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

We would love to have the ability to trigger an automation when someone comments on a Facebook Reel or Instagram Reel. Same functionality as a post, but on a reel. Many Chat offers this, so it would be great to have this as a feature here too!

Add Find Opportunity as an additional Workflow Action same as Find Contact this action is also essential for cases like if you would like to automate a process of determining in which Pipeline and or Pipeline Stage is the Opportunity sitting at.

Email coming into HighLevel from an external software, how does the CRM know which Contact record to update? Usually the Contact in a Workflow is determined by the sending email address. But in this case it would be the system email address (AP@no-reply<dot>system<dot>biz, or, sys@no-reply<dot>system<dot>biz). What I want the Workflow to do is read the email (parse the data to find the relevant Contact in the database then perform all subsequent actions on that Contact instead of the initial (system) Contact. Alternatively, initiate another Workflow with the input info from the system email but acting on the human instead of system Contact record. Use Case 1: email coming from the external system has Contact ID, Opportunity Name, and Contact email along with other relevant data and a link to a password protected data repository. Needs to update the Contact record and Opportunity card and send an email to the Contact with the link. Use Case 2: email coming from the external system is to the Contact email and cc to the HighLevel account. Needs to update the Contact record with a copy of the attached pdf in Documents.

Add cc and bcc fields to the email action inside workflows

If a QR Code is scanned, it can trigger an automation!

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.

We need a trigger for when a user replies so it can help stop automations.

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"

The ability to organize tasks into sub categories for further customization into data tracking/ pulse checking and optimum organization efforts for day to day operations!