You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Open the Triggers/Actions sidebar, select what you need, and drop it exactly where it belongs - at the end of a branch or between existing steps. The steps will connect instantly.

From the sidebar, drag a trigger or action onto the canvas. Drop it on the last node to extend a branch, or between two nodes to insert it into the middle of your workflow. Once placed, it automatically connects in the correct position and is ready for configuration.

Building workflows should feel visual and fast. This update removes the friction of adding steps one by one and lets you map out your entire automation before configuring every detail.

We’ve enhanced Version History feature in the Workflow Builder. You can now view and restore workflow versions created in either builder - Standard or Advanced builder - and the system automatically opens the correct builder for that version.

Each saved version now remembers which builder it was created in. When you click Restore, the system automatically switches to the correct builder and loads that exact version - so nothing gets lost or misaligned.

Users working across both builders couldn’t reliably preview or restore older versions without losing context or structure. This update removes friction and ensures every version restores exactly as it was built.

You built a workflow in the Standard Builder last month, then updated it in the Advanced Builder. Now you can restore the original Standard Builder version and it automatically switches back to the Standard Builder to match it.

Stripe is tightening requirements for ACH Direct Debit to align with Nacha operating rules. If you accept US bank account payments through HighLevel using Stripe, you may need to update your Stripe account details so customers can clearly identify your business on bank statements and have a way to contact you. Stripe doc

You must choose how Stripe should classify your bank payment transactions. Stripe provides three options:

No. These are settings on your Stripe account, so you must update them in Stripe Dashboard.

This change and setting of the option is fully in control of Stripe. If you are facing issues in getting complete clarity, you must try reaching out to Stripe support.

You can now connect Canva directly inside Media Storage and:

No tab switching. No manual downloads. No version confusion.

This works similarly to Google Drive integration, with access limitations due to Canva Marketplace rules.

Canva is connected at the location (sub-account) level.

Connect Canva

Edit from Canva Tab

Edit from My Media (PNG/JPG/JPEG only)

Marketers constantly switch between Canva and Media Storage to design and upload assets.

This integration:

Permissions

If a non-installer tries to edit:

“You have view-only access to this media. To make changes, import it into your own storage or reach out to your admin for access.”

Smart Design Tracking

Disconnecting

Good to Know

You can now import Company records into CRM in bulk using a structured CSV-based workflow.

This feature allows you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided 4-step flow.

⚠️ Currently available behind Labs.

Enable via: Subaccount → Labs → Company and Custom Object Import

AI generated workflows are now faster than manual creation, even for experienced users.

This positions AI Builder as the fastest workflow creation method across all skill levels, not just a beginner friendly tool.

AI Builder is currently available in Labs and free to use, you can enable it for your agency by going into settings -> Labs->Company-> AI Builder

We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing.

We’ve launched Reselling Reporting on the Agency Dashboard — giving agencies clear visibility into the services they’ve deployed and monetized across sub-accounts.

This release focuses on structured visibility — helping agencies track revenue, costs, profits, MRR, and product-level performance across both usage-based and subscription-based offerings.

The Reselling tab is divided into two key sections:

• Usage Products

• Subscription Products

Each section includes powerful filters, summary metrics, and visual reporting widgets to help agencies analyze performance with clarity.

Designed for wallet-based and usage-driven services (e.g., messaging, AI tools, premium add-ons).

✅ Filters & Controls

• Sub-account filter

• Product filter

• Date range selector

• Toggle to include only rebilled transactions

• Export option

• Quick refresh control

📌 Summary Widgets

• Total Rebilled Revenue

• Total Cost

• Total Profit

These high-level KPIs provide an instant snapshot of monetized usage performance.

📊 Distribution Insights

• Revenue Distribution – Breakdown by product

• Cost Distribution – Cost allocation by product

• Profit Distribution – Profit contribution by product

These visualizations help agencies quickly identify which services drive the most financial impact.

📈 Growth & Trend Widgets

• Revenue Growth – Product-level revenue trends over time

• Profit Growth – Profit performance trends over time

This makes it easier to spot scaling opportunities or declining usage.

Focused on recurring resold products and subscription-based monetization.

✅ Filters & Controls

• Product filter

• Date range selector

• Export option

• Refresh control

📌 Summary Widgets

• Total Reselling Revenue

• MRR (Monthly Recurring Revenue)

Clear recurring revenue tracking for subscription products.

📈 Performance Widgets

• Total Reselling Revenue Trend – Revenue performance over time

• Revenue by Product – Monthly breakdown by subscription product

• MRR Trends – Recurring revenue trend visibility

🏆 Ranking Widget

• Top Products by Revenue

Highlights highest-performing subscription products based on revenue contribution.

🎯 Why This Matters

: Agencies can now see both usage-based and subscription-based reselling performance in one place.

: Clear separation between revenue, cost, and profit reduces confusion around wallet deductions and direct billing.

: Trend and distribution widgets help agencies identify:

• High-margin services

• Underperforming products

• Upsell opportunities

: With export functionality and granular filtering, agencies can analyze performance across time ranges, products, and sub-accounts.

The Reselling Dashboard transforms reselling from a black box into a measurable growth channel — giving agencies the clarity needed to scale monetized services confidently.

The Blog Importer now follows a clearer, step-by-step journey which is Scan → Review → Map → Import

Enhancements include:

We’ve simplified metadata mapping to remove friction:

If imported posts are missing:

Users can now add them directly during the import process instead of cancelling or restarting.

Imports are now smarter and more flexible:

Users can import both types without being blocked, while still maintaining content integrity.

This upgrade helps users:

-Enter homepage URL and scan

You can now import Custom Object records in bulk — with the same create/update flow you’re used to for Contacts and Opportunities.

This feature is currently under Subaccount > Labs > "Company and Custom Object Import"

If your object has multiple unique fields mapped, you’ll choose one to dedupe on.

If any other unique field conflicts, that row fails (so you don’t accidentally create bad duplicates).

• Only one Custom Object can be imported at a time (multi-object imports coming later).