GHL Workflow Actions Sidebar Now Shows the Right Shortcuts

Wait Action Enhancement: TikTok DM Replies  

What’s New:
Instead of continuing after a fixed delay, your workflow can pause until someone replies to your TikTok DM.

Where in GHL:
Found in Automation → Workflows using the Wait action after sending a TikTok DM.

Impact:
Your automation responds when someone actually joins the conversation, rather than after a timer runs out.

Recommended For:
Anyone using TikTok DMs to start conversations with potential customers.

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India Recurring Mandate Support for Affiliate Indian Signup Pages  

What’s New:
Supports recurring payment mandates for Indian affiliates, helping subscriptions comply with local banking requirements.

Where in GHL:
Available on Affiliate Program signup pages for users in India.

Impact:
Creates a smoother signup experience while reducing payment failures for recurring subscriptions.

Recommended For:
Agencies, SaaS businesses, and affiliate programs onboarding customers in India.

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Housecall Pro – More Workflow Actions & Triggers  

What’s New:
Adds new workflow triggers and actions for the Housecall Pro integration, giving you more ways to automate field service processes.

Where in GHL:
Inside Automation → Workflows when using the Housecall Pro integration.

Impact:
Expands automation possibilities between HighLevel and Housecall Pro, reducing manual work and improving operational efficiency.

Recommended For:
Home service businesses, field service companies, and agencies managing Housecall Pro clients.

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Email Services Dashboard for Agencies  

What’s New:
Introduces a centralized dashboard where agencies can monitor email services across their accounts.

Where in GHL:
Found in the Agency View under the new Email Services Dashboard.

Impact:
Makes it easier to monitor email health, identify issues, and manage deliverability from one place.

Recommended For:
Agency owners, support teams, and admins managing multiple client email services.

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Email Sequences Now Available in Beta Labs  

What’s New:
Introduces Email Sequences as a Beta Labs feature, providing another way to create structured email follow-up campaigns.

Where in GHL:
Enable it from Settings → Labs, then access Email Sequences after activation.

Impact:
Cuts down the time spent checking different areas just to see how your email services are performing.

Recommended For:
Marketers, agencies, coaches, and businesses running nurture campaigns or onboarding emails.

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Group Your Contacts by Source in Dashboards & Reporting  

What’s New:
Lets you organize contact reports based on where your leads originated.

Where in GHL:
Available within Dashboards & Reporting when viewing contact analytics.

Impact:
Makes it easier to compare lead sources and identify which marketing channels are producing the best results.

Recommended For:
Marketing teams, agency owners, and businesses tracking campaign performance across multiple lead sources.

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MMLite Adoption Banner in Conversations  

What’s New:
Displays a helpful banner inside Conversations to encourage users to adopt the new MMLite messaging experience.

Where in GHL:
Appears within the Conversations module for eligible accounts.

Impact:
Helps users discover and transition to MMLite while highlighting its benefits directly inside the messaging interface.

Recommended For:

Current HighLevel users exploring the latest messaging experience and teams preparing to migrate to MMLite. 

GHL has updated how the Workflow Actions Sidebar handles the Pinned and Recent sections. These shortcuts now check the object type of the workflow you have open before they appear.

That means Contact actions and triggers stay inside Contact workflows. Company-specific options stay inside Company workflows. If you’re building a workflow for a Custom Object, GHL only displays Pinned and Recent options that work with that object.

Previously, those shortcuts could follow you between different workflow types. For example, an action you recently used in a Contact workflow could appear in Recent while you were working inside a Company workflow. You could see the shortcut even though it wasn’t compatible with that workflow.

Your existing pins haven’t been removed. If a pinned action doesn’t apply to the workflow you’re currently building, GHL simply hides it. When you return to a compatible workflow, that pinned option can appear again.

This change only affects the Pinned and Recent areas of the Workflow Actions Sidebar. The full list of available actions and triggers below those sections was already filtering options correctly based on the workflow type, so that part of the Workflow Builder hasn’t changed.

When you’re building automations, every extra click and irrelevant option slows you down. The updated Workflow Actions Sidebar helps remove that friction by keeping Pinned and Recent shortcuts relevant to the workflow you’re actually working on.

This becomes especially useful when your GHL account uses more than one workflow object type. You might build a Contact workflow for lead follow-up, switch to a Company workflow, and then work with a Custom Object. Each workflow can require different actions and triggers. Seeing shortcuts from another object type only adds clutter.

The new filtering makes the Workflow Actions Sidebar more predictable. Instead of spotting a familiar shortcut, clicking it, and discovering it doesn’t belong in that workflow, you’ll only see Pinned and Recent options that are compatible with the current object type.

For agencies, that cleaner experience can become more valuable as workflow setups grow. Team members can move between different workflow types without having to remember which recent or pinned shortcuts work with each object.

This isn’t a major change to how GHL workflows operate. It’s a practical usability improvement. By filtering incompatible shortcuts before you select them, GHL makes it easier to focus on the actions and triggers that actually belong in the automation you’re building.

The Workflow Actions Sidebar automatically filters your Pinned and Recent actions and triggers based on the workflow object type you’re using. You’ll open a Contact, Company, or Custom Object workflow, access the actions or triggers sidebar, and review the shortcuts GHL makes available for that workflow.

