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.
- 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
GoHighLevel Triggers Overview
GoHighLevel has different modules, which include the following:
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
- 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.
How to Set Up GoHighLevel Triggers
To set up your trigger is very straightforward; here is the step-by-step guide below:
- First, navigate to the sub-account where you want to create a trigger.
- On the left-hand side of the screen, click Automation.
- Then select the + Create Workflow button.
- 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.
- To create a trigger, you must first select the event by clicking on Add New Workflow Trigger.
- Choose the appropriate event from the list, and then click Save Trigger.
- You’ll now have some options to name the trigger and set filters from the drop-down boxes.
- Once complete, select Save Trigger.
- 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.
- 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.
- Complete the setup for the created action.
- Then, click Save Action.
- Adjust the toggle from Draft to Publish, and click the green Save button.
- Your triggers are now set up.
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:
- From your agency sub-account, select Automations on the left-hand side of the page.
- Click + Create Workflow.
- 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.
- 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.
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.