How It Works
Trigger. Filter. Action.
Every GoHighLevel workflow, no matter how complicated it looks, is built from the same three building blocks. Something happens (the trigger). You optionally check a condition (the filter). Then something else happens automatically (the action).
The example on the right is a real pattern: a form comes in, GoHighLevel checks whether the contact is already tagged as a hot lead, and routes them down a faster or slower follow-up path accordingly.
The Full List
Every trigger, by category.
A trigger is the event that starts a workflow. 29 of them, grouped the way you'll actually reach for them.
Contact & CRM
Contact Created
Fires the moment a new contact record is added, from any source.
Contact Changed
Fires when any field on an existing contact record is updated.
Contact Tag Added / Removed
Fires when a tag is applied to or removed from a contact. The most-used trigger for segmenting workflows.
Birthday Reminder
Fires on the date in a contact's birthday field. Only works if that field is populated.
Custom Date Reminder
Fires on any custom date field, useful for renewals, contract anniversaries, or service due dates.
Note Added / Note Changed
Fires when a note is added to or edited on a contact record.
Task Added
Fires when a task is created against a contact.
Task Reminder
Fires when a task's due date or reminder time arrives.
Customer Replied
Fires when a contact responds inside an active workflow, so you can branch on a real reply.
Forms, Surveys & Engagement
Form Submitted
Fires the instant a GHL form is submitted. The most common entry point for lead-capture workflows.
Survey Submitted
Fires when a multi-step survey is completed.
Order Form Submission
Fires when a contact completes an order form for a product or service.
Trigger Link Clicked
Fires when a contact clicks a tagged link inside an email or SMS, lets you branch on intent.
Appointments & Calendar
Customer Booked Appointment
Fires the moment a contact books a slot through your calendar.
Appointment Status
Fires on any status change: confirmed, showed, no-show, cancelled, rescheduled.
Calls & Communication Events
Call Status
Fires on inbound or outbound call outcomes, answered, missed, voicemail. The trigger behind missed-call text-back.
Email Events
Fires on email engagement: opened, clicked, bounced, marked as spam.
Twilio Validation Error
Fires when a message fails carrier validation before sending, useful for catching A2P/10DLC failures.
Pipeline & Opportunities
Pipeline Stage Changed
Fires when an opportunity moves stages. The backbone of most sales-process automation.
Opportunity Status Changed
Fires when an opportunity is marked won, lost, or abandoned.
Stale Opportunities
Fires when an opportunity has sat in a stage longer than a set time threshold, built for catching leads going cold.
Payments, Facebook & Shopify
Invoice
Fires when an invoice is sent or paid.
Facebook Lead Form Submitted
Fires when someone submits a native Facebook or Instagram lead ad form.
Shopify: Abandoned Checkout
Fires when a shopper starts checkout but doesn't complete it.
Shopify: Order Placed / Fulfilled
Fire at each stage of a Shopify order lifecycle, for connected e-commerce accounts.
Membership & Courses
Membership New Signup
Fires when a contact subscribes to a membership.
Product / Offer Access Granted or Removed
Fires when access to a course or product is added or revoked.
Product / Category Completed
Fires when a contact finishes a course, or a category within it.
User Login
Fires when a member logs into your membership area.
The Full List
Every action, by category.
An action is what actually happens once a trigger fires and any filters pass. 58 of them, from a simple text message to a full AI-driven conversation.
Messaging
Send Email
Delivers a personalized email to the contact.
Send SMS
Sends a text message, the highest open-rate channel GHL has.
Send WhatsApp Message
Sends via WhatsApp where it's the preferred channel.
Send Facebook Messenger Message
Replies to or messages a contact on Facebook.
Send Instagram DM
Sends a direct message on Instagram.
Send GMB Message
Responds through your Google Business Profile messaging.
Send Live Chat Message
Responds to a website live-chat conversation.
Manual SMS / Manual Call Prompt
Flags a team member to reach out personally instead of automating it.
Voice & IVR
Make a Call
Auto-dials the contact.
Drop a Voicemail
Leaves a pre-recorded voicemail without ringing the contact's phone.
Gather Input on Call
Collects a keypress or response during an IVR menu.
Play Message (IVR)
Plays an audio message inside an IVR call flow.
Connect Call
Routes a live call to a specific user or number.
End Call
Terminates the active call.
