M
Marcin Piasta
Current: contact/opportunity "assign to user" action in workflow requires selecting a specific GHL User from dropdown.
Expected: be able to dynamically match a GHL User by: name, email, or external id.
We manage hundreds of users and are unable to dynamically assign opportunities.
Example flow:
  • Trigger: Opportunity created
  • Match: {{opportunity.agent_name}} eq GHL User Name => result: result.0.user_id
  • Assign to user (action): {{result.0.user_id}}
Right now, even if we use webhook action / custom code action (to GHL API users) in workflow to do the matching step, it is NOT possible to assign the opportunity based on dynamic value.
As we have constant onboarding/turnover of hundreds of employees, it is not realistic for this Workflow to be managed manually (to hardcode each user as an action) as the users change constantly within our company.