Workflow Extras - The Marketer's Toolkit for Go High Level
Included with Agency Pro

Workflow Extras

The missing workflow actions for GoHighLevel

Timezone lookups, text processing, and name-based lookups for your calendars, forms, surveys, funnels and quizzes – dropped straight into the GoHighLevel workflow builder. Build what you pictured without bolting on Zapier or a webhook.

When the workflow needs one thing GoHighLevel can't do.

You hit a wall mid-build and reach for Zapier or a webhook to cover it. Then a snapshot rebuild hardcodes every calendar and form ID, and the whole thing quietly breaks on the next deploy. Name-based lookups fix that, and they run inside the workflow itself.

Without it
GHL Workflow needs a timezone
Z Send to Zapier / webhook
⏱ Wait on the third-party run
! Hardcoded ID dies on rebuild

Extra subscription, added latency, and a snapshot that no longer survives a redeploy.

With Workflow Extras
GHL Workflow needs a timezone
+ One native action node
✓ Looked up by name, not by ID

No external service in the chain. Name-based lookups keep the snapshot portable, so it still works after a redeploy.

Every action, grouped by what it actually does.

These live where you already work. Open a workflow, click the plus, and search the action name under Workflow Extras. No external service sits in the chain.

Find them at Automation → Workflows → + Add action → Workflow Extras

Text & String

SpintaxRandomise message variations from spintax syntax. Up to 3 inputs per action.
Text TransformRecase text to UPPER, lower, Title or Sentence. Up to 3 inputs, each with its own target case.
RegexMatch a pattern against text and pull the first result. Up to 3 pattern and input pairs.

Timezone

Zipcode to TimezoneReturn the IANA timezone for a US zip code, ready to schedule follow-ups in the contact's local time.
Areacode to TimezoneMap a phone area code to its timezone. No zip code needed, no API key.

Contact

Get Next AppointmentPull a contact's next upcoming appointment, filtered by calendar, assigned user or status.
Update Contact FieldsWrite up to 3 standard or custom field values on a contact in a single step.
Upsert Contact in Alternate LocationCreate or update a contact in another sub-account by email or phone, syncing name, tags and fields.

Name-based Lookups

Get Calendar by NameResolve a calendar by name in this location, or in an alternate sub-account. Exact or fuzzy.
Get Form / Survey by NameResolve a form or survey to its ID by name, current or alternate location, across paginated results.
Get Funnel / Quiz by NameResolve a funnel or quiz by name, current or alternate location. Exact or fuzzy matching.

Custom Objects

Delete Object RecordRemove a custom object record by its ID and object key.
Find Object Record by ContactFind a custom object record linked to a contact through a property field.
Sync Form Attachments to Object FieldCopy file attachments from a form submission straight into a custom object field.

One menu, no IDs

Grouped under Workflow ExtrasEvery action above sits together in the action menu, named for the job it does.
Name in, ID outLookups take a human name and hand back the ID the next step needs. Nothing hardcoded.
Snapshot-safeBecause nothing is pinned to an ID, the workflow keeps running after a snapshot rebuild.
Where to find them: Every Workflow Extras action is grouped under Workflow Extras in the workflow action menu.

The details that keep these actions from breaking on you.

Four things that run underneath every action and quietly take the fragility out of your automations.

Exact and fuzzy matchLook up calendars, forms, surveys, funnels and quizzes by name, even with a slight spelling slip.
Cross-locationMost lookups ship an alternate-location variant, so one workflow can reach into any sub-account.
Batch inputs, 3 per actionSpintax, Text Transform and Regex each take up to 3 inputs, so you ship fewer steps.
Timezone intelligenceTurn zip codes and phone area codes into IANA timezones on the fly, ready for a Wait step.

Six automations you can ship without leaving GHL.

Each one used to need an external tool or a fragile hardcoded ID. Now it's a node in the workflow.

Timezone-aware scheduling

Send reminders at the right local time from the contact's phone area code, with no manual timezone field.

  1. Run Areacode to Timezone on the contact's phone
  2. Store the result in a custom field
  3. Use that field in a Wait step for the delay

Message variations

Stop sending the same wording twice across a follow-up sequence with Spintax.

  1. Write a spintax template: {Hey|Hi|Hello} {{contact.first_name}}
  2. Run the Spintax action for a fresh variation
  3. Pass the output into Send Message

Booking by calendar name

Let a contact pick a service by name in a form, then auto-book the right calendar even if the spelling is off.

  1. Capture the service name from the form
  2. Run Get Calendar by Name with fuzzy match
  3. Pass the returned ID into the booking action

Cross-location lead mirror

Copy a new contact into a partner sub-account so both teams can follow up on their own.

  1. Trigger on a new contact in Location A
  2. Run Upsert Contact in Alternate Location to Location B
  3. Carry across email, phone, name and tags

Input validation with Regex

Check phone numbers, postcodes or custom formats from a form before anything downstream fires.

  1. Capture the field value from the submission
  2. Run Regex with your validation pattern
  3. Branch: continue if valid, flag it if not

Appointment-aware follow-ups

Check for a confirmed upcoming appointment before a re-engagement sequence, so you never nudge an active lead.

  1. Run Get Next Appointment, filtered to confirmed
  2. Branch on the exists output
  3. Only send re-engagement when exists is false

Build the automation you actually pictured.

Workflow Extras is one of the apps included in The Marketer's Toolkit Agency Pro plan. The Help Center walks you through every action, input and output – from your first name-based lookup to a workflow that survives a snapshot rebuild.

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