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

Add the functionality to select a specific phone number for sending SMS within workflows, bypassing the default number. This feature would allow more flexibility for businesses managing multiple numbers, ensuring that messages are sent from the most appropriate line for the intended recipient or campaign.

Trigger workflows off of incoming emails

Add cc and bcc fields to the email action inside workflows

Problem: In the real estate sector, it’s common for multiple brokers to work together on the same transaction. However, synchronizing the property price and the commission percentages for each broker can become complex. Proposal: Let’s develop an automation system for calculations that integrates mathematical formulas directly into data fields, including dropdown menus and text fields. Here’s how it would work: Automatic Calculation of Amounts: Once the property price and commission percentage are defined, a mathematical formula will automatically calculate the commission for each broker. The system will analyze values entered into the text fields and dropdown menus. Error Handling: If a field contains a non-numeric value, the system will return an error to ensure that only valid numbers are considered in the calculation. Simplified Display: The calculation results—i.e., the commission amounts for each broker—will automatically populate the appropriate fields, visible on the dashboard for real-time tracking. Concrete Example: Let’s say a property is listed for €500,000, and two brokers are involved in the transaction. The first broker has a 3% commission, and the second broker has a 2% commission. Once these values are entered, the integrated formula automatically calculates the commission amounts for each broker and displays them in the dedicated fields. The result: simplified management, with no errors. Why is this great? ✅ Time-saving: Calculations are automated, so there’s no need to do them manually. ✅ Guaranteed accuracy: Data entry errors are prevented with automatic checks. ✅ Optimized collaboration: Each broker can see the results in real-time, making transaction management easier.

Currently, the only way to add Notes to an Opportunity is manually. Our agency needs to be able to do this automatically. In our case we are using a form to update an Opportunity and we need to be able to add a Note with the update.

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.

In Make and Zapier, you can copy steps from one workflow to another and this would be amazing to have HighLevel as well. Zapier is good to grey out the missing stuff that needs to be reconfigured etc. That would also be good to think through.

Add a step or filter in the automation such that if a contact is created manually by a specific user, it is automatically assigned to the creator instead of requiring manual assignment.

Currently we can create new custom fields in the "opportunity object " vs just standard fields (contact object). However, when creating a new custom fields in opportunity object they are not showing in WF/Actions The idea is to make them as available for automation [Triggers and/or Actions] similar to the standard fields so we're able to build WF around - Example: Opportunity Custom Field = "DATE PICKER"= Build WF for upcoming reminder just like we would have done it un Standard Fields. I know the same can be done in "Contact/Standard" but the functionality of it is more powerful when used in the Opportunity Window (object) especial when tracking "Future Closing/Sale Date" for that particular "opportunity"