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Automations

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Copy WorkFlow Steps Between WorkFlows
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.
39
·

planned

Trigger for Reschedule
Add the ability to trigger a workflow from a client or salesperson reschedule.
15
·

planned

Add "Has Tag" / "Does Not Have Tag" Filters to All Triggers
Currently, we can only filter contacts by their Tags if they enter a Workflow using the Contact Created/Updated Triggers and it can only filter contacts that have a tag. It would be nice, in case we're trying to filter contacts who are tagged "lead/prospect" and not "client" to be able to filter those contacts out using the Filters section on any Trigger. If it's too difficult to get it to work on all triggers, it would at least be nice to have "Does Not Have Tag" added to Contact Create/Updated and both "Has Tag" and "Does Not Have Tag" added to the Tag Added trigger.
7
·

planned

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