Here's a break down of the details of each Workflow Trigger & Action available within the Agency Management Workflow Actions.
IMPORTANT: All Agency Management Workflow Actions are Premium Actions that HighLevel will bill usage for. For more info on Premium Actions, see: https://help.gohighlevel.com/support/solutions/articles/155000001156-highlevel-pricing-guide#Premium-Triggers-&-Actions
List of Agency Management Workflow Triggers:
Triggers:
User Created (Trigger):
Adds a workflow trigger, and on execution, the Contact gets added to the workflow.
Filters include:
Email
First Name
Last Name
Location ID
Locations Assigned
Permissions
Phone
Phone Extension
Role
User Type
Location Created (Trigger):
Filters include:
Location Email
Location Name
Stripe Product ID
List of Agency Management Workflow Actions:
Assign User To Locations - Assign a user to Locations (Subaccount). This will add to existing assigned locations, it will not replace existing. You can provide either the user's email or user ID.
Update Location - Update a location by its ID.
Delete User - Delete a User by ID.
Update User - Update/edit a User by ID.
IMPORTANT: The password must be more than 8 characters including uppercase, lowercase, numbers and special characters. You can just type something into the "Password" field that meets these requirements. When your User logs in for the first time, HighLevel will present them with a "Set Your Password" screen - meaning that the password you set in this Workflow Action will not be used anywhere.
Create User - Create a new User and set their corresponding details and permissions.
IMPORTANT: The password must be more than 8 characters including uppercase, lowercase, numbers and special characters. You can just type something into the "Password" field that meets these requirements. When your User logs in for the first time, HighLevel will present them with a "Set Your Password" screen - meaning that the password you set in this Workflow Action will not be used anywhere.
Get User By Location And Email - Provide the Location ID the User is assigned to and their email, the action will return data of the User if it exists.
Get User by ID - Get a User by their ID.
Alternate Location: Update / Insert Custom Value - Update or create a Custom Value by its Field Key. The action will check if there's a Custom Field with the same Key in a specific Location. If one exists, it will update with the given Name and Value. If one doesn't exist, it will create a new Custom Value. You must provide the Location ID. If you just want to update the Custom Value for the same location as this workflow is hosted on, you can use the native GHL "Update Custom Value" workflow action instead.
For more details see: https://help.themarketerstoolkit.com/article/132/bulk-updating-custom-values-via-custom-values-to-upsert-bulk
Alternate Location: Get Custom Value - Get Custom Value by its Field Key on a specific Location.
Delete Location - Delete a location by its ID.
Create Location - Create a new Location. You can also enter a Snapshot ID to load a Snapshot into the Location when it is created. This will not create a "SaaS Mode-Enabled" Location.
NOTE: 'Create Location' may actually not return the Location ID, in which case, the 'Get Location by Prospect Email' action would be used to get the Location ID. That Location ID can then be used later to update Custom values, store in a contact's Custom Field for the location ID, etc.
Get Location By Prospect's Email - Get Location details via User Email. This will return "null" if there isn't a Location that exists using that User's email address.
Related Help Docs:
Overview: Agency Management (Beta)
Installation Guide: Agency Management (Beta) apps
Bulk Updating Custom Values via "Custom Values To Upsert (Bulk)"
Agency Management Workflow Actions: How To Create a New Location and New User
