💸 Introducing Premium Triggers & Actions: The Next Level of Workflow Automation
LC Premium Trigger
Paid feature
We're excited to announce the launch of our Premium Triggers & Actions, a new set of advanced options that enable direct integration between HighLevel and a growing list of popular apps like Google Sheets and Slack.
Say goodbye to dependence on external integration tools
and say hello to the future of automation with Premium Triggers & Actions. 🚀
Google Sheets Action:
Integrate your Google account and send data to directly to Google Sheets! You have options to create, lookup, and delete Spreadsheet rows.
Slack Action:
Integrate your slack account and trigger Slack messages from Workflows to Users & Channels!
Custom Webhook Action:
Send data out of HighLevel via webhooks - complete with Post, Get, Put, and Delete functionality as well as different auth options, custom headers, and query parameters!
Inbound Webhook Trigger:
Catch webhooks from external sources directly in Workflows to receive data like contact info, appointments, opportunities, and more!
What are Premium Triggers & Actions?
Are you looking to take your workflows to the next level? If so, you must check out Premium Triggers & Actions, now available in the Workflow builder!
LeadConnector (LC) Premium actions and trigger unlocks advanced capabilities such as connecting workflows to external systems or software - without using expensive third-party automation tools like Zapier, Integromat, or PabblyConnect.
With Premium Triggers & Actions, you can integrate systems like Slack and Google Sheets into a workflow and catch inbound webhook actions (Post requests) within the same process. Even better, you can pass the cost of rebill executions onto your client at your desired markup.
How does it work?
New Premium Triggers
Inbound Webhook
An Inbound Webhook is a powerful feature that enables an external system to send data to your CRM automatically. Whenever an event occurs in the external system, you can trigger a workflow in your CRM by sending an HTTP POST request to a specific URL associated with the trigger. This real-time data transfer capability enhances the functionality of your CRM by allowing it to integrate seamlessly with other systems.
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For more information, please refer to this article.
New Premium Actions
Google Sheets
The Google Sheets Premium Workflow Action is a powerful tool that allows users to automate various data management tasks within their Google Sheets documents. This feature enables you to create, update, delete, and look up rows in your spreadsheets without any complex third-party integrations. This helpful article will guide you through setting up and using the Google Sheets Premium Workflow Action to streamline your data management processes. For full details and use cases, please refer to this help article -
Slack Notifications
Workflow Slack Premium Action is an advanced communication feature designed to automate and streamline messaging within Slack, a widely-used team collaboration tool. This feature allows users to send targeted messages to specific users, private or public channels within their Slack workspace. A user-friendly interface and customizable options ensure effective communication by enabling users to set up and schedule notifications based on their needs.
The action offers three main events:
Sending a message to a user: Users can choose from four options to send a direct message to the right person: Assigned User, Custom Email, Internal User, or Slack User. Each option serves a unique purpose in determining the Message's recipient, ensuring accurate and efficient communication.
Sending a message to a private channel: Users can select a private channel within their workspace to send messages, which will appear as if sent manually by the User who created the Slack integration. This allows for secure communication within a select group of team members.
Sending a message to a public channel: Users can choose a public channel within their workspace to broadcast messages, making information accessible to all workspace members.
For full details and use cases, please refer to this article
Custom Outbound Webhook
The Custom Webhook - LC Premium Action is a powerful and flexible feature that enables real-time communication between your CRM system and third-party services. It allows you to configure and send custom data requests to specified URLs using different HTTP and authorization methods. This feature also supports adding headers, query parameters, and mapping custom values to create a tailored request structure that meets your needs. With autocomplete suggestions and user-friendly interfaces, the Custom Webhook streamlines data exchange and ensures accuracy in your workflows. However, it is crucial to consider API response success and server limitations when using this feature to prevent errors and disruptions in workflow execution.
For full details & use cases please refer to this article:
Date/Time Formatter
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 with different applications, database storage, or communication channels like email, SMS, or Slack. It also facilitates the comparison of dates to calculate the difference in days, simplifying date-related calculations and decision-making.
Please refer to this article for more instructions.
Number Formatter
The Number Formatter is a powerful tool designed to enhance your CRM experience by providing seamless number formatting capabilities. Effortlessly convert, standardize, and format numbers, currencies, and phone numbers to meet regional requirements. Unlock new levels of automation and personalization in your workflows, ensuring accuracy and consistency across your CRM. Elevate your business operations with the Number Formatter Premium Action, and enjoy a world of streamlined data handling and improved customer engagement.
This article has more information about this.
Workflow AI-Chat GPT
Introducing the Workflow AI Premium Action, a transformative tool that enhances your business processes by leveraging artificial intelligence. Seamlessly integrate AI into your workflows, utilizing the power of ChatGPT from OpenAI for a myriad of tasks, such as content generation, email crafting, and intent recognition. Unlock new dimensions of automation and personalization in your workflows, ensuring responsiveness and contextuality across your business operations. Elevate your business efficacy with the Workflow AI Premium Action, and experience a revolution in process automation and customer engagement. This Article covers more details.
