Changelog
Follow up on the latest improvements and updates.
RSS
improved
Automations
Standard Builder: Easily Drag and Move Workflow Nodes!
What’s new?
You can now drag and move nodes directly inside the workflow canvas. This enhancement makes it easier to reorganize actions and branches without deleting steps or using the right-click move option for each node you want to move.
How it works
When you hover over a node, a 6-dot drag handle appears. Click and hold the handle, then move the node to a new position in the workflow. As you drag, the canvas shows a clear “Move here” indicator so you can see where the node can be dropped.
How to use it
- Hover over a node to reveal the 6-dot drag handle.
- Click and hold the handle, then drag the node to a new location.
- Drop it where you see the “Move here” indicator.
Why we built it
Managing larger workflows can be slow when you have to move steps one by one through right click menus. Drag and drop gives you a faster, more fun and intuitive way to clean up layouts and reorganize branches as your workflow changes.
Additional Notes
- The 6-dot drag handle is only visible when you hover over a node.
- Moving nodes is done directly from the canvas.
- Valid drop locations are guided by the “Move here” indicator.
Preview

new
Automations
Inbound Email Trigger for Workflows
What’s new?
You can now start a workflow whenever an inbound email is received in your mailbox. This covers cold emails from brand-new senders, warm emails from existing contacts, and, if you allow it, replies inside existing threads - so you can automate lead capture, routing, support intake, and follow-up from the moment an email arrives.
Why this matters
Every inbound email is a potential lead, support request, or deal moving forward - and now your workflows can act on it instantly. The Inbound Email trigger captures emails the moment they land, including first-touch messages from people who aren't in your CRM yet. That means sales teams can route and respond to cold inquiries automatically, support teams can assign incoming requests without manual sorting, and ops teams can kick off processes as soon as a signed document or form hits the inbox.
How it works
The trigger fires when an inbound email is received and can be narrowed with filters for mailbox, sender, CC, subject, body, attachments, and whether the message was tied to a workflow. You can also choose to run it only for new email conversations, which helps avoid retriggering on every reply in the same thread.
Available filters
- Email Sent To / Mailbox - Matches the receiving mailbox.
- From - Matches the sender’s email address.
- CC - Checks copied recipients.
- Subject - Matches the email subject line.
- Body (plain text) - Checks the email body.
- Has Attachments - Checks whether attachments are present.
- Replied to Workflow - Checks whether the email came from a specific workflow.
- Contact Tag - Filters by whether the contact has or does not have a specific tag.
Custom value picker
- {{message_id}} - Unique message ID of the inbound email.
- {{subject}} - Subject line of the inbound email.
- {{body_plain}} - Plain-text body content of the email.
- {{from.email}} - Sender’s email address.
- {{from.name}} - Sender’s display name.
- {{cc}} - CC recipients of the inbound email.
- {{inboundEmail.bodyFullPlain}} - Full Body (Includes reply thread)
How to use it
- Go to Automations > Workflows > Add Trigger and add the Inbound Email trigger.
- Add filters based on mailbox, sender, subject, body, attachments, or workflow reply source.
- Save the trigger, then add actions like create contact, assign, tag, notify, or reply.
Common use cases
- Inbox routing: Check which mailbox received the email and send sales@, support@, or billing@ traffic into different workflow paths.
- Subject-based assignment: Catch emails with subjects like “refund” and route them faster.
- Attachment intake: Trigger only when attachments are present so teams can react to forms, documents, or proofs as soon as they arrive.
- First-touch autoresponder: Use the inbound email body in downstream actions to send a more contextual first response.
Additional notes
- Full cold inbound capture is supported for LC Email dedicated domains and Mailgun dedicated domains. Gmail/Outlook two-way sync, shared domains, and other SMTP setups do not support full cold inbound capture.
- This trigger is separate from Customer Replied, so both can exist at the same time. In some cases an email can match both, so filters and the reply tracking setting can help control overlap.
- Each sub-account should use its own dedicated email subdomain. Reusing the same domain across multiple sub-accounts can lead to unpredictable inbound routing
Preview:


new
Courses
🧩 Funnels in Courses ( Labs )
We’ve introduced Funnels in Courses, enabling creators to seamlessly include funnels directly into their course structure. This unlocks more dynamic learning experiences and creates new opportunities to guide users through structured, action-driven journeys within courses.
⚡ What’s New
✨ Funnels as Lessons
Creators can now add funnels as independent lessons within courses, just like any other content type.
🔗 Seamless Product Integration
Deep integration between Courses and Funnels allows for a unified experience across learning and marketing.
🧭 Guided Learner Journeys
Enhance course flows by embedding interactive funnel experiences that guide learners through structured actions.
⚡ Smooth In-Player Experience
Funnels render seamlessly inside the course player, ensuring smooth interaction without disrupting the learning flow.
✅ Consistent Look & Feel
Fully aligned with existing lesson types and themes for a cohesive course experience.





