Workflow Builder
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Create Task Event In Campaigns
Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows .
1 minWorkflow Trigger - Contact Tag
Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later. Tags are used for searching, browsing, sorting, and organizing content…
2 min7Workflow Action - Edit Conversation
Managing conversations efficiently is crucial for any business handling customer interactions. The Edit Conversation Workflow Action in GHL Customer Care automates conversation management by marking messages as…
3 min6Workflow Action - Update Contact Field
The Update Contact Field workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a workflow. With the latest enhancement, you can now use Dynamic…
4 min4Workflow Action - Update Contact Field - Date type field
Update Date type fields with the following options: Custom Date Update using custom values/fields in the recommended formats: MM-DD-YYYY, Ex : 12-21-2021 DD-MMM-YYYY, Ex : 21-OCT-2021 Current Date Updates the current…
1 min4Workflow Action - Math Operation
The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling. This feature supports custom variables and fields, offering flexibility…
16 min12Troubleshooting Workflow Executions - Race Conditions
A Race Condition is when two (or more) updates happen at the same time (in the same second). The two changes "race" and they might execute in a different order than they should, or one might signal that it executed but…
1 min5How To Attach Files to MMS Using Custom Values
Custom values are exceptionally powerful and versatile. In this guide, we will cover how you can use custom values to send MMS messages within workflows. Custom values are great for leveraging snapshots and your…
2 min2Workflow Folder Permission
Workflow folder permissions is only available on the Agency Pro Plan & above. Restrict access to any folder containing workflows with Folder Permissions Folders allow you to organize content and workflows allow you to…
1 min2Workflow Trigger - Order Submitted
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger works with both 1 Step and 2-Step order forms, giving…
4 min6Workflows vs Campaigns/Triggers (Deprecated features)
Campaigns and Triggers are deprecated. Workflows make it easy to create automation with triggers and actions with more capabilities. Workflows have capabilities like using if-else statements, wait times, math functions…
4 min1How to use the Inbound Webhook Workflow Premium Trigger
Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and PUT. This real-time data transfer capability enhances CRM…
6 min9Guide to Google Sheets Premium Workflow Action
This guide explains how to effectively use the Google Sheets Premium Workflow Action in GHL Customer Care. Learn how to set up the action, utilize its individual functions, and troubleshoot common issues. This guide is…
18 min30Guide to Custom Webhook Workflow Action
The Custom Webhook Action enables real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP methods, authorization, headers, and query parameters. This…
3 min5Guide to Slack Workflow Action
The Slack Premium Workflow Action enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaboration. The action offers three main events: sending a…
7 min11Guide to Date/Time Formatter Workflow Action
The Date/Time Formatter action is a versatile tool that allows users to reformat and compare dates or date-times within workflows. This feature enables easy conversion of date formats for compatibility with different…
7 min13Workflow Trigger - Payment received
The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM. It can be customized with filters to target specific use cases. This trigger helps…
7 min5Workflow Settings - Overview
This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder. Learn how to configure contact handling, communication timing, sender details, and more to ensure your…
8 min7How to copy contacts from one sub-account to another sub-account?
Learn how to use GHL Customer Care's 'Copy Contact' workflow action to duplicate contacts between sub-accounts, including tags and custom fields, while maintaining data integrity. Additional Tutorial Videos…
2 min4How to Copy Workflow to another Sub-Account?
More Tutorials From the Community https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be https://www.youtube.com/watch?v=DnLKoZF0mug https://www.youtube.com/watch?v=J7iJtHtiUnc…
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