Automations

Hi GHL Team, We are trying to set a condition to send followups if they have a failed, cancelled or incomplete payment and send them to appropriate checkout directly. The problem is, If/Else only fetch the main product and not the individual pricing under a particular product we've setup. Here's a quick video https://somup.com/cO1hn6VVsNv This would help a ton to only send specific email to users with the specific checkout page if a particular pricing has incomplete or failed status. Thank you -- Clint

Now it's possible to associate a Company with an Opportunity. But we cannot do that via actions in a workflow or via an API call. There's no direct access to the opportunity associated to a company, or to the company associated to the opportunity, when we are executing Opportunity-based or Company-based workflows. Use cases: A new opportunity is created -> search for the company the contact is associated with, and associate the company to the opportunity as well. An opportunity workflow is being executed -> update a standard field or custom field in the associated Opportunity object An opportunity workflow is being executed -> Remove or Update the association with a Company object An opportunity workflow is being executed -> Add the associated Company object to a Company-based workflow The same goes via API calls.

Dear Product Team, I hope this message finds you well. I am writing on behalf of Parla Clinic to formally request a new workflow action that would significantly improve our internal team collaboration and lead management process. Feature Requested: A native "Add Internal Comment" action in the Workflow Builder that automatically posts an internal comment to a contact's conversation thread when a specific trigger fires — particularly when a Note is added to a contact or lead card. Use Case: Our team regularly adds notes to lead cards in the pipeline. Currently, those notes are only visible in the contact record and are not reflected in the conversation thread. We would like any note added to a contact to automatically appear as an internal comment in the corresponding conversation — keeping all context in one place for the team handling that lead. Why This Matters: ✅ Eliminates the need for double-entry (adding both a note and a manual internal comment) ✅ Keeps the full conversation thread contextually rich for all team members ✅ Reduces missed context during lead handoffs ✅ Improves speed and quality of internal collaboration Proposed Workflow Setup: Trigger: Note Added (on Contact) Action: Add Internal Comment → post note content to the active conversation thread using a dynamic custom value (e.g., {{contact.last_note}}) This would mirror the existing "Add Note" action but target the conversation's internal comment thread instead of the contact record. We believe this feature would benefit many businesses managing active pipelines and multi-team communication. We would love to see this prioritized in an upcoming release. Thank you for considering this request. We look forward to your response. Warm regards,

Currently, there's no "Internal Comment Added" trigger or "Add Internal Comment" action available in workflows. It will be very useful to have two essential workflow components: (1) a trigger that fires when internal comments are added to conversations (2) an action to automatically add internal comments This would enable businesses to automate comment-based workflows, improve team notifications, sync data with external CRMs via webhooks, create escalation procedures based on comment content, and eliminate manual processes that currently limit workflow automation capabilities.

I would love to see a better way to view, audit, and manage workflows inside GHL without having to open each automation one by one. Right now, if you have a lot of workflows, it is very hard to quickly understand what is happening across the account. It would be incredibly helpful to have a dashboard view where we can see: * all workflows in one place * which workflows are live vs. inactive * the trigger for each workflow * the actions/steps inside each workflow * which workflows contain certain steps, tags, emails, conditions, or actions * when each workflow was last updated * whether a workflow is connected to a form, funnel, calendar, campaign, or product Ideally, we could filter workflows by status, trigger type, action type, tag, email, form, funnel, or other workflow components. This would make it so much easier to audit accounts, clean up old automations, troubleshoot issues, and understand the customer journey without clicking into every single workflow manually. I would also love for the Claude/Codex MCP connection to be able to see all workflow automations and the steps inside them. If MCP could view workflow structure, AI could help us: * optimize our systems * troubleshoot broken automations * identify duplicate or outdated workflows * find missing steps * document what each workflow does * spot risky automations before they cause problems * simplify complicated customer journeys Right now, we are manually updating a Google Sheet with each workflow, the trigger, and every step inside the automation. On a platform as powerful and high-tech as GHL, this feels like something we should not have to do manually. If a full workflow dashboard or MCP workflow visibility is not possible yet, could we at least get a workflow export feature? A simple CSV export showing all workflows, whether each one is live or inactive, the trigger, and the actions inside each automation would be incredibly valuable. This would save users so much time, make accounts easier to manage, and help teams use GHL more strategically. Please consider adding this. It would be a huge quality-of-life improvement for anyone managing complex GHL accounts.

Currently, there's no "Internal Comment Added" trigger or "Add Internal Comment" action available in workflows. Notes are not intuitive because the user has to open a tab to see them, internal comments are superior because they are visible and highlighted yellow right when you open the contact. My team uses the internal comments as notes. It will be very useful to have two essential workflow components: (1) a trigger that fires when internal comments are added to conversations (2) an action to automatically add internal comments This would enable businesses to automate notifications in the timeline activity thread for their sales reps. Add comment-based workflows, improve team notifications, sync data with external CRMs via webhooks, create escalation procedures based on comment content, and eliminate manual processes that currently limit workflow automation capabilities.

Please add the ability to create a Custom Webhook Premium Action in HighLevel Automations by pasting in a cURL command. The goal is simple: let users paste a full cURL request, and have HighLevel automatically parse and structure the webhook action for them. This should automatically map: URL HTTP method Headers Authorization Query parameters Request body / payload Why this matters: Many of us now use AI to generate cURL requests for API calls. Instead of manually rebuilding those requests field by field inside HighLevel, we should be able to paste the cURL directly into the Custom Webhook action and let HighLevel structure it automatically. Desired workflow: Add a button inside Custom Webhook Premium Action called “Import from cURL” User pastes a cURL command HighLevel parses the request The webhook action is automatically populated with the correct fields User reviews, edits if needed, and saves Benefits: Faster setup for webhook-based automations Fewer manual configuration errors Better support for AI-assisted workflow building Easier API integrations for both technical and non-technical users More value from the existing Custom Webhook Premium Action Use case: We want to be able to ask AI to write the cURL, paste it into HighLevel, and have HighLevel automatically build the custom webhook action correctly inside the automation. This would make HighLevel much more powerful for advanced integrations and significantly reduce setup friction.

It would be nice to have a workflow trigger based on when a property is filled in/"known". For example, if I upload a signed contract to a contact page, a workflow could automatically create tasks for the contact owner

Unfortunately - for whatever reason - there is no workflow trigger “Contact changed” standard fields first name, last name, company - these are missing!!! This is absolutely incomprehensible and is urgently needed.

Currently, converting a client's booking time to an internal team's timezone (e.g., EST to Nepal Time) requires complex JavaScript. Standard Date/Time formatters often fail or produce "Parsing Errors" when handling regional suffixes like "th" or "st," making internal Slack notifications unreliable for global teams. Proposed Solution: Add a native "Timezone Converter" action in Workflows. It should allow users to: Select a source Date/Time variable. Select a target Timezone (e.g., Asia/Kathmandu). Output a clean custom value for use in notifications. Why it matters: Global agencies shouldn't have to write code just to tell their team what time a meeting starts in their local time. This would make GHL much more "user-friendly" for international operations.