🚀 What Creators Can Do Now
✨ Build interactive lessons using funnels (forms, CTAs, multi-step flows)
💰 Drive conversions with upsells, offers, and lead capture directly inside courses
🔁 Reuse existing funnels without rebuilding content
🧭 Combine learning with actionable, guided journeys
🔗 Connect marketing workflows with course experiences
🛠️ How to Use
- Click Add Content in any module or sub-module
- Enter a funnel title, select the funnel, and choose a specific page
- Add the funnel as a lesson
- Use the edit modal to preview, make changes, add page thumbnails, and Save & Publish
- Learners can view the funnel preview and open it in full screen for a complete interactive experience
✨ Why This Matters
Funnels in Courses bridge the gap between learning and action — enabling creators to educate, engage, and convert users within a single, seamless experience.
improved
Courses
💸 Tax Support for Course Offer Checkout
We’re introducing tax support for Course Offer checkout to enable more accurate pricing and a clearer purchase experience. Taxes are now automatically calculated and displayed during checkout, ensuring transparency and consistency for both creators and learners.
⚡ What’s New
✨ Automatic Tax Calculation
Taxes are now automatically calculated during checkout based on the user’s billing address, ensuring accurate pricing across regions.
🧾 Clear Tax Breakdown
Learners can see a detailed tax breakdown before completing their purchase, eliminating surprises at the final step.
🌍 Region-Based Tax Support
Supports region-specific tax configurations, allowing businesses to comply with local tax requirements more easily.
✅ Seamless Checkout Integration
Tax calculations are fully integrated into the existing checkout flow without adding friction to the purchase experience.
🎟️ Coupon Compatibility
Coupon codes continue to work seamlessly, with taxes applied correctly after discounts.
⚖️ Flexible Pricing Models
Supports both tax-inclusive and tax-exclusive pricing, giving businesses flexibility in how they display prices.


✨ Why This Matters
💰 Prevents undercharging or overcharging by accounting for taxes upfront
📈 Builds trust through transparent, upfront pricing
🔗 Ensures consistency between displayed prices and final charged amounts
🚀 Getting Started
- Add your nexus addresses in Payments settings
- Configure tax rules and categories
- Verify your business address for accurate location mapping
- Enable automatic tax in Payments settings to start applying taxes automatically
new
Courses
Live Sessions in Courses (Labs)
Live Sessions in Courses make it easy to plan, host, and reuse live learning — all from one place. From one-time classes to recurring series, creators now have a seamless way to run live experiences directly inside their course.
⚡ What’s New
📅 Flexible Session Scheduling
Creators can now schedule both one-time sessions and recurring series directly within a course.
Recurring sessions support daily, weekly, and custom patterns, with full timezone awareness to ensure accuracy for all participants.
📑 Built into the Course Experience
Live Sessions are now integrated into the Course Outline with a dedicated section for easy access.
Each session appears as a card with preview details, making it simple to browse and track upcoming sessions.
✏️ Better Management & Control
Creators can edit or cancel sessions at any time.
For recurring sessions, updates can be applied to a single occurrence or all upcoming sessions — offering flexibility without disrupting the entire schedule.
🔔 Smarter Go-Live & Notifications
The Go Live button becomes available 15 minutes before the session starts, allowing hosts to begin on their own time.
Admins receive reminder emails, and creators can manage learner notifications for session reminders, updates, and go-live alerts.
🎥 Enhanced Learner Experience with Recordings
Learners get a dedicated Live Session section within their course, along with relevant notifications.
After sessions end, creators can access recordings, download them, and add them back into the course as lessons for future viewing.






✨ Why This Matters
Live Sessions unify scheduling, hosting, notifications, learner access, and recordings into a single workflow — making live teaching simpler for creators and more engaging for learners.
We’ve added Apify actions and triggers to Workflows. Users can now run scraping jobs, execute Apify actors, and process external data inside workflows. No need of webhooks or third party apps to connect with Apify.
Key Enhancements
Triggers (Apify → HighLevel):
Finished Actor Run: Fires when an Apify actor completes execution
Finished Task Run: Fires when an Apify task finishes execution

Actions (HighLevel → Apify):
Run A Task: Execute predefined Apify tasks
Run An Actor: Run actors with custom inputs
Scrape Single URL: Extract structured data from any webpage
Fetch Dataset Items: Retrieve scraped/output data
Find Last Task Run / Actor Run: Get latest execution details

Use Cases
- Automatically scrape local businesses from Google Maps via Apify and enroll them into HighLevel outreach campaigns.
- Monitor competitor changes with Apify and trigger instant alerts and tasks in HighLevel for quick action.
- Data Enrichment: Automatically scrape a lead’s website and enrich contact fields with business details for better segmentation and personalization.


