Estimates. Click Recurring Invoice. Find client invoice line. Click three dots. Click End.

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!

We should have the option to bulk delete workflows vs having to do it 1 x 1. I don't know how but I have over 16 pages of duplicated workflows and having to delete them one at a time is taking forever. Its extremely frustrating we can't just bulk select the workflows we want to delete and do it all at one time.