Record Voicemail
Captures a voicemail message from the caller.
Contact & Record Management
Add / Remove Tag
Applies or strips a tag, the most common action for segmenting future workflows.
Update Contact Field
Writes a value into a standard or custom contact field.
Update Custom Value
Changes an account-level custom value used across workflows.
Add Note
Attaches a note to the contact's record.
Copy Contact
Duplicates a contact into another sub-account.
Delete Contact
Removes the contact record entirely.
Modify Engagement Score
Adjusts a contact's engagement scoring.
Add / Remove Contact Follower
Manages which team members see updates on a shared contact.
Set / Remove DND
Toggles Do Not Disturb, stopping further automated outreach.
Team & Task Assignment
Assign to User
Hands the contact to a specific team member for follow-up.
Remove Assigned User
Unassigns the contact from its current owner.
Add Task
Creates a to-do with a due date tied to the contact.
Send Internal Notification
Alerts your team, not the contact, that something needs attention.
Pipeline & Appointments
Create / Update Opportunity
Adds a new deal or moves an existing one to a different stage.
Remove Opportunity
Deletes an opportunity from its pipeline.
Update Appointment Status
Marks an appointment as rescheduled, no-show, or completed.
Generate One-Time Booking Link
Creates a single-use scheduling link for the contact.
Logic & Flow Control
If / Else
Branches the workflow based on a condition, the core building block of any real automation.
Wait
Delays the next step for a fixed time, or until a condition is met.
Split
Sends a percentage of contacts down a different path, for A/B testing sequences.
Go To
Jumps to a specific step, or into an entirely different workflow.
Add / Remove From Workflow
Enrolls or unenrolls a contact from a workflow, including 'remove from all'.
Goal
Marks a contact as having reached the outcome and exits any remaining steps.
Drip Mode
Releases enrolled contacts into the next step in controlled batches instead of all at once.
Math Operation
Runs a calculation on a numeric field or value.
Text Formatter
Reformats text, dates, or values before they're used downstream.
Custom Code
Runs JavaScript for logic the visual builder can't express.
AI
Conversation AI
Hands inbound replies to the AI bot to qualify or answer automatically.
AI Prompt
Generates dynamic, on-the-fly text via GPT for use later in the workflow.
Eliza AI Appointment Booking
Runs a fully conversational, AI-driven booking flow.
Reviews, Payments & Documents
Send Review Request
Triggers a review-request message, the single highest-ROI automation for local service businesses.
Stripe One-Time Charge
Processes a single payment through Stripe.
Send Invoice
Delivers a HighLevel-generated invoice to the contact.
Send Document / Contract
Sends a document or contract template for signature.
Marketing, Ads & Data
Add to Google Analytics
Syncs the contact event to Google Analytics.
Add to Google Ads Audience
Uploads the contact for ad targeting or exclusion.
Add / Remove Facebook Custom Audience
Manages Facebook ad audience membership.
Facebook Conversions API
Sends server-side conversion data to Facebook for ad tracking.
Send Webhook
Pushes data to an external app or automation tool.
Update Google Sheet
Writes a row or value into a connected spreadsheet.
Membership, Courses & Affiliates
Grant / Revoke Course or Offer Access
Adds or removes access to a course, product, or membership offer.
Grant / Revoke Community Group Access
Manages membership in a community group.
Manage Affiliate
Adds, updates, or moves a contact through the affiliate program and its campaigns.
Put It Together
3 recipes worth stealing.
The reference above is complete, but a workflow only earns its keep once it's combined into something that actually runs. Three of the highest-value combinations to start with.
Every unanswered call gets a text within seconds instead of silence. The single highest-ROI workflow for any business that takes phone calls.
See it built outLeads contacted within 5 minutes convert far more often than leads contacted an hour later. This is the workflow that guarantees the 5-minute window, every time.
See it built outTimed to land when the job is fresh but the customer isn't mid-task. Generates 5 to 10x more reviews than asking in person ever does.
See it built outCommon Questions
Questions worth asking.
Still have questions? The free systems review answers everything specific to your setup.
A trigger is the event that starts the workflow, a form submitted, a tag added, a call missed. A filter (GoHighLevel calls it an If/Else step) checks a condition and decides which path a contact takes. An action is what actually happens next, an SMS sent, a tag added, a task created. Most real workflows are trigger, then one or more filters, then a chain of actions.
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