GoHighLevel Note Added Trigger Guide

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How to Use the GoHighLevel Note Added Workflow Trigger

The GoHighLevel Note Added workflow trigger lets you automate actions whenever a note is added to a record, in a way that can complement project tools like ClickUp for your broader processes. In this guide, you will learn how to configure the trigger, choose the right filters, and build workflows that respond instantly to new notes on contacts and opportunities.

This how-to article is based on the official GoHighLevel documentation for the Note Added trigger and walks you step by step through setup and usage.

What the GoHighLevel Note Added Trigger Does

The Note Added trigger in GoHighLevel is a workflow trigger that fires every time a new note is created for a record within your sub-account. You can use it to start or continue automation when team members add important information to contacts or opportunity cards.

Key capabilities include:

  • Triggering workflows when a note is added to a specific type of record.
  • Filtering by the record type associated with the note.
  • Combining with other workflow steps like notifications, tasks, or updates.

Where to Find the GoHighLevel Note Added Trigger

You configure this trigger inside the workflow builder of your GoHighLevel sub-account. The trigger is available in the standard list of workflow triggers.

  1. Log in to your GoHighLevel sub-account.
  2. Go to the Automation section.
  3. Select Workflows.
  4. Create a new workflow or open an existing one.
  5. Click Add New Trigger in the workflow.
  6. Choose Note Added from the trigger list.

Once selected, you can adjust the trigger filters to specify which notes should start or affect the workflow.

GoHighLevel Note Added Trigger Filters

The Note Added trigger in GoHighLevel includes a key filter that determines which notes cause the workflow to run. Understanding this filter is essential to avoid triggering unwanted automations.

Record Type Filter in GoHighLevel

The main filter for the Note Added trigger is Record Type. This defines the type of record that the note is associated with.

Available options for the Record Type filter include:

  • Any – Triggers whenever a note is added to any supported record type.
  • Contact – Triggers only when a note is added to a contact record.
  • Opportunity – Triggers only when a note is added to a pipeline opportunity card.

By default, the trigger may include all record types. Adjusting this filter helps ensure your workflow runs only when a note is added to the relevant records within GoHighLevel.

How to Configure a GoHighLevel Note Added Workflow

Follow these steps to configure a workflow that uses the Note Added trigger in GoHighLevel.

Step 1: Add the Note Added Trigger

  1. Open the workflow builder in your GoHighLevel sub-account.
  2. Click Add New Workflow or open an existing workflow.
  3. Click Add New Trigger.
  4. Select Note Added from the trigger options.

Step 2: Set the Record Type Filter

  1. Within the Note Added trigger settings, locate the Record Type filter.
  2. Click the dropdown menu.
  3. Choose one of the following, depending on your use case:
    • Any – If you want the workflow to run for notes on all available record types.
    • Contact – If the workflow should run only when a note is added to a contact.
    • Opportunity – If the workflow should run only when a note is added to an opportunity.

After setting the Record Type, the workflow will only trigger when a new note is added to that specific kind of record in GoHighLevel.

Step 3: Add Workflow Actions

Once the Note Added trigger is configured, add the workflow steps that should run after a note is created.

Common actions include:

  • Sending an internal notification to a team member.
  • Updating fields on the contact or opportunity.
  • Adding a task for follow-up.
  • Moving an opportunity to a different stage in the pipeline.

Use the standard workflow actions available in GoHighLevel to build the exact follow-up process you need.

Practical Use Cases for the GoHighLevel Note Added Trigger

Here are several practical ways to use the Note Added trigger in your GoHighLevel workflows:

  • Sales follow-up logging – Start a workflow every time a sales rep adds a note to an opportunity to ensure proper follow-up and accountability.
  • Support escalation – When a note is added describing a specific type of issue, use the workflow to notify managers or move the record to a special pipeline.
  • Team communication – Automatically alert team members via workflow actions when key notes are added to contacts they manage.

By combining the Record Type filter with targeted actions, you can create precise note-based automations in GoHighLevel.

Best Practices for Using GoHighLevel Note Triggers

To keep your automation reliable and manageable, follow these best practices when using the Note Added trigger in GoHighLevel.

Use Specific Record Types

Whenever possible, avoid leaving the Record Type filter set to Any unless you truly want all notes to trigger the workflow. Using Contact or Opportunity specifically helps prevent unnecessary automation runs.

Combine With Other Workflow Logic

While the Note Added trigger itself is simple, you can combine it with:

  • Conditions that check contact or opportunity fields.
  • Wait steps to delay actions after a note is added.
  • Branches that send different notifications based on record data.

This layered approach helps you build more intelligent workflows in GoHighLevel.

Document Your Automation Rules

Keep internal documentation for each workflow explaining:

  • Which Note Added trigger is used.
  • Which Record Type is selected.
  • What actions occur when a note is created.

This makes it easier for your team to maintain and update automations across GoHighLevel and other systems.

Reference and Further Learning

The configuration in this guide is based on the official GoHighLevel help documentation for the Note Added trigger. For the original reference, see the official article here: GoHighLevel Note Added Workflow Trigger.

If you want expert help designing advanced workflows, CRM architecture, or broader automation strategies that include GoHighLevel alongside other tools, you can learn more at Consultevo.

Conclusion: Automate Notes Effectively in GoHighLevel

The Note Added trigger is a simple but powerful way to respond immediately when your team records new information in GoHighLevel. By choosing the right Record Type filter, adding targeted workflow actions, and following best practices, you can turn every new note into a consistent, automated process that supports your sales, support, and communication workflows.

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