Workflow Trigger for file uploads via Client Portal

Overview:

Summary of the Release

HighLevel now supports a new workflow trigger, Client Portal File Uploaded, allowing businesses to automatically initiate workflows whenever a contact uploads a document through the Client Portal Shared Documents experience.

What's New? / Key Features / Benefits

New Workflow Trigger: Client Portal File Uploaded

Automatically trigger workflows when a contact uploads a file through the Client Portal Shared Documents experience.

How to Use?

Navigate to Automation → Workflows.
Create a new workflow or edit an existing workflow.
Add the trigger Client Portal File Uploaded.
Configure the workflow actions as relevant.
Publish the workflow.

How to share a file with a client through Client Portal

Navigate to a specific contact.
Click the Files icon from the right-side navigation panel.
Upload a file.
Select the Upload to Client Portal checkbox.
Save the file.
The file will become available to the contact within their Client Portal.

How to upload a file as a Client Portal user

Log in to the Client Portal.
Navigate to the Shared Documents section.
Click Share File.
Upload a single file or multiple files (up to 10 files at a time).
Submit the files.

Multiple file types are supported. Once uploaded, the Client Portal File Uploaded workflow trigger will fire automatically.

This feature closes that automation gap by enabling businesses to:

Eliminate manual monitoring of uploaded documents
Reduce operational delays
Improve compliance and review processes
Ensure no important uploads are missed
Create seamless document-driven customer journeys
Accelerate onboarding and approval workflows