THE ARTICLE INDEX
Read the workflow fieldnotes.
Reply gates, business hours, CRM actions and permission before enrollment.
THE READING ROOM
Fieldnotes for the next step.
01 / Reply gates
A reply should change the rest of the workflow
Make a response invalidate pending reminders, rather than simply adding another event to the CRM.
Read article ↗02 / SchedulingBusiness hours must be checked after the wait
A sequence enrolled during office hours can still become ready overnight. Gate each message at execution time.
Read article ↗03 / CRMA GoHighLevel channel and a workflow webhook are different paths
Choose the integration surface deliberately, including beta status, history scope and the action used by the workflow.
Read article ↗04 / EnrollmentA list trigger needs permission before the first message
Keep contact provenance and initiation rights beside the workflow, with a visible stop control.
Read article ↗