Using Custom Objects in GoHighLevel

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Using Custom Objects in GoHighLevel Workflows

If you are moving processes from ClickUp or other project tools into your CRM, learning how to use custom objects in GoHighLevel workflows is essential. Custom objects let you model complex relationships beyond standard contacts, opportunities, and accounts so your automations can mirror real-world business logic.

This guide walks through how to use custom objects in workflow triggers and actions, following the features described in the official GoHighLevel help documentation.

What Are Custom Objects in GoHighLevel?

Custom objects in GoHighLevel are user-defined data structures that let you store and relate information specific to your business. Instead of forcing everything into contacts or opportunities, you can create tailored records such as:

  • Subscriptions or memberships
  • Projects, tickets, or jobs
  • Orders, invoices, or line items
  • Events, sessions, or bookings

These objects can then be connected to contacts and other records so they become available in automations, pipelines, and reporting.

Why Use Custom Objects in GoHighLevel Workflows?

Using custom objects in GoHighLevel workflows lets you automate around more precise business events. For example, you can:

  • Trigger automation whenever a custom object is created, updated, or deleted.
  • Send emails or SMS messages based on custom object status or fields.
  • Move pipeline stages or update related records when object conditions change.
  • Build nested logic that responds to the relationships between contacts and custom objects.

This creates a more flexible CRM that adapts to your specific business processes.

Prerequisites Before Using Custom Objects in GoHighLevel

Before adding custom objects to GoHighLevel workflows and triggers, make sure you have:

  • Admin or sufficient permissions to manage custom objects and workflows.
  • At least one custom object already created in your account schema.
  • Defined relationships between custom objects and contacts or other core records.

The details of creating and defining custom objects live in the schema and developer tools of your GoHighLevel account.

How to Use Custom Objects as GoHighLevel Workflow Triggers

You can start workflows based on events that occur on custom objects. This allows you to react instantly to changes in your structured data.

Step 1: Open the GoHighLevel Workflow Builder

  1. Navigate to Automation in your GoHighLevel account.
  2. Click Workflows.
  3. Create a new workflow or open an existing one where you want to add a custom object trigger.

Step 2: Add a Custom Object Trigger

  1. Click Add New Trigger at the top of the workflow.
  2. From the trigger type list, look for options related to custom objects (for example, events like Custom Object Created, Updated, or Deleted).
  3. Select the appropriate trigger that matches the custom object event you want to respond to.

Step 3: Configure Custom Object Trigger Conditions

After selecting the custom object trigger, refine what should actually start the workflow.

  1. Choose the specific custom object type from the dropdown schema list.
  2. Apply any filters available, such as:
  • Field-based conditions (status, amount, date, stage).
  • Relationship conditions (linked contact, account, or record).
  • Event type (create only, update only, or all events).

These settings ensure your GoHighLevel workflow fires only for the exact situations you care about.

Step 4: Map the Contact (If Required)

Many workflows in GoHighLevel are contact-centric. When triggering from a custom object, you often need to associate a contact so actions like emails or SMS can be executed on the right person.

  1. In the trigger configuration, look for a field such as Associated Contact or Linked Record.
  2. Choose which custom object field holds the reference to the contact (for example, a contact ID or relationship link).
  3. Save the trigger setup.

How to Use Custom Objects in GoHighLevel Workflow Actions

Once your workflow has started, you can reference and manipulate custom objects using workflow actions.

Step 1: Add an Action That Supports Custom Objects

  1. Inside the workflow, click the + icon to add an action below any existing step.
  2. Select an action type compatible with custom objects, such as:
  • Update Custom Object
  • Create Custom Object
  • Delete Custom Object
  • If/Else conditions using custom object fields

Step 2: Select the Target Custom Object

Each action must know which custom object record it is affecting.

  1. Choose the custom object type (for example, Subscription or Order).
  2. Set how the record should be located:
  • Use the custom object that triggered the workflow.
  • Use a related custom object linked to the current contact.
  • Use explicit ID or field-based lookup, where available.

Step 3: Configure Field Updates or Logic

After choosing the object, specify what the action should do.

  • Set or update individual fields (status, dates, amounts, tags).
  • Change associations (link to a different contact or parent object).
  • Use dynamic values from the workflow context or other objects.

This allows GoHighLevel workflows to keep your custom object data synchronized with your automations.

Using Custom Objects in GoHighLevel If/Else Conditions

Conditional logic is where custom objects become especially powerful inside GoHighLevel automations.

  1. Add an If/Else step in your workflow.
  2. Choose custom object fields or relationships as the condition source.
  3. Define rules such as:
  • “If custom object status is ‘Active'”
  • “If total amount is greater than a certain value”
  • “If the custom object is linked to a specific pipeline stage”

Depending on the outcome, contacts and records can move through different branches of your automation.

Best Practices for GoHighLevel Custom Objects

To build maintainable and reliable automations with custom objects, follow these practices:

  • Name clearly: Use descriptive names for custom objects and fields to avoid confusion later.
  • Document relationships: Keep a schema diagram or notes that show how objects and contacts connect.
  • Limit complexity: Start with simple relationships and workflows, then expand as you validate results.
  • Test extensively: Use test records to ensure triggers and actions behave as expected before going live.

Troubleshooting Custom Object Workflows in GoHighLevel

If your workflow is not behaving correctly when using custom objects, check the following:

  • Confirm the correct custom object type and event are selected in the trigger.
  • Verify that the relationship between the custom object and the contact is properly set.
  • Review filters or conditional logic that might be too restrictive.
  • Test with a fresh custom object record that clearly meets all conditions.

You can compare your configuration against the official documentation at this GoHighLevel help article to make sure you follow all supported options.

Next Steps and Additional Resources

Once you understand how to use custom objects in GoHighLevel workflows and triggers, you can extend automation into more advanced use cases like multi-step approvals, billing flows, or multi-level project management.

For strategic implementation guidance, schema planning, and CRM automation consulting, you can explore resources at Consultevo, which specializes in marketing technology optimization.

As GoHighLevel continues to expand custom object capabilities, regularly review the official documentation and update your workflows to take advantage of new trigger and action types. This ensures your CRM remains aligned with evolving business processes and remains a central source of truth for all your structured data.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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