Get everything you need to manage and grow your restaurant

Workflows & Automations

Automate Tasks - Save Time - Grow Faster

Welcome to a new era of Workflows in HighLevel!

The new Advanced Workflow builder delivers a beautiful free-form, drag and drop experience with a suite of new capabilities like the ability to connect multiple Triggers anywhere in the flow!

Workflows

In HighLevel, Workflows are automated systems that perform actions based on triggers — like sending emails, creating tasks, or moving contacts through pipelines.

They’re part of HighLevel’s Automation Engine, which lets you replace manual steps in your business (like follow-ups or tagging leads) with smart, hands-off processes.

Triggers

Triggers are the starting point — the “if this happens…” part.

Triggers tell the workflow when to start running.

  • Form Submitted

  • Appointment Booked

  • Tag Added

  • Purchase Made

  • Pipeline Stage Changed

Triggers tell the workflow when to start running.

Actions

Actions are the "then do this...." steps that happen after a trigger fires.

  • Send Email or SMS

  • Add to Campaign

  • Create/Update Opportunity

  • Wait X days/hours

  • Add or Remove Tag

  • Notify via Email/Slack

  • Webhook (to connect with external systems)

You can chain mulitple actions to acreate complesx sequences

“When someone submits a form ➜ send a thank-you email ➜ wait 2 days ➜ send a follow-up SMS ➜ move the lead to qualified stage"o ‘Qualified Lead’ stage.”

Common Use Cases

Here are a few automation ideas you can build in your GHL account:

💬 Lead Nurture

Trigger: Form submitted - Action: Send welcome email → Wait 1 day → Send follow-up text → Assign to sales rep

🗓️ Appointment Follow-Up

Trigger: Appointment booked - Action: Send confirmation → Wait 24 hrs → Send reminder → Add to “Consult Scheduled” pipeline stage

🛍️ Order or Purchase Automation

Trigger: Order submitted (from Store or Funnel) - Action: Send receipt → Tag customer → Notify fulfillment team → Request review after 7 days

🎓 Course / Onboarding

Trigger: Course enrollment or tag added - Action: Send login email → Wait 1 day → Send “Getting Started” video → Check completion tag

Analytics

Each workflow has built-in stats show how many Contacts in each step, what the Conversion rate is. Any errors or failed messages.


This helps you see how well your automation performs and where people drop off.

Ready to Take Your Agency To The Next Level?

©GhlNZ | All Rights Reserved 2025 | Made With ♥ by SME Marketing and Sales

New Zealand's First All-In-One Software Platform

Disclosure - I am an independent entity from HighLevel. I am not an agent or employee of HighLevel and have no authority to make binding contract or represent HighLevel. I receive referral payments from HighLevel. The opinions expressed here are my own and shall NOT be interpreted or considered as representations, guarantees, or statements made by HighLevel Inc or any of its subsidiaries, agents, or assigns - When signing up for a subscriptions you will be directed to the HighLevel official website and your support will be through HighLevel . Additional support in the form done-for-you services, offers and third party add ons will be through GhlNZ. All VA support and hiring is done through Outshore directly.

This website is approved by HighLevel including logo and colours. No replication of the website, logo, colours or name unless you have prior consent by contacting us.

©GhlNZ | All Rights Reserved 2025 | Made With ♥ by SME Marketing and Sales

New Zealand's First All-In-One Software Platform

Disclosure - I am an independent entity from HighLevel. I am not an agent or employee of HighLevel and have no authority to make binding contract or represent HighLevel. I receive referral payments from HighLevel. The opinions expressed here are my own and shall NOT be interpreted or considered as representations, guarantees, or statements made by HighLevel Inc or any of its subsidiaries, agents, or assigns - When signing up for a subscriptions you will be directed to the HighLevel official website and your support will be through HighLevel . Additional support in the form done-for-you services, offers and third party add ons will be through GhlNZ. All VA support and hiring is done through Outshore directly.

This website is approved by HighLevel including logo and colours. No replication of the website, logo, colours or name unless you have prior consent by contacting us.