Internal Comment via Automation
R
Rohan Williams
I would like to have the ability to add an internal comment to a contact via automation.
Log In
K
Kevin Salvatore
Dying to have this feature. Notes are not intuitive because you have to open the tab to see them. Internal Comments pop right up on the timeline. Our team only uses the internal comments for notes and it would be SO much easier if we were able to add notifications for reps via internal comments via automation
L
Lisa - Online Solutions
YES, Please this would help SO much! I absolutely love this newer feature (Internal Comment), but having the option to have it added via an Automation would be HUGE 😀
A simple example would be where there's a 30005 SMS Error, and the phone # needs to be cleared. See attached photos. One I did manually, and the other with the "Note" is the only way to do it right now via Automation.
You can see how much more helpful it would be if the note was in the conversation feed as an "Internal Comment", rather than a note in the side section.
Photo Viewer
View photos in a modal
M
Mike Kellner
It sure would be good to have the ability to add these via a workflow.
Photo Viewer
View photos in a modal
J
Joachim Kalisch
According to "Ask AI" this is possible with action "Add to Notes".
Can anyone can confirm this?
B
Bryan Alagao
badly need this as a visual cue when an automation is triggered
D
Divyam Bhadoria
Merged in a post:
Please make "Add Internal Comment" option available in workflows!
C
Christie with Rick Pino
We really like the new option to add an internal comment to a contact. We would LOVE the option to "add internal comment" to a contact within a workflow. For example, IF a contact has a specific tag, THEN add internal comment [comment text here]."
C
Chris Kooken
As a workaround, we're using the Webhook automation to hit GHLs own API to add the internal comment. You can do this for lots of stuff that isn't directly supported via Automations.
Photo Viewer
View photos in a modal
L
LifeLead Admin
we should merge with this https://ideas.gohighlevel.com/automations/p/internal-comment-via-automation
D
David Hobbs
Clients are using this over notes.
It would also be good to add an internal comment in the conversations tab as clients are having a hard time knowing if a call is a voicemail, call drop, etc.
An internal note next the call would help.
I
Igor Czajkowski Corai
internal comment triggered from automation would be a very powerful feature. Let's see an interesting scenario: the contact has a ticket in an external system. The ticket is closed, and it triggers a webhook to our GHL. Instead of adding a typical note , I want to add an internal note to see it in the conversation thread with this client and notify in the internal note a specific person from my team.
Load More
→