There’s nothing you need to enable or configure. The filtering happens automatically as you move between workflow types. Here are the steps to review and use the updated Workflow Actions Sidebar in GoHighLevel.

• Access Workflows in GoHighLevel.
• Open the Triggers Sidebar in Workflow.
• Review Your Available Shortcuts.
• Select Your Trigger in Workflows.

To start, make sure you are logged in to the correct GoHighLevel sub-account.

• Start by logging in to the GoHighLevel sub-account where you want to build your automation.

1.1 Go to the main menu on the left side of your screen. Click Automation.

• This opens the Automation area where you can access and manage your GHL Workflows.

1.2 Open the Workflows section.

• This is where you’ll find your existing automations and the option to create a new Workflow.

1.3 Create a new Workflow.

• Starting a new Workflow gives you a clean setup for building your workflow from the beginning.

1.4 Click Start from Scratch.

• This opens a blank Workflow so you can add your triggers, RCS actions, and follow-up steps exactly where you need them.

• This is where you can review the Pinned and Recent options that GHL automatically filters for your workflow type.

2.1 Click the option to add a trigger inside the workflow.

• The sidebar will open and display the triggers available for the workflow you’re currently building.

2.2 Look at the Pinned and Recent sections in the Workflow Actions Sidebar.

• GHL automatically checks the workflow’s object type before displaying these shortcuts. You don’t need to change any additional settings.

• The Pinned and Recent sections now show shortcuts that are compatible with the object type of your current workflow.

3.1 Review the Recent section for actions or triggers you’ve recently used.

• Only compatible shortcuts should now appear. For example, Contact-specific options won’t be shown as Pinned or Recent shortcuts when you’re working inside a Company workflow.

• Once you find the trigger you need, you can select it and continue setting up your workflow as normal.

4.1 Choose the compatible action or trigger you want to use.

• GHL only displays compatible shortcuts in Pinned and Recent, helping you avoid selecting a trigger that doesn’t work with the current workflow type.

Remember, your incompatible pinned items haven’t been deleted. GHL simply hides them when they don’t apply to the workflow you have open. When you return to a compatible workflow, those relevant pins can appear again.

The updated Workflow Actions Sidebar works automatically, but there are a few things worth knowing as you move between different workflow types in GHL.

First, don’t worry if one of your favorite pinned actions suddenly disappears. GHL hasn’t deleted the pin. If that action isn’t compatible with the workflow object you have open, it’s simply hidden. Open a compatible workflow, and the relevant pinned option can appear again.

The same filtering applies to Recent items. If you recently used an action or trigger in a Contact workflow, don’t expect that shortcut to automatically follow you into a Company or Custom Object workflow. GHL now checks whether it belongs there before displaying it.

Also, remember that this update is specific to the Pinned and Recent sections. The complete list of actions and triggers was already showing options based on the workflow type, so you shouldn’t notice a change further down the Workflow Actions Sidebar.

A good habit is to pin the actions and triggers you use most often. You can still build a useful collection of shortcuts without worrying about incompatible pins cluttering every workflow type.

For agencies working across Contacts, Companies, and Custom Objects, that means you can keep using pins to save time while GHL handles the object-specific filtering in the background.

Small workflow improvements can make a noticeable difference when your team builds automations every day. The updated Workflow Actions Sidebar removes one of those little distractions by keeping your Pinned and Recent shortcuts relevant to the workflow you have open.

For agencies managing multiple GHL sub-accounts, this can help create a more consistent building experience. Your team may move between Contact workflows for lead nurturing, Company workflows for account management, and Custom Object workflows for more specialized processes. Now, the shortcuts they see are better matched to the job they’re doing.

That matters as your automation setup becomes more complex. Instead of teaching team members to ignore incompatible Pinned or Recent options, GHL handles the filtering before those shortcuts appear. There’s less clutter and less chance of someone trying to select an option that doesn’t belong in that workflow.

The Workflow Actions Sidebar update also makes pins more useful. You can continue pinning frequently used actions and triggers without expecting every shortcut to appear across every object type. GHL keeps those pins intact and shows them where they apply.

The result is simple: a cleaner Workflow Builder that helps agencies and their teams stay focused. It won’t completely change how you build automations, but it removes unnecessary friction as you work across different workflow types.

The Workflow Actions Sidebar update is a small change that solves a real annoyance inside the GHL Workflow Builder. Pinned and Recent shortcuts now match the object type of the workflow you’re actually building.

That means Contact actions stay with Contact workflows, Company actions stay with Company workflows, and Custom Object actions only appear where they’re compatible. You’re no longer presented with Pinned or Recent shortcuts that look useful but won’t work with the workflow you have open.

GHL also keeps your existing pins intact. If a pinned option doesn’t apply to the current workflow, it’s simply hidden until you return to a compatible workflow. The full list of actions and triggers remains unchanged because it was already filtering options correctly.

For agencies building more advanced automations, the improved Workflow Actions Sidebar should make moving between different workflow types cleaner and more predictable. There’s less clutter to sort through and less chance of choosing an incompatible shortcut.

Next time you’re building a Contact, Company, or Custom Object workflow, check your Pinned and Recent sections. You should now see a shorter, more relevant list that matches the automation you’re working on.