- The dropdown only shows providers that are already connected in the subaccount. Help article and FAQs

As agencies grow, so do their teams—and with that growth comes the need for clear, secure, and intentional access control. We’re introducing Granular Permissions for Sub-Account Settings, giving Agency Owners precise control over who can view, edit, or manage sensitive areas across Sub-Accounts.

Previously, users across different roles often had broad, unrestricted access to critical areas such as billing, company settings, and Sub-Account management. This made it difficult to safely delegate responsibilities and increased the risk of accidental changes or unauthorized actions.

With Granular Permissions, you can now:

Granular permissions are being rolled out across critical Sub-Account workflows, including:

This layered approach ensures sensitive operations are protected without slowing down day-to-day work.

Agency Owners & Admins: Confidently delegate tasks while maintaining full control and securityAgency Teams: Gain clarity on what actions they’re allowed to take—reducing confusion and mistakesClients: Benefit indirectly from improved security, governance, and operational reliability

As agencies scale, trust and security become just as important as speed. Granular permissions allow agencies to:

Protect sensitive data from accidental or unauthorized changesReduce support tickets caused by access confusion or blocked workflowsImprove retention by giving admins confidence in secure team collaborationMeet governance and compliance needs with clearer access boundaries

Instead of an all-or-nothing access model, agencies now have fine-grained control that grows with their organization.

Granular permissioning is a foundational step toward mature role-based collaboration within Sub-Accounts. By enforcing access rules consistently across the platform, agencies can operate at scale—without compromising security, trust, or efficiency.

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Introducing Member-Specific Course Access in Communitiess

Community admins now have direct control to grant access to any course in the community.

No waiting. No workarounds. Just instant access when you decide.

With Member-Specific Course Access in Communities admins can manually grant or revoke course access for individual members, all from the Members tab.

Admins can now: Grant access to any course in the community Revoke course access when needed ImportantIf a member already meets the existing unlock criteria of a course, access cannot be revoked.

Introducing Private Courses.Private courses: Are accessible only when an admin grants access Cannot be unlocked automaticallyPerfect for:VIP or exclusive content Internal or team training Invite-only programs

Member-Specific Course Access in Communities give admins full control over course access, making it easier to reward members, onboard users faster, and create truly exclusive learning experiences

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.

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Marketing Agency - Public Relations Firm

You can now drag and drop triggers and actions directly into the Workflow canvas from the sidebar. This is a UI/UX enhancement to the standard builder that makes adding and connecting steps faster and more fluid.

Click and hold a trigger or action in the sidebar, then drag it onto the canvas. When you hover over a valid spot (on any + marker or between nodes), a highlighted placeholder appears to show exactly where it will be added. Drop it, configure it, and once you save, it appears on the canvas as a fully added step.

Building workflows can involve lots of repeated clicking and inserting steps. Drag-and-drop reduces friction so you can add actions faster, stay in flow, and build more confidently—especially in larger workflows.

If you exit without saving, the action won’t be added to the canvas.

We’ve launched the OpenRouter app for HighLevel Workflows, enabling user to use AI model responses directly into their automations. With OpenRouter, users can now use multiple models like Perplexity, Claude, OpenAI, Gemini and many more. Upto 300+ of them.

HighLevel workflows can now invoke AI models via OpenRouter to generate real-time responses from custom prompts. Teams can automate content creation, summarization, and personalized messaging using system-level instructions and workflow variables.

Actions (HighLevel → OpenRouter)

Use AI-generated outputs directly within your workflows:

– Send a prompt to a selected OpenRouter AI model and receive a generated response that can be reused across workflow steps.

Action Capabilities

System Prompt (Optional) – Define the AI’s role, tone, or behavior (e.g., support agent, marketer, concise responder).

Prompt (Required) – Provide the main instruction, question, or task, including dynamic workflow variables.

Model Selection (Required) – Choose from multiple AI models based on quality, speed, creativity, and cost.

Usecases like Manual content creation can now be plugged into a workflow. With OpenRouter in Workflows, users can:

Generate personalized emails, SMS, and WhatsApp messages at scale

Create any image or video content with models like veo.

We have launched openrouter action with test action feature which will allow users to test the action before execution, allowing users to save the schema and use in subsequent actions as custom values.

Automatically generate contextual email or SMS responses using contact data and inbound messages.

Summarize long form submissions or inbound conversations into concise notes or CRM fields.

Create tailored follow-up messages using workflow variables like name, service, or appointment details.

Yes. You can use supported workflow variables in both the Prompt and System Prompt fields to generate personalized AI responses.

