Rename Workflows from Listings Page Live!
Rename Workflows Directly from the Landing Page ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 24, 2024•1 min read
Workflows -- Multi-Select for Forms, Surveys, Contains Phrase, and Exact Match!
Workflows now support Multi-Select for Forms, Surveys, Contains Phrase, and Exact Match, allowing you to select multiple options that work as an "Or" functionality for easier and more flexible setup. ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 24, 2024•2 min read
New Workflow Action: Google Sheets Lookup Multiple Rows!
The new Google Sheets Lookup Multiple Rows workflow action allows you to search and extract multiple rows from Google Sheets based on specified conditions, providing more dynamic data handling capabil... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 24, 2024•2 min read
Media Attachments Now Available in Custom Values for Workflows
Media Attachments are now available in custom values for workflows! Previously, only the Message Subject and Message Body were accessible, but now you can include Message Attachments, providing greate... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 24, 2024•2 min read
Seamless Tag Renaming in Workflows!
Renaming tags in workflows now seamlessly updates the tag without triggering associated workflows, fixing the previous issue where renamed tags were removed and triggered "Removed Tag" workflows. ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 24, 2024•1 min read
Mini Map Live for Workflows
Mini Map for Workflows is now live, providing an enhanced overview of your entire workflow with new zoom support, pannable navigation, and revamped UI for a more intuitive and user-friendly experience... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 24, 2024•2 min read
WhatsApp x Workflow - WhatsApp Delivery Status in Workflows Live!
WhatsApp Delivery Status in Workflows is now live, allowing if/else conditions based on delivery status, holding contacts until status is received, enabling failover to SMS or Email, and automatically... ...more
RDT Platform Updates ,Highlevel Changelog SMS Messaging &Workflow Automation
June 24, 2024•2 min read
Allow Re-Entry Now Defaulted to "On" + Other Enhancements!
Based on data analysis showing that most users prefer the "Allow Re-Entry" setting turned on, new workflows will now have this setting enabled by default, with no changes to existing workflows, and it... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 23, 2024•2 min read
Restore Deleted Workflows Live
We've introduced a "Deleted" tab on the workflow list page where deleted workflows will be stored for 90 days, allowing Location and Agency admins to restore them with all original triggers, actions, ... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
June 23, 2024•2 min read
Split Testing in Workflows
Split testing is now available in workflows, emails, and funnels, allowing you to create multiple paths with different traffic allocation percentages. ...more
RDT Platform Updates ,RDT AI &Workflow Automation
April 30, 2024•2 min read
Stats View in the New Workflow Builder
ntroducing the new stats view feature! Now you can easily track and analyze communication statistics in your workflows ...more
RDT Platform Updates ,Workflow Automation
February 08, 2024•1 min read
Save Response Custom Webhook Action
By incorporating custom values into your automation workflows, you can create personalized experiences and optimize campaign outcomes. For further guidance, explore our help library's custom webhooks ... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
July 06, 2023•1 min read
Workflow Settings and History Upgrade
With streamlined options, improved timezone functionality, optimized message management, and comprehensive history tracking, we are confident these updates will streamline your workflow management. ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
July 05, 2023•1 min read
Premium Triggers and Actions - Number Formatter
We're introducing the Number Formatter, a premium workflow action that converts text inputs into numbers for easier comparison and if-else conditions with number operators. ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
May 17, 2023•1 min read
Workflow Action Update Custom Value
This powerful tool opens a world of game-changing possibilities for your business, allowing you to update custom values using custom fields within forms and more ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
May 17, 2023•1 min read
Workflow UI Enhancements
We're proud to present an awesome new layout for the workflow section. This is part of our ongoing project to ensure a consistent user interface (UI) across the entire platform. ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
May 02, 2023•1 min read
Custom Values for If/Else Condition in Workflows
Melanie from the RDT Solar Software CRM dev team provides a quick update on workflows. Now, users can add in if/else workflow conditions with custom values. This enhancement is aimed to help users use... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
November 24, 2022•1 min read
Delete Multiple Actions in Workflows
In this quick update from the RDT Solar CRM software development team, Melanie explains how they have made deleting multiple workflow actions easier in the workflow builder. Previously, users had to ... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
October 19, 2022•1 min read
Workflow Enhancements
In this quick update from Melanie on the dev team, she informs us about some great enhancements and updates that have been made to the RDT solar software CRM workflows. While there are no visual demon... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
October 06, 2022•1 min read
Workflows - If/Else Multiple Paths
In this quick update, Melanie from the dev team shares some exciting news about enhancements made to the If/Else Conditional workflow event in the Workflow Builder. You can now customize this event to... ...more
RDT Platform Updates ,Highlevel Changelog &Workflow Automation
September 16, 2022•1 min read
