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?

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

Almost every automation platform offers this feature; it's really straightforward. Import/Export workflow JSON files. This makes backing up and transferring workflows super simple.

When manually adding a contact into a workflow we should be able to choose any step in that workflow. For example you may want to skip the first few emails and just drop them into the appropriate email for that account. Reduces clutter and enhances user experience by putting them exactly where they need to be in the flow.

It would be amazing to be able to create workflows at the agency level that could trigger from events or conditions at the location level, like sending a message when a location has not sent a review request in awhile, or when we are publishing a new workflow to an account but the account owner has not yet populated some required custom values. Alternatively, if we could identify which location is the agency location, and then build workflows in there that would be able to evaluate conditions pulled from other accounts. This would allow us to automate our customer service strategies, without constantly having to do it all in make.com or zapier.

We really need to be able to trigger a workflow off which invoice template was sent intead of only having any invoice sent or paid with tag trigger the workflow.

Even Split splits between Path A and B till goal condition is met, then send to the winner path Conditional Split send to path A until the goal condition is met, then send to path B.

[The Problem] When a contact calls in or messages us, the fastest way for our team to get context is to quickly scan that contact’s Conversation thread. However, a lot of important information currently lives outside the conversation (forms, custom fields, notes, appointment outcomes, etc.). Right now there is no way to automatically add an Internal Comment via automations/workflows. That means: • Team members must manually add internal comments after calls or appointments • Critical notes sometimes end up buried in other sections (custom fields, notes, opportunities, etc.) instead of right where the team is already looking: the Conversation • Speed and consistency suffer, especially in busy inbound call/message environments ⸻ [Requested Feature] Add a new Automation / Workflow action: “Add Internal Comment to Conversation” Basic behavior: • Select the contact’s Conversation • Post an Internal Comment (not visible to the contact) • Allow use of Custom Values / Form Fields / Appointment data / Custom Fields to merge into the comment text • Optionally allow choosing a “From” user (or default to the system/assigned user) ⸻ [My Main Use Case] (example): We run virtual consultations and use an Appointment Outcome Form to record key notes: concerns, goals, objections, recommendations, next steps, etc. Ideal flow: 1. Contact completes a virtual consultation 2. Staff fills out the Appointment Outcome Form 3. Automation triggers on form submission or appointment status change 4. Automation action creates an Internal Comment in that contact’s Conversation, pulling in the form data (e.g. “Consult Summary: [form answers…]”) Now, if that person calls or texts back later, our team can simply open the Conversation and instantly see the latest internal notes without hunting through other tabs or records. ⸻ [Other Powerful Use Cases for the Community]: • Logging important workflow decisions directly into the Conversation (e.g. “Lead moved from Nurture → Hot; requested pricing details.”) • Summarizing long form submissions or surveys into a short internal comment • Capturing key events from other systems via webhooks → workflows → internal comments • Creating quick “handoff” notes between team members when ownership changes ⸻ [Why This Matters] • Speed: Frontline staff can get up to speed in seconds by scanning the Conversation. • Consistency: Automations ensure that important notes are always added, not forgotten. • Clarity: Conversations become the single source of truth for all recent context, instead of scattered across multiple sections. • Team collaboration: Internal-only comments are perfect for coordination without cluttering external communication. ⸻ If you also rely on Internal Comments and want automations to be able to create them, please UP-VOTE this idea so GoHighLevel can prioritize it. Having “Add Internal Comment to Conversation” as a standard workflow action would be a simple but high-impact upgrade for anyone doing consultations, sales calls, or any workflow where fast context matters.

Description: Users and agencies need the ability to clear or reset fields via automation. Currently, when using “Update Contact Field” in a workflow, there's no native way to set a field to blank, empty, or null—especially for: Date fields Dropdowns (select fields) Multi-select tags Text fields This becomes a major limitation when trying to reset data during workflow loops, status changes, requalification, or re-enrollment. 🔹 Feature: Add “Clear Value” Option to Update Field Actions Proposed Additions: For Update Contact Field actions: Include a toggle or dropdown value: “Clear Field” / “Set to Blank.” Supported for all field types: text, select, date, checkbox, number, etc. Also support clearing fields conditionally, e.g., “If Field X is Y, then clear Field Z” ✅ Benefits: Enables smarter workflow logic (resets, reprocessing, suppression, etc.) Eliminates “hacks” like overwriting with space characters or dummy values Reduces clutter and improves data hygiene Essential for lead requalification, deal progression, or follow-up resets

For email conversations that are now on autopilot with AI it would be great to be able to respond in same thread via workflow. One possible way this could be accomplished is by making a unique email thread ID that can be accessed via workflows. For example, when putting a send email action in a workflow there could be an option to copy the unique email thread id. when setting up a send email action there could be 2 options. Start new thread Reply to existing thread. - when replying to existing thread it could allow you to use the value in a custom field or value.