The System Prompt defines the AI’s role, tone, or behavior, while the Prompt contains the main instruction or question sent to the model.

Model choice depends on your use case - lighter models work well for simple tasks, while advanced models are better for creative or complex responses.

Yes. The generated response can be mapped to custom fields, used in messages, or passed to other workflow actions.

Yes. OpenRouter actions and triggers are premium workflow actions and are billed at standard automation rates, in addition to OpenRouter usage charges.

No. HighLevel does not include AI credits for OpenRouter. AI usage is billed by OpenRouter, along with standard automation rates in HighLevel. This will just like any other premium action.

We’ve added native Monday.com actions and triggers to HighLevel Workflows, enabling real-time automation between HighLevel and Monday boards. This integration removes the need for third-party tools like Zapier or Make and allows teams to seamlessly sync boards, items, statuses, and updates directly within HighLevel.

HighLevel Workflows now support workflow actions and triggers with Monday.com, allowing agencies and teams to automate project management, onboarding, and internal operations without manual coordination or external automation platforms.

Triggers (Monday.com → HighLevel) (Coming soon)

These triggers fire near real-time when activity occurs in Monday.com:

Any Column Value Changed in Board – Fires when a specific column (status, date, owner, etc.) is updated.

Any Item Moved to a Group – Fires when an item moves between groups on a board.

New Board – Fires when a new board is created.

New Item in a Board – Fires when a new item is added to a board.

New Subitem in Board – Fires when a subitem is created under an item.

New Update in Board – Fires when a comment or update is added to an item.

New User – Fires when a new user joins the Monday.com workspace.

Automate and manage Monday.com directly from HighLevel workflows:

Create New Board / Group / Column / Item / Subitem – Dynamically build Monday structures from workflows.

Update Item / Update Subitem – Update statuses, owners, dates, and custom columns.

Archive Board / Archive Group – Automatically archive completed boards or groups.

Delete Item / Delete Group – Remove items or groups when no longer needed.

Get Board Items – Retrieve all items from a board for syncing or reporting.

Find Items by Column Value – Search items using status, owner, or custom columns.

Find Items by ID – Locate a specific item using its Monday item ID.

We have launched monday.com actions with test action feature which will allow users to test the action before execution, allowing users to save the schema and use in subsequent actions as custom values.

Teams often manage projects in Monday.com while running CRM, communication, and automation flows in HighLevel. With native Monday.com actions and triggers, users can:

Keep HighLevel and Monday perfectly synchronized

Eliminate reliance on Zapier, Make, or custom webhooks

Automatically sync new onboarding items from Monday.com into HighLevel CRM, notify account managers, and update item statuses once CRM actions are completed.

Trigger emails, Slack notifications, or notes when a Monday item’s status changes (e.g., when a project is marked “Completed”).

When a task is created in Monday.com, automatically create corresponding tasks in ClickUp or other tools while maintaining cross-system references and visibility.

Settings → Integrations → Monday.com

We have enhanced the find contact action to support finding secondary phone and email as well for a contact.

The "Find Contact" action only used to search the primary email and phone fields on a contact record. However, contacts can have multiple additional emails and phone numbers stored, which were completely ignored during the search.

This leads to missed matches when users attempt to find contacts using secondary contact information.

AI Builder now generates workflows from placeholder prompts in under 5–10 seconds — making your first build feel instant.

AI Builder is now part of the first-time user experience. We wanted that initial "build something with AI" moment to deliver an immediate wow factor — not a loading spinner. Fast generation means users see the power of AI Builder right away, driving adoption from the very first interaction.

This is just the start. We're actively working on reducing generation latency across all prompts, not just placeholders. Expect faster builds across the board soon.

PS: If AI builder is not enabled yet, go ahead and enable it via settings -> Labs ->Feature type: Company-> Workflow AI Builder

Tag filtering in workflow triggers just got a massive upgrade! We're introducing advanced tag operators with multi select support — giving you the power to build precise, flexible trigger conditions like never before.

"Has Tag" is now renamed to "Tag" and comes packed with three major upgrades:

Two brand-new operators join the existing Equals to & Not equals to:

All four operators now support selecting multiple tags at once:

You can now add multiple instances of the "Tag" filter within a single trigger, combined with AND logic between them, enabling powerful negative filtering.

Example: Want contacts tagged "Lead" but not tagged "Low Quality"? Simply add: → Tag Equals to "Lead" → Tag Not equals to "Low Quality"

Expanding to opportunity based triggers and more: