Triggers:
Outbound Message: This allows you to trigger a workflow based on an outbound message being sent to a contact.
You can filter by Contact ID, Conversation ID, or Message Type.
Contact ID Filter Operators:
Conversation ID Operators:
Message Type Operators:
Actions:
AreaCode To Timezone (US-Only): Lookup the timezone for a given US Area Code.
This will allow {{contact.phone}} to be used in the "Area Code" field, and it will automatically extract the area code from the phone number!
it will handle the following formats thrown:
(956) 962-1613
9569621613
+18182104118
19569621613
956
ZipCode To Timezone (US-Only): Lookup the timezone for a given zip code.
*Note: You will need to enter your own Google API key to use this Workflow Action.
ChatEmbed Trigger Typing Indicator: Set the ChatEmbed to “typing” or “idle” state.
Note: "ChatEmbed" is a Toolkit feature coming soon that works with GHL's Chat Widget.
Alternate Contact: Update Fields - Update the Custom Fields for a different contact not related to this workflow, but in the same Location/Sub Account.
Next Appointment - Lookup the next appointment for the contact in a specific calendar name. Useful when you need information from the contact's next booked appointment. For example, if you wanted to map the values of that contact's next appointment to any Custom Fields (ie title, notes, resource, date/time). This could also be combined with the Set Event Start Date action to orient the workflow around the fetched next appointment date.
Regex - You can use the Regex workflow action to modify any text source from Trigger data, Custom Fields, or Custom Workflow Actions returned data. Regex (short for Regular Expressions) lets us do that quickly! It’s kind of like a super-smart search tool that we can use in our workflows to make sure everything is sorted just the way we need it.
With RegEx, there are 3 functions:
Test = return 'true' if regex found the given criteria.
Match = return the captured text/string with the given criteria.
Replace = replace the captured text with another. (We will add this function in a future update.)
Currently, our Regex Workflow Action will run the 'Test' and 'Match' functions.
You can use these, and other, 3rd party tools to help you create and test your RegEx patterns for the Workflow Inputs 1-3:
https://regex101.com/
https://workik.com/ai-powered-regex-generator
Text Transform - Transform the given sentences to lowercase, uppercase, camelcase, snakecase, etc. Note: There is a new FREE text transform workflow action that transforms text similarly, there are a few situations where this might still be a better choice, so please compare before using.
Spintax - Enter a sentence and use the Spintax template to randomize / swap certain words. It will round-robin the provided words / sentences. Example Template: We have [[ an offer | a promotion | a special offer for you ]] today with a 30% [[ off | less ]] discount for all [[ items | products ]]. Each time the Action runs, it will generate a randomized set of chosen words based on what you’ve entered.
