GoHighLevel Documentation

Automation & Workflows

14 guides — step-by-step instructions, troubleshooting and setup documentation.

Automate Manual Calls in GoHighLevel Workflows: An Expert Guide

To add a Manual Call Action to a GoHighLevel workflow, navigate to **Marketing → Workflows**, create or edit a workflow, then add **+ Action → Manual Actio

5 min read1,276 wordsRead →

Mastering GoHighLevel Trigger Links: A Complete Guide

beginner

To create and use Trigger Links in GoHighLevel, go to **Marketing → Trigger Links** and click **Create Trigger Link**. You will then integrate these links

6 min read1,344 wordsRead →

Mastering GoHighLevel Triggers: Automate Your Business Actions

beginner

To create and activate a new Trigger in GoHighLevel, navigate to **Automation → Triggers** from your sub-account dashboard, then click **+ Create Trigger →

3 min read742 wordsRead →

Automate New Lead Notifications (Email/SMS) in GoHighLevel

beginner

To set up new lead email or SMS notifications in GoHighLevel, go to **Automation → Workflows**. Create a new workflow with a "Contact Created" trigger, the

3 min read792 wordsRead →

How to Duplicate Triggers in GoHighLevel for Faster Automation

beginner

To duplicate a trigger, go to **Automation → Triggers**, locate your desired trigger, click the **three dots menu**, and select **Duplicate**. This process

3 min read796 wordsRead →

Automate Birthday Reminders: Set Up a Workflow in GoHighLevel

beginner

To set up an automated Birthday Reminder Workflow in GoHighLevel, go to **Automation → Workflows**. Create a new workflow, then add the **Birthday Reminder

3 min read745 wordsRead →

Mastering Exact Match & Contains Phrase Workflow Triggers in GHL

beginner

To configure a workflow trigger with exact match or contains phrase logic, go to **Automation → Workflows**. Select an existing workflow or create a new on

5 min read1,285 wordsRead →

Your Complete Guide to GoHighLevel Workflow Triggers

beginner

To find GoHighLevel workflow triggers, navigate to **Automation → Workflows**. Create a new workflow or edit an existing one, then click **Add New Workflow

3 min read797 wordsRead →

Automate Stale Opportunities with GoHighLevel Workflows

beginner

To automate actions for stale opportunities, go to **Automation → Workflows → Create new workflow**. Add the **Stale Opportunity** trigger, define your 'st

5 min read1,179 wordsRead →

How to Add a Custom Audience Trigger in GoHighLevel Workflows

beginner

To add a Custom Audience Trigger in GoHighLevel, go to **Automation → Workflows**. Select your workflow, then click **Add New Workflow Trigger** and choose

3 min read814 wordsRead →

Pre-Plan Holiday Promotions with GoHighLevel's Custom Date Trigger

beginner

To pre-plan holiday promotions using a custom date trigger, go to **Automation → Workflows** and add a 'Custom Date' workflow trigger. This setup allows yo

4 min read880 wordsRead →

Automate Bookings with Positive Intent in GoHighLevel

beginner

To automate bookings using Positive Intent in GoHighLevel, you must set up an **AI Conversation** bot and connect it to a **Workflow** that triggers a book

6 min read1,466 wordsRead →

Automate Customer Reply Triggers with Zapier and Conditions

beginner

To set up advanced customer reply triggers in GoHighLevel using Zapier, create a **Workflow** in GoHighLevel that sends a webhook to Zapier when a contact

5 min read1,150 wordsRead →

Automate Actions with the Stripe One-Time Charge Trigger

beginner

To set up the Stripe One-Time Charge trigger, go to **Automation → Workflows** and create a new workflow. Add the trigger and configure its settings to mat

4 min read888 wordsRead →

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