HighLevel and WhatsApp Business Cloud automations

Ready-made scenarios where HighLevel and WhatsApp Business Cloud work for you: pick one — a copy appears in your account and runs on its own.

109 scenarios

Messages from WhatsApp Business Cloud become HighLevel tasks
Chat messages turned into tasks
Saved chat messages become tasks
Turn WhatsApp Business Cloud messages into HighLevel tasks
Completed HighLevel tasks — posted to WhatsApp Business Cloud
Incident alerts — to everyone, everywhere at once
Cutting a release with a chat command
A booked meeting — a CRM task and a reminder
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Meeting notes turned into tasks and a summary
Automatic bug triage: priority, ticket, team alert
Which channel brings deals — a per-source breakdown in WhatsApp Business Cloud
Urgent tasks that don't stall
To-dos in your task list by voice from your messenger
Onboarding a hire from a form: chats, a task and access
Inbound leads scored, with alerts and draft replies for the hot ones
A morning task plan from HighLevel to WhatsApp Business Cloud
Customer-feedback triage with tickets — automatically
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Incoming messages routed to the right team
An idea from your notes into a ready plan to approve
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Book service appointments right inside chat
Manage tasks in plain language from chat
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Urgent tickets become tasks and an instant team alert
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Business card into your address book with one photo
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
Capture and route leads from every channel
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Client renewal reminders — ahead of time
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Re-engage stalled leads with a ready-made email
Error-log watch with automatic tickets
Collect client reviews and summarize them to chat automatically
A daily numbers summary — to chat and email
Jira epic health tracking with risk alerts
Ticket triage and escalation with response-time control
Automatic follow-ups on stalled deals
Failed-login detection with tickets and alerts
A client deck built from a call recording — automatically
A daily launch digest — with a task for each notable one
Data-quality watch that alerts only on real issues
Cross-tool task dependencies, reconciled every night
Score event RSVPs and route them to sales
To-do list straight from chat: type or speak — the task is saved
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Turn security-scanner findings into tasks — no duplicates
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Incident response — ticket, alert, and report in seconds
Manage HighLevel issues right from WhatsApp Business Cloud
Catch churning customers early: record updated, task created, team alerted
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Tasks and a recap email after a meeting — from one yes
Invoices from email into accounting, with approval
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
A daily goals report: what's on plan and what's behind
IT support in chat — answers from the base and tickets on their own
Route change requests by the rules — no manual triage
IT tickets by voice from Telegram — straight into HighLevel
Reorder recommendations from your stock table — automatically
A personal assistant in your messenger: email, calendar and tasks by voice
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
A personal assistant for calendar and tasks in a messenger
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Incoming lead sorting and routing — automatically
Support tickets turned into a prioritized engineering backlog
A pre-meeting brief: last notes, open tickets, recent changes
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Feedback from every channel into a prioritized queue
Lead verification, enrichment and sorting — automatically
Tester feedback triage: tickets, knowledge base and a reply to the author