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Overview: Workflow Extras (Beta)

Learn what the Workflow Extras app includes, and how to install it on your sub accounts.

By Client Success
September 4, 2024

The Workflow Extras app includes a set of premium workflow trigger(s) & actions that supercharge your sub accounts with advanced abilities not found in HighLevel's default workflow options.

INSTALLATION & SETUP:

You can find the steps to install and setup the Workflow Extras app when you are logged into your Toolkit account and click on the "Apps" menu: https://themarketerstoolkit.com/toolkit-actions/

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  1. Follow the rest of the steps below to complete the installation.Installing Workflow Extras:

Click the PURPLE button ("Install Workflow Extras Private App"), or the "Unlock & Install" button in your email invitation (if you got an email invite), Proceed to login using your HighLevel credentials, if required. In case you’re already logged in and want to change your HighLevel Account, go to https://app.leadconnectorhq.com/, logout, and login using the correct account.

If you're already logged in and your account is correct, proceed to Step 2.

  1. Choose any sub-account to install the Workflow Extras on.

  2. You will be prompted to enter the License Key that you can get from The Marketers Toolkit main website. Click on the link displayed during installation and it will open a new tab where you can generate your License Key and copy it.

    (If no link is displayed, then just click the "Generate License Key" button and copy the key. See screenshot at the top for reference.)


  1. Paste your License Key into the field then click "Verify and install". If successful, you will be redirected to that particular Sub-account.

    You will find a new Custom Menu Item at the bottom called "Workflow Extras".


  1. From here, you can open Workflows and you will find new options under the category "Workflow Extras" to use when you are building a Workflow. (Scroll to the bottom of the Workflow Triggers or Actions list.)

Workflow Extras - Trigger(s):

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Workflow Extra - Actions:

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Related Help Docs:

List of Workflow Extras

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