Getting Started w/ Workflows
20 articles172 explained images
Introduction to Workflows and Automations
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow automation, including its core…
4 min9Workflow Notes, Action Notes & Sticky Notes
TABLE OF CONTENTS Overview All-New Sidebar Workflow-Level Notes Overview Who Can Add Notes: How to Use: Saving the Notes: Tracking: Action-Level Notes (Formerly Known as Comments) Overview Who Can Add Notes: How to…
3 min11Workflows Pro Plan - New Pricing Tiers
The new volume‑based pricing tiers for Workflows Premium Actions give every account—from side‑project creators to enterprise automation teams, a lower entry point and more predictable scaling path. Four flexible tiers…
5 min8Comprehensive workflow stats
Workfow Stats Introducing a new "Stats" button on the Workflow List page, allowing users to easily view communication channel performance metrics such as SMS and email statistics . This new feature enables users to…
1 min3Workflows - Advanced Filters & Smart List
Keeping track of workflows in GHL Customer Care is now easier with Advanced Filters and Smart Lists. This article walks you through how to use Advanced Filters to narrow down workflows based on triggers, actions, and…
6 min14Workflow - Oauth2 in Custom Webhook
OAuth2 support for Custom Webhooks TABLE OF CONTENTS Overview How it works: Overview OAuth2 is one of the most important and widely used authorization methods. It is usually employed for large APIs since it is…
1 min7Workflows- Improved Execution Logs & Enrollment History
This article walks you through the latest enhancements to Execution Logs and Enrollment History in Workflows, so you can see exactly how contacts progress, spot errors at a glance, and fix issues faster. By explaining…
6 min23New Discover button - Workflows
We’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace separately for app installations. TABLE OF CONTENTS New "Discover"…
2 min4If/Else Workflow Action - Appointment Filter Options
The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events. This article will guide you through understanding this option, when…
5 min11Workflows pro plan - Black friday & Cyber monday promotion
Introducing the Exclusive Black Friday and Cyber monday Offer for workflows pro plan We're excited to announce an exclusive black friday and cyber monday promo, crafted to help agencies save up to 40% on monthly…
1 min4Workflows Nested Folders
In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations. TABLE OF CONTENTS What Are Nested Folders? Creating and…
4 min8Workflows Landing Page: New Onboarding Experience
New users of Workflows can now enjoy a simplified, tailored onboarding experience on the Workflow Automations landing page. The page has been redesigned with AI-powered workflow creation, visual guidance and curated…
4 min7Highlighting & Resolving Errors in a Workflow
TABLE OF CONTENTS Overview Why This Feature Matters Key Features Using Error Resolution AI (Step-by-Step Guide) Error Resolution Types FAQs Overview The Error Highlight and Error Resolution using AI feature helps you…
4 min6Custom Webhook Action – Secure Credential Management
This guide walks you through the latest improvements to the Custom Webhook action, focusing on enhanced security measures and streamlined credential management. TABLE OF CONTENTS Overview Key Improvements Masked Secret…
2 min5Workflow Builder: Learn More Using AI
Discover the power of Learn More Using AI—a contextual help feature built into GHL Customer Care’s Workflow Builder. This guide explains how the feature delivers instant, AI-powered insights to help you build and manage…
3 min5ClickUp - Actions & Triggers in Workflows
Connect GHL Customer Care workflows with ClickUp to create tasks, build spaces/folders/lists, and store AI‑generated docs—without third‑party tools. This guide explains what the integration is, key benefits, setup, and…
8 min9Workflow Trigger and Action: Google Contact
Automate your CRM like a pro by connecting GHL Customer Care Workflows with Google Contacts. The new native triggers and actions let you instantly sync, create, or update contacts and groups—eliminating manual data entry…
4 min7Airtable - Actions & Triggers in Workflows
Connect Airtable to GHL Customer Care to automate data sync, lead capture, and project ops with native triggers and actions. This guide covers supported steps, setup, examples, FAQs, and links so your team can launch…
5 min9How to enable and rebill Premium Features for Workflows
- Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow - Premium Features. - Once Premium Features are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free…
6 min15Notion Integration with GHL Customer Care
Effortlessly push and pull data between GHL Customer Care and Notion—no Zapier or webhooks required. This guide shows you how the new native Notion Integration unlocks automated page creation, database updates, comments…
4 min7