How to Connect
- In Workflows, search for Apify actions or triggers
- If your Apify account is already connected, setup fields will appear instantly
- If not, click Connect Now and authenticate using your API key
- Alternatively, connect via Settings → Integrations → Apify
Frequently Asked Questions
Q: How do I handle large datasets?
It is best advised to use a wait step after any actor and then with Fetch Dataset Items to process the data with array action.
Q: Are there any charges for using Apify actions and triggers?
Yes, usage is based on Apify pricing (compute and storage) and premium workflow usage, as applicable
improved
Snapshot
Companies
Company Associations Now Included in Snapshots
Overview
:Snapshots now fully support Company associations. When you export or import a snapshot, the relationship definitions between Companies and other objects (Opportunities, Custom Objects) are preserved automatically — no manual setup needed on the other end.
What's New?
Previously, while Custom Object schemas were carried over in snapshots, Company associations had to be recreated manually after every install. That's no longer the case — associations are now included end-to-end.
How to Use:
Save a snapshot from any account that has Company associations configured, and they'll be included automatically. On import, associations are restored along with the rest of the schema. No extra steps required.
🧭 Overview
We’ve extended support for
assigned user custom values
to ensure they work consistently across both Funnels
and Calendar confirmation page
experiences.With this update, assigned user details can be carried forward into the
next funnel step after booking
a calendar appointment, as well as used in calendar confirmation messages., improving personalization after an appointment is booked.✅ What’s New
1. Added support for
assigned user custom values
across: - Next funnel step after booking a calendar appointment
- “Thank you message" on the calendar confirmation page
2. Improved consistency in how assigned user data is rendered across booking and funnel flows.
🔐 How It Works
- When using a Calendar element in a funnelwith the "Redirect action" set as “Go to next step” :
- After booking, users are redirected to the next funnel step
- You can now use assigned user custom values on that page
2. This value also work in:
- “Thank you message" on the calendar confirmation page
3. This values dynamically populate based on the assigned user linked to the contact, ensuring accurate and consistent output across flows.
🎯 Why This Matters
- Enables personalized experiencesafter booking (e.g., showing assigned user details).
- Ensures assigned user information carries forward into the next step.




new
improved
Calendar
Services (v2) - Flexible Service Discovery from Service & Category Links
We’ve introduced more flexibility in how customers can
explore and book services
🎉 You can now control whether customers can
browse beyond their starting point
(service or category link) and discover other services.---
📦 What’s Included
- Allow customers to explore other services- When enabled, customers can navigate to the full services list and book any service, regardless of their starting point
- When disabled, customers are restricted to only the service or category links they started from
- Works alongside existing “Allow multiple service selection” setting- You can continue to control whether customers canbook more than one service in a single booking
---
⚙️ How It Works
- Go to Global Settings -> Booking Page Settings
- Toggle “Allow customers to explore other services”to let customers navigate to the full services list and book any service, regardless of their starting point
---
🎯 Why This Matters
- Gives you control over how much flexibility customers have while booking
- Enables service discovery and cross-sellingfrom any entry point
- Supports both focused flows (single service)andexploratory booking experiences
- Helps improve conversion by allowing customers to browse and add more services
---
This update makes it easier to balance
guided booking flows with flexible discovery
, based on your business needs.

new
improved
Calendar
Easier Calendar Setup with Auto-Navigation to Missing Fields
🧭 Overview
We’ve improved the calendar setup experience to make it
easier to identify and fix missing required
fields while editing and saving a calendar.Previously, when required fields were missing in the current tab, clicking "
Save changes
" would not complete the action — but the interface did not guide users to the exact issue. This often caused confusion about whether the calendar was saved and led to unnecessary troubleshooting.With this update, you’re now taken directly to the field that needs attention.
✅ What’s New
- Automatically scrolls to the validation error within the same tabwhen saving edits to a calendar.
- Continues to navigate to the correct tabif errors exist elsewhere.
- Highlights errors clearly so they can be fixed quickly.
🔐 How It Works
- When you click Save changesand there are validation errors:
- If the error is in the current tab, the pagescrollsdirectly to it and highlights the error.
- If the error is in a different tab, the systemnavigates to that taband highlights the error.
🎯 Why This Matters
- Removes confusion when changes don’t get saved.
- Helps users quickly identify what needs to be fixed.
- Reduces unnecessary support queries.
- Makes calendar setup smoother and more intuitive.

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