Automations

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.

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…

Need ability to send AI agent transcriptions and notes via workflows. Currently the automated transcript goes to all admins in subaccount if checked, and we have the option to email other users or a custom email but it would be very helpful to also send the transcript via SMS to select numbers even if not users in the system. Many of our accounts don't necessarily actively use GHL or LC as they book externally, but need to be made aware of the call that took place with the AI and follow up.

I understand that Documents/Contracts is relatively new to GHL but here are some ideas on what automations can/should be created the ability to resend a documents that have not been accepted/completed the ability to void documents/contracts after set amount of time after not being accepted/completed. the ability to automatically upload documents to an opportunity the ability to differentiate between documents based keywords, custom fields, titles, dates sent/signed/accepted, etc. the ability to differentiate and automate the sending documents to other contacts connected to the opportunity.

Add the ability to trigger a workflow from a client or salesperson reschedule.

I am trying to take screenshots of my workflows for backup purposes, and I'd love to see the ability to move the ACTIONS in the workflow freely around the workspace. It's limited to only linear (down) unless I do a If/Then. I would love to be able to have the 20 actions fit in a full screen. It sucks having to keep scrolling down to see the entire workflow.

It'd be great to include nested objects within the CustomData fields in webhooks! eg. { "name": "Michael Walker", "email": " cool.mail@gmail.com ", "clothes": { "shirt": "Long Sleeve", "pants": "Black Jeans", "watch": "Apple Watch" } }