Quickly browse a complete collection of marketplace apps directly within the workflow builder. With the “Discover” button, you can effortlessly explore all available apps, ensuring you find the perfect tools for your workflows with ease.
Explore apps based on various categories:
Effortlessly search through CRM-built actions, marketplace actions, and triggers with the new global search bar. Instantly locate the app or action you need with ease.
Stay up to date with the newest features! Apps you’ve already installed will now display an “Update” tag whenever fresh actions are introduced, making it easy to spot the latest enhancements.
Within the workflow builder, you can view installation options and detailed information about each app through the “Details” tab. This helps you make informed decisions before installing an app.
Actions for already installed apps will appear in the “All actions” section, similar to the current workflow experience, so you can quickly access them.
Overview The “Send Invoice” feature enables users to automate invoice delivery to contacts within a workflow. By simplifying the invoicing process, it ensures prompt and consistent billing for the products or services rendered. Action Name Send Invoice Action Description How to Configure Example Send an Invoice when Opportunity Status Changes Trigger Opportunity Status changed – […]
Overview The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications. Trigger Name Task Added Trigger Description This trigger activates whenever a new task […]
Overview The Task Reminder trigger enables you to create workflows that activate when task reminders are issued. This is useful for notifying users about upcoming tasks or prompting action on overdue tasks. Trigger Name Task Reminder Trigger Description This trigger activates when reminders linked to tasks are set off. You can apply filters to control […]
Overview The Contact Engagement Score trigger allows you to automatically add contacts to a workflow based on their engagement level and specific criteria, enabling you to streamline actions based on their interactions and overall involvement. Trigger Name Contact Engagement Score Trigger Description This trigger enables you to sort contacts into a workflow using their Engagement […]
This article explores the Note Changed workflow trigger, a powerful tool that automates actions whenever a contact record’s note is updated. You’ll discover what this trigger does, its advantages, a step-by-step setup guide, and real-world examples of how it can be used effectively. What is Note Changed Workflow Trigger The Note Updated workflow trigger activates […]
This article provides an in-depth guide on the “Contact DND” Workflow Trigger in HighLevel, explaining its purpose, key benefits, and how to set it up effectively. You’ll also find step-by-step configuration instructions, practical use cases, and answers to common questions about this feature. What is Contact DND Workflow Trigger? The Contact DND (Do Not Disturb) […]
What Are Nested Folders? You have the ability to create folders to organize workflows efficiently. Additionally, folders can be placed within other folders, a process known as “nesting.” This allows you to build multiple levels of organization, forming a structured hierarchy of workflows. Unlike a basic flat list, this tree-like arrangement makes scaling much more […]
Managing workflows in your CRM just got simpler with Advanced Filters and Smart Lists. This guide will show you how to use Advanced Filters to refine workflows by triggers, actions, and tags for better organization. Plus, you’ll discover how to create and maintain Smart Lists, allowing you to save filtered views for easy access. What […]
OAuth2 stands out as a crucial and widely adopted authorization framework, particularly favored for large-scale APIs due to its high level of security. By utilizing OAuth2, users can seamlessly connect with numerous APIs, including those from Google, Facebook, LinkedIn, and more. These integrations unlock endless opportunities, enhancing the product’s capabilities and reach. How it works: