Automations

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.

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

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"

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.

I would like to have the ability to add an internal comment to a contact via automation.

I am writing to you as a GoHighLevel user to request a function that currently does not exist in the Workflow Builder and that is causing real automation problems in my account. The problem: When a member of my team responds manually to a customer via WhatsApp (for example, from the phone connected to the account itself), the system has no way of detecting it within a Workflow. This causes our automations (based on the “Customer Replied” trigger) to continue to trigger and interrupt ongoing human conversations, creating a poor customer experience. What I've observed: On the Conversations screen, GHL DOES visually distinguish whether a message was generated by Conversation AI or written by a human user (with a different icon). However, that data is not available as a trigger or as a filter within the Workflow Builder. The function I'm requesting: A native trigger such as “Manual Message Sent” or “User Sent Message”, which allows: Detect when an outgoing message was manually written by a user (not by AI or a workflow). Filter by channel (WhatsApp, SMS, Instagram, etc.). Use it to, for example, automatically add a tag or remove the contact from an ongoing workflow when a human takes control of the conversation. I have seen that this same request already exists in the GoHighLevel ideas panel (for example “Workflow Trigger for Manual Outbound Messages” and “Add trigger when user sends a WhatsApp message”), with several agencies asking for the same thing. I would like to add my vote and my specific use case to that request, and ask if there is an estimated date or if it is on the roadmap.

It would be helpful to have the ability to set automation wait steps based on the contact's local time zone, rather than account's time zone

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.

Create a "If / Else Condition" for manual call outcomes. For example, if I had a manual call in a workflow, I then call and the lead didn't answer, and I then call another lead and they did answer, I would like them to be treated differently. I should have the ability to change workflow outcomes based on the manual call.