Master GoHighLevel Workflow Actions

If you use ClickUp or other project tools to plan automations, understanding how workflow actions work inside GoHighLevel is essential. This guide walks you step-by-step through every workflow action available in GoHighLevel so you can design reliable automations that support your marketing, sales, and service processes.

The instructions below are based on the official GoHighLevel documentation and organized so you can quickly find each action, understand what it does, and know when to use it.

Getting Started With GoHighLevel Workflow Actions

Workflow actions in GoHighLevel are the building blocks of your automations. Each action performs a specific task such as sending a message, updating a record, or branching logic based on conditions.

Before building complex workflows, open the workflow builder in your GoHighLevel account and locate the actions panel on the right side. From there, you can drag actions into the canvas and configure them in sequence.

Below is the complete list of actions grouped into logical categories so you can map them to your processes efficiently.

Core Messaging Actions in GoHighLevel

These actions control how you communicate with contacts from inside a workflow.

GoHighLevel Email and SMS Actions

• Send Email – Sends an email to the contact using a template or custom content. Configure subject, body, and from address.
• Send SMS – Sends a text message to the contact’s phone number. Use this for quick alerts, confirmations, or follow-ups.
• Send WhatsApp – Sends a WhatsApp message when connected. Helpful for regions where WhatsApp is preferred.
• Send Internal Notification – Sends an internal notification via email, SMS, or in-app to team members about workflow activity.

GoHighLevel Call and Voicemail Actions

• Call – Triggers a phone call to the contact using connected telephony. Ideal for outbound call sequences.
• Voicemail Drop – Leaves a pre-recorded voicemail when the call is not answered, saving manual calling time.

Timing and Control Actions in GoHighLevel

Use these actions to control when and how often steps run inside your workflows.

GoHighLevel Wait and Delay Controls

• Wait – Pauses the workflow until a time condition is met (for example, wait 1 day or wait until a specific date/time).
• Wait for Event – Pauses until a defined event occurs, like an appointment status change or a form submission.

Limits and Workflow Management

• Remove from Workflow – Immediately stops the contact from continuing in the current workflow.
• Stop All Workflows – Removes the contact from every workflow they are in, useful when a deal is closed or a goal is reached.
• Go To – Jumps the contact to another workflow step, allowing non-linear paths inside a single workflow.

Contact and CRM Management Actions in GoHighLevel

These actions update contact records, opportunities, and related CRM data automatically.

Update Contact Record

• Update Contact – Edits fields on the contact record such as name, phone, email, or custom fields.
• Add Tag – Adds one or more tags to the contact for segmentation or reporting.
• Remove Tag – Removes tags when they are no longer relevant.
• Add to Workflow – Adds the contact to another workflow, allowing you to chain automations.
• Remove from Other Workflow – Takes the contact out of a specified workflow while they continue in the current one.

GoHighLevel Opportunity and Pipeline Actions

• Create Opportunity – Creates a new opportunity in a chosen pipeline and stage, usually when a lead first enters your funnel.
• Update Opportunity – Moves the opportunity to a different stage, updates status, or modifies associated data.
• Move to Pipeline/Stage – Sends the opportunity to another pipeline or specific stage as the contact advances.

Appointment and Calendar Actions in GoHighLevel

Use these actions to automate appointment-based workflows.

• Add to Calendar – Creates an appointment record on a specific calendar when certain conditions are met.
• Update Appointment Status – Changes the appointment status (for example, confirmed, no-show, completed) based on contact behavior.
• Remove from Calendar – Cancels or deletes an existing appointment structured by the workflow.

Conditional Logic in GoHighLevel Workflows

Conditional actions let you branch the workflow based on logic, events, or data values.

If/Else Logic and Conditions

• If/Else – Splits the workflow into true/false paths based on conditions such as tags, fields, or previous actions.
• Webhook Received – Lets the workflow react when data comes in via a webhook from another system.
• Has Tag / Field Value – Evaluates whether a contact has specific tags or field values to follow separate branches.

GoHighLevel Goal and Event-Based Logic

• Goal – Monitors whether a contact meets a defined goal (for example, a purchase or booking). When reached, the workflow can skip ahead or end.
• Event Triggered Paths – Uses events like page visits or form submissions to route contacts into different follow-up sequences.

Task and Team Workflow Actions in GoHighLevel

These actions help you coordinate internal tasks and handoffs for your team.

• Create Task – Generates a task for team members with due dates and descriptions, often triggered by lead status changes.
• Assign to User – Assigns the contact or opportunity to a specific user so ownership is clear.
• Round Robin – Distributes leads or tasks across multiple team members evenly.
• Internal Form Submission – Submits internal forms automatically, helpful for standardized internal processes.

Special and Advanced GoHighLevel Actions

Use these actions for more advanced or specialized automation behavior.

• Webhooks – Sends data to external systems using HTTP requests, ideal for integrating with apps that are not natively connected.
• Execute Workflow – Calls another workflow directly, so you can reuse standard sequences across multiple automations.
• Add to Campaign – Places the contact into a legacy campaign sequence where applicable.
• Remove from Campaign – Removes the contact from a legacy campaign when they no longer fit.

How to Choose the Right GoHighLevel Action

When designing a workflow, decide what you want to happen at each step, then choose the action that matches that outcome.

1. Identify the goal of the step (notify, update, wait, or branch).
2. Select the messaging, CRM, timing, or logic action that fulfills that goal.
3. Configure the action details such as templates, fields, tags, or pipeline information.
4. Test the workflow with a sample contact to verify the action behaves as expected.
5. Monitor live runs and refine the sequence based on real contact behavior.

Where to Learn More About GoHighLevel Workflows

For the official reference of workflow actions, see the original documentation at this GoHighLevel workflow actions list. It is updated when new features are added.

If you want strategic help designing high-converting, automated systems that fully use GoHighLevel workflows, you can explore consulting resources at Consultevo.

By understanding and combining these workflow actions correctly, you can turn GoHighLevel into a central automation engine for your leads, clients, and internal team processes.

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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