What’s new?

You can now use Opportunity Owners and Opportunity Followers as conditions in If/Else workflow branches. This enhancement lets you route contacts based on whether an opportunity has assigned owners or followers, removing a previous limitation where these fields were not available for branching logic.

How it works

When an If/Else step evaluates an opportunity, it can now check the Opportunity Owners and Opportunity Followers fields. The workflow will route contacts down the appropriate branch based on the condition you configure.

How to use it

• Add or edit an If/Else action in your workflow.
• Select Opportunity Owners or Opportunity Followers as the condition field.
• Configure your condition and save the workflow.

Why we built it

Customers often assign owners and followers to opportunities as part of their sales and account management processes. Until now, workflows could not branch based on these assignments. This update makes it easier to automate routing, notifications, and follow-up actions using opportunity ownership data.

Simple use case example

• Route opportunities to a dedicated follow-up sequence when an Opportunity Owner has been assigned.

Additional notes

• Available in If/Else workflow conditions.
• Supports both Opportunity Owners and Opportunity Followers fields.
• Conditions are evaluated using the owners and followers currently assigned to the opportunity at the time the workflow reaches the If/Else step.
• Existing workflows are unaffected unless these new conditions are explicitly configured.

Preview

What’s new?

You can now use Opportunity Owners and Opportunity Followers as conditions in If/Else workflow branches. This enhancement lets you route contacts based on whether an opportunity has assigned owners or followers, removing a previous limitation where these fields were not available for branching logic.

How it works

When an If/Else step evaluates an opportunity, it can now check the Opportunity Owners and Opportunity Followers fields. The workflow will route contacts down the appropriate branch based on the condition you configure.

How to use it

• Add or edit an If/Else action in your workflow.
• Select Opportunity Owners or Opportunity Followers as the condition field.
• Configure your condition and save the workflow.

Why we built it

Customers often assign owners and followers to opportunities as part of their sales and account management processes. Until now, workflows could not branch based on these assignments. This update makes it easier to automate routing, notifications, and follow-up actions using opportunity ownership data.

Simple use case example

• Route opportunities to a dedicated follow-up sequence when an Opportunity Owner has been assigned.

Additional notes

• Available in If/Else workflow conditions.
• Supports both Opportunity Owners and Opportunity Followers fields.
• Conditions are evaluated using the owners and followers currently assigned to the opportunity at the time the workflow reaches the If/Else step.
• Existing workflows are unaffected unless these new conditions are explicitly configured.

Preview

What’s new?

We’ve added a new toggle in the Workflow Builder that lets you open the common HighLevel sidebar directly from within workflows. This gives you quick access to other products, tools, and pages without leaving the builder. You can also use the keyboard shortcut Cmd+ (Mac) or Ctrl+ (Windows) to quickly show or hide the sidebar.

How it works

Use the toggle in the top-left corner of the Workflow Builder to show or hide the standard HighLevel navigation sidebar. The same action can be triggered using the keyboard shortcut. When enabled, the familiar HighLevel sidebar appears, giving you seamless access to other areas of the platform.

How to use it

• Open any workflow in the Workflow Builder.
• Click the sidebar toggle in the top-left corner or press Cmd+ (Mac) / Ctrl+ (Windows).
• Use the sidebar to navigate to other HighLevel products or pages.

Why we built it

Users switch between workflows and other areas of HighLevel while building automations. This update reduces navigation friction, improves accessibility, and brings a more consistent experience across the platform.

Additional Notes

• The sidebar can be shown or hidden at any time.
• Keyboard shortcut: Cmd+ (Mac) / Ctrl+ (Windows).
• This is a navigation enhancement only and does not affect workflow execution.
• The experience matches the common sidebar used across other HighLevel products.

Preview

What’s new?

You can now select TikTok Interactive Messenger as a reply channel in the Wait → Until the contact replies workflow action. This enhancement allows workflows to pause and resume based on a contact’s reply through TikTok DMs.

How it works

When a workflow reaches a Wait Until the Contact Replies step, you can choose TikTok Interactive Messenger under Reply to. The workflow will continue only after the contact responds through TikTok DM.

How to use it

• Add a Wait action to your workflow.
• Select Until the contact replies as the wait type.
• Choose TikTok Interactive Messenger in the Reply to field.

Why we built it

Businesses using TikTok for customer engagement need reply-based automation across all messaging channels. This update brings TikTok DMs into the same workflow experience, making it easier to build conversational automations and follow-up sequences.

Simple example

A fitness studio sends a TikTok DM inviting prospects to claim a free trial. The workflow waits for a reply through TikTok Interactive Messenger before sending the next message or assigning the lead to a team member.

Additional Notes

• Available in the Wait → Until the contact replies workflow action.
• Supports replies received through TikTok Interactive Messenger.
• Workflows resume automatically once a valid TikTok DM reply is received.

Preview

Based on the response we received we have added a multiple actions and triggers for Housecall Pro.

What’s new?

The Housecall Pro integration in Workflows now spans the full field-service lifecycle. Nine triggers — covering jobs, estimates, leads, and customers — and fourteen actions across customer, job, estimate, lead, and job-appointment management let home service businesses react to operational events and drive Housecall Pro from any workflow.

How it works

All triggers poll Housecall Pro on a fixed cadence: creation events (Job created, Estimate created, Lead created, Customer created) every 5 minutes, and schedule, finish, and cancel events (Job scheduled, Job finished, Job canceled, Estimate scheduled, Estimate finished) every 10 minutes. Actions cover the full CRUD surface for customers and customer addresses, full job and job-appointment management, estimate creation and retrieval, and lead creation and retrieval. Authentication is API key — connect once, target multiple accounts via the Connected Account dropdown.

How to use it

• In Workflows, add a Housecall Pro trigger or action.
• Click Connect your account; in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro → My Apps → Go to App Store → API Key Management → Generate API Key with Full Access).
• For triggers: optionally Add filters to scope by customer, tag, employee, or any captured field; then Find new records to capture a sample payload.
• For actions: fill required fields (varies by action — most need a customer or object ID); Test Action to validate.
• Save and publish.

Simple example

A homeowner submits a ‘Request a Quote’ form on the website. The workflow creates the matching Housecall Pro lead via Create a lead, pings dispatch with the lead context, and tags the CRM contact. Two days later, the office books an estimate visit — Estimate scheduled fires and the workflow sends the customer a reminder with the technician’s ETA. The technician completes the estimate; Estimate finished fires and the workflow sends the customer a link to review and approve the quote. Once approved, the workflow uses Create a job to spin up the job, and the cycle continues through Job scheduled, Job finished, and the post-service follow-up.

Additional Notes

• Triggers (9): Job created (5 min), Job scheduled (10 min), Job finished (10 min), Job canceled (10 min), Estimate created (5 min), Estimate scheduled (10 min), Estimate finished (10 min), Lead created (5 min), Customer created (5 min). All polling.
• Actions (14): Create new customer, Get customer details, Update a customer, Find customers, Get a customer address, Create a customer address, Create a job, Get job details, Create a job appointment, Update a job appointment, Create an estimate, Get an estimate, Create a lead, Get a lead.