Sending FormWise AI Responses to HighLevel Workflows via Webhook

https://www.youtube.com/watch?pp=ygUQZm9ybXdpc2Ugd2ViaG9vaw==&v=8uN6IDvRBqkwww.youtube.com

This guide walks you through how to send AI-generated responses from your FormWise SmartForm directly into GoHighLevel (GHL) workflows using the Premium Webhook Trigger.

✅ Use Case: Automate AI-driven lead magnets, client onboarding, or follow-ups via email, SMS, or CRM updates in GHL.

---

🔧 Step 1: Create Custom Fields in HighLevel

Before integrating FormWise with HighLevel, you must create custom fields to store AI-generated responses and user inputs.

1️⃣ Go to HighLevel > Settings > Custom Fields

• Click “+ Add Custom Field”

• Create fields for AI responses & user inputs (e.g., “AI_Generated_Blog,” “User_Business_Name,” “Ad_Copy_Text”).

• Map the exact field names to what you’re collecting in FormWise.

⚠️ Important:

• DO NOT include apostrophes (') in SmartForm field names. HighLevel does not support apostrophes in custom fields, which will break the webhook mapping.

---

🔗 Step 2: Create a Workflow with a Webhook Trigger in HighLevel

1. In HighLevel, go to Automation > Workflows > Create Workflow.

2. Add a New Trigger and select “Webhook Received” (Premium Feature).

3. Copy the Webhook URL that HighLevel provides.

---

🛠 Step 3: Paste Webhook URL into FormWise & Send a Test Payload

Before HighLevel can process webhook data, you must send a test payload from FormWise.

1️⃣ Add Webhook to Your SmartForm in FormWise

• Open your SmartForm in the FormWise Builder.

• Click the ⚙️ Settings Button (bottom-left corner).

• Paste the HighLevel Webhook URL into the Webhook field.

• Click Publish to save your changes.

2️⃣ Send a Test Submission from FormWise

• Fill out your SmartForm and submit it with sample data.

• This sends a webhook payload to HighLevel with all SmartForm fields and AI-generated responses.

---

📥 Step 4: Pull in Webhook Payload & Map Fields in HighLevel

1. In HighLevel Workflow Settings, go to your Webhook Trigger.

2. Click “Fetch & Test” to pull in the payload from the FormWise test submission.

3. Save the workflow—GHL will now require you to map the webhook data to custom fields.

4️⃣ Map FormWise Data to HighLevel Custom Fields

• Map Name → GHL Contact Name

• Map Email → GHL Contact Email

• Map AI Response Fields → GHL Custom Fields (you must create these first in Step 1)

• Any SmartForm inputs from the user can also be stored inside the contact record in GHL.

---

📤 Step 5: Add Workflow Actions (Email/SMS Delivery, CRM Updates, etc.)

Now that your AI-generated responses and user data are stored in HighLevel custom fields, you can use them in workflow actions:

✅ Send AI Responses via Email – Insert AI-generated text directly into email templates. ✅ Send SMS with AI-Generated Copy – Populate SMS messages with SmartForm responses. ✅ Store AI Output in CRM – Keep AI-generated business plans, ad copy, or resumes inside GHL contact records. ✅ Trigger Automations – Move leads through sales pipelines based on AI-generated insights.

💡 Example Workflow:

1. User submits a FormWise SmartForm to generate AI-powered email copy.

2. AI response is stored in a custom field in HighLevel.

3. GHL automatically sends the AI-generated email copy to the lead.

---

⚠️ Important Disclaimers & Gotchas

❗️1. HighLevel Doesn’t Support Rich Text or Formatting

HighLevel custom fields strip all formatting. This means:

• No bold, no bullet points, no line breaks (in most cases), and no rich formatting.

• All content is stored in plain text only and rendered as markdown.

✅ FormWise Best Practice: In your prompt instructions, ask the AI to respond in plain text only. For example:

Instruction: Return the output as plain text, no formatting, no bullet points, no markdown.

This helps avoid broken formatting when GHL sends your AI response via email or SMS.

---

❗️2. DO NOT Use Raw Webhook Data in Workflow Actions

After pulling in the webhook and mapping fields:

• You must use the mapped custom fields in your email/SMS actions.

• Do NOT reference raw webhook fields directly—this may result in strange formatting, blank messages, or failed deliveries.

✅ Always use {{contact.custom_field_name}} in your HighLevel workflow messages to ensure clean delivery of AI and form data.

---

✅ You’re Ready to Launch

You’ve now successfully connected your FormWise SmartForm to your HighLevel workflow!