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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.
36
·

planned

Overall Speed/Performance Updates
Guys, I know I'm not the only one struggling with slow loading times on a lot of GHL. We replaced the 9 dots of death with the ring of stress.. We all absolutely LOVE all the new features coming out, but can we pause for a sec and just update the servers or whatever needs to be done in order to make the GHL experience even better for our clients? I'm an affiliate for GHL as well, so when I make videos promoting GHL and my load times are 30-60 seconds, it can be difficult to be confident in this for new users. So please, let's just take a second to improve overall speed and performance of GHL! Me love you long time!
77
PLEASE make auto-save a thing!
was working on complex workflow when I changed to another tab for a quick task on another sub-account. Boom! No more workflow :,,,(
2
Custom Objects in Workflows
Custom Objects in Workflows We do not have custom objects if we need to add them as trigger or an action in the workflow list, kindly add them to triggers as well as actions so we can create automations and actions based on the custom objects in CRM
34
·

in progress

Workflows Splash Page Custom Training Links
The ability to customize the destination of the "Learn More" resources on the splash screen for workflows so that we can reinforce our own training as an option. By default it would leave the LeadConnector/HighLevel resources but can be customized to point to a custom url for agency provided or 3rd party provided training materials. This would allow for a more customized experience while reinforcing the use of the courses.
1
Add User Logged In Workflow Trigger
Apparently we have a User Logged In workflow trigger for Membership Sites, this request is for a similar trigger for any user logging into our CRMs.
4
·

under review

Update Contact Trigger
There is currently no trigger for when general contact information is updated or added to contacts. This seems like a very basic trigger that is missing inside automations. Please add this ASAP
0
Email Campaigns added to Automations
It would be great to be able to include the Email Campaigns within the Automations. So you can choose either an email template or choose an email campaign to do AB testing.
0
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

CC & BCC for Internal Email Notifications
Right now this only works for the email workflow but not for internal email notifications.
3
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