Integrate Proposals/Estimates into Workflows
Need triggering events, as well as access to fields throughout commands incl math, email, conditional logic, pipelines, etc. Seems should be able to (upon receiving signed copy) autogenerate an invoice.
Workflows at the Agency level
It would be amazing to be able to create workflows at the agency level that could trigger from events or conditions at the location level, like sending a message when a location has not sent a review request in awhile, or when we are publishing a new workflow to an account but the account owner has not yet populated some required custom values. Alternatively, if we could identify which location is the agency location, and then build workflows in there that would be able to evaluate conditions pulled from other accounts. This would allow us to automate our customer service strategies, without constantly having to do it all in make.com or zapier.
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.
[Workflows] Nested Folders for Workflows
Right now we can only create 1 folder level in the Automation Workflow builder. It would be great if we could have folders within folders. Thank you.
Assign Followers Automatically
I just spoke with Marty we've discussed how good it would be if we could assign a follower automatically to a contact and not manually. That would be good for example when a lead go to a stage of closing a sale, the setter of the appointment could see what the salesperson is talking to the lead and check the outcome... I know this Followers feature is only on the labs, but it would be great to see it going live with the automation working!
[Workflow] Action: Split Test
Even Split splits between Path A and B till goal condition is met, then send to the winner path Conditional Split send to path A until the goal condition is met, then send to path B.
GPT 4 for Workflow AI
I understand that GPT 4 executions cost around 3 cents from the GPT 4 API, but man it would be amazing to have for the workflows. Im extremely happy for ChatGPT being added, but its only GPT 3. Would love to see this implemented
New Contacts "Followers" almost usless
So we can now manually add "Followers" to a contact. Now what?... Can't sort a smart list by any of the followers. Can't add or remove followers via workflow. The only thing I have seen is when you have a user set to only see assigned data they can see/edit the contact. So close to being something useful for me. But I need a way to set/remove followers from a workflow. And a way to filter smart lists with the "followers"