S
Sunny Skye
Need a built-in safe mode / automation bypass option for bulk contact updates and imports.
When applying bulk actions like updating custom fields or adding/removing tags from the Contacts page, agencies sometimes need to clean data, migrate contacts, or repair mistakes without launching every workflow that listens for Contact Tag, Contact Changed, or custom field updates.
Today the workaround is to audit and temporarily disable relevant workflows first. That is risky and error-prone at scale because one missed workflow can send emails/SMS, cancel appointments, move pipeline stages, or re-enroll contacts.
Request:
  • Add a checkbox/toggle on bulk actions, imports, and bulk update APIs: “Do not trigger automations/workflows for this update.”
  • Scope it to the selected operation only, not a global workflow shutdown.
  • Add an audit log marker showing the update was performed with automation suppression.
  • Permission-gate it to admins/owners if needed.
This is separate from adding more bulk actions. The core request is a safe way to update contact fields/tags in bulk without firing automation triggers for that specific maintenance operation.