Automations

Just like when someone comments on a post, it would be nice to be able to send an automatic message to new followers on instagram and facebook

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

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!

Currently, workflows triggered by the Scheduler run without a Contact context. Because the Math Operation action requires a Contact, it gets skipped even when the calculation only involves global Custom Values. This creates an unnecessary limitation for scheduled automations that do not need any Contact data. Use Case: For example, we have a global Custom Value that stores the current date of a recurring onboarding event. A Scheduler workflow runs daily and checks whether the current date matches the onboarding date. Once the date is reached, the workflow should automatically calculate the next onboarding date by adding a certain number of days and update the global Custom Value. The logic would be: Scheduler → Check current date → Compare with global Custom Value → Math Operation: Add X days to the date → Update global Custom Value Currently, the Math Operation is skipped with: “This action requires a Contact and none has been provided.” Even though no Contact data is involved in the calculation. Requested Improvement: Please allow Math Operations to run without a Contact context when the inputs and outputs are global Custom Values. This would make Scheduler workflows much more flexible and would avoid having to create artificial Contacts or external workarounds just to perform simple calculations. Expected Behavior: If a Math Operation only references global Custom Values, it should be executable inside a contactless workflow. This could also potentially apply to other workflow actions that technically do not require Contact-specific data but currently still depend on a Contact context.

Currently, there is no way to modify a Workflow using the API. I'm forced to return to something like Selenium to automate those tasks. It would be nice if we could do this in a "headless" environment using an API instead of being forced to use the UI. I have a template that I use for workflows and I'm forced to click through the entire process every time. Something that could be as simple as running node generateWorkflow.js ends up taking me at least an hour every time.

We can put an auto call or manual action call in the workflow, but to have conditional logic dependent on that disposition, we have to create other workflows with that trigger. If we could have Call disposition ACTION that could be linked to the call already in the workflow, it would be AMAZING.

Current Behavior: When a wait step extends past the Advanced Window, the system continues counting down in real time overnight, exhausting the delay before business hours reopen. This creates severe issues for team SLA tracking and lead distribution, as staff are deprived of their allotted response windows when the office opens. Requested Behavior: Add a setting for wait steps to pause the countdown when outside the Advanced Window and resume the remaining time once the window reopens (e.g., if a 30-minute timer starts at 4:15 PM and business hours end at 4:30 PM, the timer should pause with 15 minutes remaining and finish at 7:45 AM the next morning). Impact: Eliminates complex multi-branch workaround stacks and ensures accurate tracking of staff response SLAs.

Hi, On the Send Email / Email notification action in workflows, there's currently no way to set a custom Reply-To address. It automatically uses the sending address. I'd like to be able to set the Reply-To to a custom value / merge field — for example the contact's email or an inbound webhook field (e.g. {{ contact.email }} / {{inboundWebhookRequest.epost}}). Why: We send an internal notification to our client when a lead submits the website form. When the client clicks Reply, we want it to go directly to the customer, not back to the sending address. Right now they can't reply to the lead from their inbox. Being able to define a custom Reply-To field on the email action would solve this. Thanks!

With the recent change of Meta, some contacts now arrive identified by a username instead of a telephone number (for example, contacts that type on WhatsApp and arrive without a registered telephone field). This is causing the Conversations AI action within the automations to be skipped for the reason “No Phone number”, since the action depends on the existence of a telephone number to be able to execute. This directly affects automations that we already have configured and working, and would force us to modify several flows if it is not solved. It would be very helpful if the Conversations AI action could also be executed when the contact does not have a telephone but does have a valid identifier (such as the WhatsApp/Meta username).

Hi everyone, I'm currently building a workflow with an incoming webhook trigger and I'm facing a problem that I'm stuck with, maybe someone of you has already had that. The trigger itself works flawlessly: Requests arrive, the webhook responds with HTTP 200, I've tested this several times directly via the browser (both with content type text/plain and application/json, both without difference). The problem is the assignment reference (i.e. the field mapping for the trigger): There, despite multiple incoming test requests, simply no sample data set is displayed. Even the “Check if there are new requests” button does not make any changes, no matter how often I click on it. Without this assignment reference, however, the trigger cannot be saved at all; GHL shows the message “An assignment reference is required for an incoming webhook trigger.” What I've ruled out so far: The webhook URL is correctly stored and accessible. The content type of the request makes no difference. The problem occurs regardless of which source the test request comes from. My guess is that the assignment reference only accepts an example request if the trigger step in the workflow editor is active in the “Waiting for test data” state at the exact moment when the request arrives, and each request before or after that is acknowledged with 200 but is not adopted as an example. Can anyone confirm this or does another approach to reliably get the assignment reference filled? Thank you guys in advance!