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This feature allows you to keep your contact information automatically synchronized between your workspace and an external contacts service. When enabled, contacts can be created, updated, and organized automatically based on activity such as…
Google Forms • Workflows • AutomationGoogle Forms Actions and Triggers in WorkflowsConnect Google Forms with workflows to start automations from submitted or updated responses and retrieve form data during later workflow steps. Google Forms…
TABLE OF CONTENTSWhat is this enhancement?What are the new feature?Select ModelGPT 4 Turbo vs GPT 3.5 TurboSelect Action TypeHow to use this feature?PricingWhat is this enhancement?We have revamped the current action and added multiple…
Workflow errors can prevent automations from working as intended when required settings are missing or incorrectly configured. Supported configuration issues are identified directly in the Workflow Builder, consolidated into a single Resolve Errors sidebar,…
Introducing History for GPT actions..!!TABLE OF CONTENTSWhat's New ?Type of HistoryAdvanced OptionsHow to use?Points to be notedWhat's New ?- We're excited to announce a significant enhancement to our GPT action: the ability to retain…
TABLE OF CONTENTSOverviewAbout the IntegrationHow to Set Up Housecall ProConnect via the Workflow Builder (recommended)Connect via Settings (alternative path)List of TriggersList of ActionsExample: Setting Up a Trigger (Job scheduled)Step 1: Add the triggerStep 2:…
Custom Contact Views in snapshots help agencies save time by copying tailored Contact Detail Page layouts from one sub-account to another. Instead of rebuilding the same contact views manually in each sub-account, admins can…
Copy ContactCopy Contact enables copying contact to another account.Select an AccountThe contact will be copied to the selected account. Only the accounts that the logged in user has access to will be listed here.Copy…
Importing snapshots in HighLevel lets you bring shared snapshot assets into your agency snapshot library so they can be reused across sub-accounts. The redesigned snapshot import flow gives you more control from the moment…
In this ArticleWhat is Delete Contact Action?How to set up Delete Contact action?FAQsUse CasesWhat is Delete Contact?Delete Contact is a powerful new action in workflow that permanently removes a contact from your account and…
Have you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automatically move to a specific step within a workflow…
Google AdWords has a feature called conversion action. This allows you to track the success of your ads and optimise them accordingly. It’s an essential tool for advertisers who want to maximise their return…
The Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status updates, and board synchronization. This enables real-time coordination between project tracking and CRM-driven automation.With native…
The Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, context-aware responses from prompts you define. This enables automated content creation, intelligent replies, summarization, and AI-driven decision…
The Custom Webhook - LC Premium Action is a feature enabling 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…
The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows. This feature enables easy conversion of date formats for compatibility…
LC Premium Actions for Google Sheets is a powerful tool to streamline data management processes by automating row creation, updating, and deletion. Seamlessly integrate your Google Sheets documents within our workflow system, enabling efficient…
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 functionality and streamlines…
Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific requirements. This action allows you to convert, reformat, or generate numbers in…
Workflow Slack Premium Action is a feature that 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 message…
