GoHighLevel Triggers

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GoHighLevel triggers are internal conditional statements that say, “If X happens, do Y.” 

The platform allows for different parts of the platform, contacts, marketing, and scheduling to all work together.

Key Takeaways:

  • Triggers used to be its own separate module; however, now it’s contained within Workflows
  • Triggers are needed to connect the platform’s different features and tools
  • They are a core feature and available to all subscribers

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GoHighLevel Triggers Overview

GoHighLevel has different modules, which include the following:

  • Marketing
  • Scheduling
  • Reputation
  • Contacts

You need to use triggers to get the different modules to work together.

Triggers will create flows by using statements. One example would be to send a marketing email after a new lead has been added.

Types of GoHighLevel Triggers

Triggers are used to perform an action after an event has taken place.

Therefore, when setting up a trigger, you must select the event that will trigger the automation.

Here are some example events:

  • Added to campaign
  • Appointment
  • Birthday reminder
  • Call status
  • Contact DND
  • Contact tag
  • Custom date reminder
  • Customer booked appointment
  • Customer replied
  • Email events
  • Form submitted
  • Note added

After the event, you can select one of the following actions:

  • Add to a campaign
  • Add to notes
  • Assign to user
  • Add/update opportunity
  • Execute web hook
  • Remove assigned user

There are many other events and actions that you can also include, but these are the most popular features.

Remove assigned user

How to Set Up GoHighLevel Triggers

To set up your trigger is very straightforward; here is the step-by-step guide below:

  1. First, navigate to the sub-account where you want to create a trigger.
  2. On the left-hand side of the screen, click Automation.
  3. Then select the + Create Workflow button.
Set Up GoHighLevel Triggers
  1. If you already have a campaign, you can import it, start from scratch, or use a Recipe. Select the best option for you, then click + Create New Workflow.
Start from Scratch
  1. To create a trigger, you must first select the event by clicking on Add New Workflow Trigger.
Add New Workflow Trigger
  1. Choose the appropriate event from the list, and then click Save Trigger.
Appointment Status
  1. You’ll now have some options to name the trigger and set filters from the drop-down boxes.
  2. Once complete, select Save Trigger.
Save Trigger
  1. Now, you’ll need to set up your first action that will take place in relation to this trigger. To do this, select Add Your First Action.
Add Your First Action
  1. On the right-hand side of the screen, a variety of actions will appear for you to choose from. Select the right one for you to continue.
Email as the action
  1. Complete the setup for the created action.
  2. Then, click Save Action.
Save Action
  1. Adjust the toggle from Draft to Publish, and click the green Save button.
  2. Your triggers are now set up.
Duplicate GoHighLevel Triggers

How to Duplicate GoHighLevel Triggers

Previously, GoHighLevel had a Duplicate Trigger feature that made it easier to use one type of trigger multiple times.

However, since they’ve transitioned away from using a trigger module and placed them inside of Workflows, you no longer need this.

Instead, you can now use Recipes inside of the Workflow module.

These are pre-set Workflow templates that you can customize and save.

Here’s how to find and use them:

  1. From your agency sub-account, select Automations on the left-hand side of the page.
  2. Click + Create Workflow.
Duplicate GoHighLevel Triggers
  1. You can then scroll down and see the Recipes. Each will have a description; pick the most appropriate one. Then, select it, scroll to the top, and click + Create New Workflow.
Create New Workflow
  1. Once inside the Workflow, you can adjust it and use it. You don’t need to duplicate it; a new Workflow version will automatically be created after you save it.
Once inside the Workflow

Frequently Asked Questions

To set up a trigger, go to the sub-account where you’d like it > Select Automation > Click on + Create Workflow > Select either a Recipe or Start from Scratch > Choose your event > Add your action > Click Publish and Save.

Triggers are conditional actions that connect all of the different GoHighLevel modules together. For example, you can use a trigger to automate emailing someone who has just completed your form or survey.

All subscription plans allow you to create and use triggers. You can find them within the Automations module, which is a core feature of all subscription plans.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over fifteen years of experience in course development. Sam enjoys researching and experimenting with the latest tools in the industry. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about online course platforms. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.