Automations

Workflow Trigger for Manual Outbound Messages (User Sent Message)
Currently in workflows there is no native trigger or condition that detects when a manual outbound message is sent by a user in the Conversations inbox. It would be very useful to have a trigger such as: “User Sent Message” or “Manual Outbound Message Sent” This would allow workflows to react when a team member manually replies to a lead. Example use cases: 1. Stopping automations when a human replies If a team member starts a conversation with a lead, we want to automatically remove the contact from intro or follow-up workflows to prevent automated messages from continuing. 2. Lead response SLAs Businesses often want to ensure leads are replied to quickly. Example workflow: • Assign lead to staff member • Wait 10 minutes • If no outbound message was sent by the assigned user → reassign the lead to another staff member. 3. Tracking team response times Being able to detect manual replies would allow reporting and automation based on how quickly team members respond to customers. Current limitation: The only related trigger is “Customer Replied,” which detects inbound messages but does not allow workflows to detect when a user replies manually. Because of this, many workflows require manual tags or workarounds, which are unreliable in fast-paced lead handling environments. Requested feature: A native workflow trigger or condition such as: • User Sent Message • Manual Outbound Message Sent • Filter options like: • message channel (SMS, WhatsApp, Instagram, etc.) • user who sent the message • automation vs manual message This would greatly improve lead management automation and SLA enforcement. Business impact: Many businesses using GoHighLevel rely on fast response times to convert leads. Without a trigger for manual outbound messages, it is difficult to enforce response SLAs or automatically stop automations when a human takes over a conversation. Adding this trigger would allow teams to build reliable lead-handling systems, improve response times, and ultimately increase lead conversion rates.
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New Feature
Add Relative/Dynamic Date Support to Book Appointment Workflow Action (e.g., +7 days, +1 month from now/current date)
Current Limitation (The Big Pitfall): In workflows, the Book Appointment action is extremely powerful for automating scheduling... but it's currently restricted to static/fixed dates only (e.g., you can only hard-code something like "February 23, 2026 at 2:00 PM"). This creates a major roadblock for almost any real-world automation involving clients or leads: You can't automatically book a follow-up call "7 days from today" after a form submission or opportunity stage change. No way to schedule "next month’s check-in" relative to the contact's last interaction or a custom date field. Impossible to create truly dynamic nurture sequences, onboarding automations, or recurring client touchpoints without manual intervention or clunky workarounds (multiple if/else branches, custom code, Zapier bridges, etc.). Many agencies and users hit this wall when trying to scale client delivery — especially in coaching, consulting, service-based businesses, SaaS onboarding, or any recurring appointment model. Proposed Improvement (What We Need): Please add support for relative/dynamic date calculations in the Book Appointment action's date/time picker, similar to how Date/Time Formatter, Wait steps, and other actions already handle offsets. Ideal options in the date selector: Fixed/Static date (keep existing) Relative to current date/time — e.g., +X days/hours/weeks/months from "Now" (workflow execution time) Relative to a custom field/date value — e.g., +7 days from {{contact.custom_field_last_call_date}} or +30 days from {{ opportunity.date _created}} Relative to another event — e.g., +1 week after a previous appointment (if chaining multiple bookings) Bonus: Ability to combine with Date/Time Formatter output for advanced logic (add business days, skip weekends, etc.) This would unlock: Automated follow-up bookings ("Book your next session exactly 1 week later") Dynamic onboarding sequences Recurring client check-ins without manual calendar edits Much more powerful AI/Conversation/Workflow automations tied to calendars Hundreds (if not thousands) of agencies would benefit immediately — this feels like low-hanging fruit to make GHL's automation even more competitive with tools like Calendly + Zapier combos, but native and seamless. Use Case Examples: Lead submits form → Workflow books discovery call for "next Tuesday at earliest available slot after 48 hours" Opportunity moves to "Closed Won" → Auto-book "30-day check-in" relative to close date Client completes milestone (tagged) → Schedule review call "+10 business days" from tag date If this already exists in some hidden way (or via Set Event Start Date + other actions), please link docs — but from extensive testing and meeting with support, it seems unavailable for direct booking. Upvote if you’ve run into this limitation or want more flexible, hands-off client scheduling automations! Thanks for considering — this would be a game-changer for scaling service delivery.
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New Feature
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