Check out the latest Go High Level workflow updates like adding notes in webhooks and timezones!
In this video, we are going to cover recent Go high level workflow updates,
including how to add the notes inside of web hooks and triggers,
and also how to add add the time zone fields when you are using them.
So let’s get started.
So the first update that was done has
to do with notes, and this has been a huge request from the community.
So I am inside of a workflow, and I’m just going to click on Add Workflow trigger.
And now I can actually trigger on when a note is added to a contact.
Oh, my God. Are you kidding me?
Are you kidding me?
You can even filter it by tag or no tag.
So that’s how you add the new brand new no added trigger.
Go have fun with that. Okay.
Now the other thing that you can do is you
can actually go in here in any of the it’s added as a new merge field now.
So in any action that you want to add, you can actually go into the custom values
and you can click on the note description right here.
So it’s note body in brackets.
And you can actually include that in any
of the communications, the emails, text or sales team notes, or automation,
because you can also put it in the web hook body.
Oh, my God. Are you kidding me?
So I’m going to go ahead and save this out.
And I have lots of videos on how to do web hooks.
But basically what that means is you’re
going to execute the web hook inside of the workflow, and then you’re going
to grab it and zap your whatever platform that you use,
and it’s going to be actually added in the Web hook body as a note.
So if you want to extract the information, you want to put it in a spreadsheet,
put it in an email, or save it in some kind of customer
database externally, you can now do that when those are added into the account.
I think this is going to help your sales team tremendously.
Okay, now if you don’t already have
the ability to do the web hooks and you need an account, check the description
below to get a free 30 day trial of the agency pro.
Okay, now the other thing that was added as well at the same time,
they kind of stuck it in here would be the time zone right here.
So now you can actually add the merge
field time zone as well into anything that you want to do within the action section.
So those are the major updates don’t forget to like and subscribe so you don’t
miss any future videos from me and grab your free trial here.
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0:36 Notes added trigger
01:12 Note body Custom Value
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