About the Agency Action
Agency Actions for Workflows: Your Complete Solution for Automation and Management
Agency Actions for Workflows is specifically designed to empower agencies with streamlined workflows and advanced automation tools. With 29 versatile actions and 2 dynamic triggers, this app simplifies the management of users, locations, and workflows, enabling your agency to save time, enhance productivity, and deliver better results.
Showcased Actions for Enhanced Automation
1. Create, Get, Update, and Delete Locations: Manage location data with ease, ensuring your agency stays organized and efficient.
2. User Management: Create, update, get, or delete users effortlessly, keeping your records accurate and up to date.
3. Create Custom Values & Fields: Easily define and manage custom values or fields for tailored workflows that meet your agency’s unique needs.
4. Send Workflows Based on Specific Conditions: Trigger workflows dynamically based on tags, custom fields, or user-defined criteria to improve precision and automation.
5. Enable and Update SaaS: Seamlessly manage SaaS settings to ensure optimal performance and user accessibility.
6. Add Snapshot & Create Snapshot Share Links: Capture and share snapshots of key data for collaborative or archival purposes.
7. Advanced Workflow Management: Send workflows to locations or users based on conditions, such as tags or custom field existence, for detailed control over automation.
8. Get Location Token: Retrieve tokens to integrate with other tools or enable advanced security protocols.
Use Cases for Agencies
1. Comprehensive Location Management
Efficiently create, update, retrieve, or delete locations to maintain accurate records across your agency.
2. Advanced User Automation
Leverage user creation and management actions to build personalized workflows and improve client services.
3. Dynamic Workflow Triggers
Use conditional workflow actions to automate processes based on tags, custom fields, or location-specific data.
4. Tailored Workflow Execution
Customize workflow triggers with granular controls, targeting specific users or locations with precision.
Agency-Focused Support & Training
Support and Training Resources
We’re here to help! Explore our comprehensive training videos, user guides, and dedicated support channels to ensure your agency maximizes the potential of Agency Actions for Workflows.
Install Agency Actions for Workflows Today
With 29 robust actions and 2 powerful triggers, Agency Actions for Workflows is the ultimate tool for agencies aiming to simplify operations and scale their efforts. Install now to experience seamless integration, enhanced automation, and the only trusted support of Level Up Marketplace—the go-to partner for agency success.
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Installation & Integration Video
Custom Actions
Create Location
Get Location
Update Location
Delete Location
Get User
Delete User
Create User
Add Snapshot
Create Snapshot Share link
Update User
Create Custom Value
Get Custom Value
Update Custom Value
Delete Custom Value
Search User by Email
Enable Saas
Update Saas
Get Location Token
Create Contact
Get Custom Value By Name
Get Custom Field By Name
Update Contact Custom Fields
Get Workflow By Name
Send Workflow
Send Workflow Where Tag Exist
Send Workflow Where Tag Not Exist
Send Workflow Where Custom Field Exist
Send Workflow Where Custom Field Not Exist
Send Workflow where tag exists in any location
Agency Action
Agency end points for your workflow
Create users, create sub-accounts, add snapshots and enable SAAS all from your workflow builder in any sub-account. Get the agency action end points for all of your sub-account automations.
workflow actions
workflow triggers
agency endpoints
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Agency Hide Anything
Hide what you need from your sub-accounts
This app will allow you to hide anything you like from your sub-account so your users can't see it. You can also create location based hidden accounts to create settings unique to each location.
Location based
Simple setup
Growing features
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Agency knowledge Base
The biggest GHL knowledge base around
Over 1000 docs on how to use GoHigh Level. Plus, 700+ FAQ to search from, with over 50+ videos. All in 6 different languages with more coming soon.
50+ videos
6+ languages
700+ FAQ
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Agency Tool Tip
Onboarding on auto pilot
Show your users how to use the GHL platform with useful tours and quick tips for over 130+ pages of your GHL account. With expert show and tell videos included in the pop ups to support all.
50+ videos
130+ pages
200+ quick tips
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Dashboard Tool
Get any Metrics to your dashboard
Turn your sub-account dashboard in to something extra with custom KPI's. Collect all the data and metrics you need to impress your clients and give them peace of mind.
Custom Widgets
Workflow tracking action
Unlimited KPIs
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Date Tool
Get more from date fields
Calculate the difference between dates, add time to a date and reformat the date the time. Date values are so important across so many different GHL use cases. Make sure you're using the correct values for your fields.
Date difference
Add time to date
reformat
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Entertainment Tool
Add some personality to your account
Increase engagement for your sub-accounts with the entertainment tool. Source jokes, quotes and more to keep your engagement high.
Entertaining
Jokes
High engagement
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Finance Tool
Money tools for your sub-account
Moving in the world of finance? Cover every aspect you need with this free app.
Convert Currency
Exchange Rates
IBAN
Mortgage Calculator
Crypto price
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Other Contact App
More than one contact in workflow
The perfect app to trigger a workflow for another contact that holds a relationship in the CRM. Works perfectly for affiliate campaign's and LLMS
Find contact
Send Workflow
Add to contact
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Personlized Image Tool
Create memorable images
Create images that are personalised to include the name of a contact. Perfect to celebrate customer birthdays or to create unique certificates!
unlimited pictures
unlimited uploads
Workflow actions
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Places Tool
Get connected with the world
Working across multiple timezones? Use the time zone app to get up-to-date information from the contact time zone, compared to yours!
Time zones
Weather
Air quality
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QR Tool
Easily generate unique QR codes
Create a QR code for over 10 different action types. Design the QR codes and add your logo. Any size, any colour, any type - he QR builder tool can do it all
Unlimited QR codes
Styling options
Logo uploader
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Share Link Tool
Share instantly to social media
Create links that can share your content directly to your contact social media page. Create a viral campaign by sharing your campaigns to your clients friends.
Share to Facebook
Viral campaigns
Unlimited links
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Deep App Link Tool
Deep link to your favourite apps
Connect directly to your contacts through their favourite apps. Don't waste time sending your contacts to their browser to log in, go direct to the app.
10+ apps
sub pages connections
unlimited links
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Snapshot Onboarding
Update custom values quickly
Get your locations updated with forms that can update the custom values of your accounts. Your clients can't set up their accounts with these multistep forms.
Unlimited forms
Multi step forms
All elements needed
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Technology Tool
Check in your clients tech
Review your contacts websites, and follow up with detailed information about their tech and website, and how you could create something better for them.
IP look up
URL look up
Phone validation
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V Card Tool
Never be forgotten
Create dynamic V card links for your clients contacts. Share your information with a V card card that will say more about you then anyone else
Unlimited links
Dynamic links
Never be forgotten
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