Automations

The contact replied trigger states that it fires when a message is received from a contact. It doesn't fire when receiving a cold inbound email. Perhaps this is because they client isn't technically 'replying' to an email we sent them. Nonetheless, seems like a simple fix

If tracking nested or multilevel comments trigger is on, then prevent trigger if the reply is from the myself/self Instagram/Facebook account. It creates a circular never ending loop and we end up with 1000s of replies.

Right now, you can only use an If/Then statement for a contact being in a pipeline or pipeline stage if an opportunity trigger is used when the contact enters the workflow. The workflow system basically does not pull opportunity data into the workflow unless an opportunity trigger is used. This is an unnecessary system limitation and prevents a lot of useful workflows. It makes it so we can’t do even simple things like “tag applied to contact > if contact is in X pipeline > then send contact an email/text” etc. Please change how workflows work in this manner and cause opportunity data to be pulled into every workflow all the time so we can do actions like this.

When an appointment is rescheduled using its reschedule link, the "Customer Booked Appointment" trigger is triggered. Rescheduling using the link doesn't register the action as a reschedule. This wasn't the case 2 weeks ago.

Even when a contact is removed from a workflow whilst in a booking bot or conversational ai action, despite saying the contact is no longer in the workflow the ai will still be engaged, this needs to be fixed asap!

We are unable to use data from text box lists in automations. Additionally, we cannot interact with and edit specific boxes in the list. I've attached 3 screenshots. In the first, I have tried to use automation to put custom values into specific text boxes, I have left all the others blank because I do not want to change them In the 2nd is the output of this. All the fields that I leave blank come out blank, where I just wanted to leave them with their previous values. Also, notice that referencing custom values does not work when filling text box lists. In the 3rd screenshot, I'm pointing out that the text box lists (in this case, "stone types") do not show up in menus, meaning we cannot use the data in automations. Please add text box lists to the automation menus and give us a way to edit specific values in the lists without erasing the rest. Thanks!

For this feature https://ideas.gohighlevel.com/changelog/subscription-and-refund-trigger-live-in-automations there is a missing subscription status and a mis-labeled status. What is called "cancelled" is actually the "expired" date. And there seems to be no actual cancel date. Let me explain...if I'm a client on a monthly SaaS subscription and my monthly renewal date is the 15th, and say I "cancel" my subscription on the 1st, there is no way for that event to be a trigger for any workflow (we want to know so we can immediately go to work to try to save that account). If I go into the Billing Section, I will see a note "scheduled for cancellation". I can click on "modify your subscription" and then will see the screen below with my options and the actual date when my account "will be cancelled on ______________". In reality, the cancellation has already happened. What GHL is calling cancellation is the "expiration". Since the account is actually in an "active" status between the cancellation date and the expiration date (in my example, 15 days), no notifications go out and this is precious lost time and opportunity to try to re-engage the client and change his mind. If, "expired" means something else (for example does it mean the end of a trial period?), then perhaps that need clarification to agencies. If you want to keep "cancelled" as the status/label for the actual date the account is frozen (client locked out until they pay again), then we DO need an additional status to represent that actual date the client requests the cancellation...maybe "Cancel Order" etc. We know there is a data point for the date the account will be frozen/expired. We also need access to this date via a dynamic field so we can time emails, etc. off of that critical end date.

When creating notes GHL no longer allows the ability to have spaces / lines between notes so all the notes now block into one large paragraph. You used to be able to have different paragraphs as notes so it would be great to bring this back

Lead fills in a form. There is a custom form field where they upload several different photos. They submit the form. Workflow automatically sends internal notification email with all of the lead's custom fields pulling into the email. When you do this, the custom form field pulls in one URL for that photo upload field. ("storage.googleapis.....") But that URL only has ONE of the photos. The rest of the photos that the lead attached do not pull through.