GoHighLevel Workflow Estimate Triggers

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How to Use GoHighLevel Workflow Estimate Triggers

In this guide, you will learn step by step how to use estimate-based workflow triggers inside GoHighLevel to automate your sales follow-up. Even if you also use ClickUp or other project tools, setting up these triggers correctly in GoHighLevel will ensure your estimates automatically drive emails, tasks, and status updates without manual effort.

The instructions below are based on the official estimate trigger options available in the GoHighLevel workflows builder and show you how each trigger event behaves in real time.

What Are Estimate Triggers in GoHighLevel?

Estimate triggers in GoHighLevel are workflow starting points that fire when important events happen to an estimate in your account. These triggers allow you to automate messaging, pipeline movement, and internal notifications.

Currently, GoHighLevel offers four estimate-related trigger events:

  • Estimate Created
  • Estimate Viewed
  • Estimate Accepted
  • Estimate Rejected

Each of these trigger types can be used on its own or combined with workflow filters to precisely control when your automation runs.

Where to Find Estimate Triggers in GoHighLevel

To start working with estimate events in a workflow, navigate to the workflow builder in your GoHighLevel account. All estimate triggers are grouped under a single trigger type.

  1. Open your GoHighLevel account and choose the sub-account where you manage estimates.
  2. Go to Automation > Workflows.
  3. Create a new workflow or open an existing one.
  4. Click Add New Workflow Trigger.
  5. Select the trigger type related to estimates (as shown on the official documentation).

Once selected, the trigger configuration panel will allow you to choose among the four available estimate events.

GoHighLevel Estimate Trigger Events Explained

GoHighLevel Estimate Created Trigger

The Estimate Created trigger event in GoHighLevel fires whenever a new estimate is created for a contact. This trigger is ideal for automations that should start as soon as a proposal or quote is generated.

Typical use cases include:

  • Sending an immediate thank-you email confirming that the estimate has been generated.
  • Notifying your sales team in Slack or by SMS that a new estimate has been sent.
  • Adding the contact to a specific estimate follow-up sequence.

In the trigger settings, select the estimate trigger type and choose Estimate Created as the event. You can then add filters, such as estimate status, pipeline, or other fields, depending on the options available in your account.

GoHighLevel Estimate Viewed Trigger

The Estimate Viewed trigger event in GoHighLevel activates when the contact opens and views the estimate. This event lets you respond at the exact moment a prospect shows buying intent.

Common automations include:

  • Sending a follow-up email a few minutes after the estimate is viewed.
  • Creating a task for the sales rep to call the prospect.
  • Updating a custom field that tracks the last activity on the estimate.

To set this up, select the estimate trigger in the workflow, then choose Estimate Viewed. You can then define timing actions, wait steps, and messages that should run when the contact opens the estimate.

GoHighLevel Estimate Accepted Trigger

The Estimate Accepted trigger event in GoHighLevel runs when the contact accepts the estimate. This is a critical conversion point where you can move the contact from prospect to customer.

Recommended automations:

  • Move the opportunity to a “Won” or “Accepted” stage in your pipeline.
  • Send a confirmation email with next steps, onboarding instructions, or payment details.
  • Notify internal teams (fulfillment, onboarding, finance) that a new client is ready to be processed.

In your workflow, choose the estimate trigger and select Estimate Accepted. From there, stack your actions in the order you want them to occur immediately after acceptance.

GoHighLevel Estimate Rejected Trigger

The Estimate Rejected trigger event in GoHighLevel fires when a contact rejects the estimate. Using this trigger helps you capture lost deals and attempt to recover them with targeted communication.

Useful automations include:

  • Sending a short survey asking why the estimate was rejected.
  • Notifying the sales rep to follow up with a revised offer or clarification.
  • Updating pipeline stage to “Lost” and tagging the contact appropriately.

To use this trigger, select the estimate trigger type in your workflow, then choose Estimate Rejected. Configure any follow-up steps that help you learn from and potentially reverse rejections.

How to Configure Estimate Triggers in GoHighLevel

Once you have decided which estimate events to track, you can configure them in a single workflow or across multiple workflows in GoHighLevel.

Step-by-Step Setup in GoHighLevel

  1. Open the workflow you want to use for estimate automation.
  2. Click Add New Workflow Trigger.
  3. Select the estimate-trigger type from the list.
  4. In the event dropdown, choose one of the four options:
    • Estimate Created
    • Estimate Viewed
    • Estimate Accepted
    • Estimate Rejected
  5. Add any filters you need to narrow when the trigger fires (for example, specific pipelines or statuses if available).
  6. Save the trigger configuration.
  7. Below the trigger, add actions such as send email, send SMS, create task, update opportunity, or move pipeline stage.
  8. Turn the workflow status to Publish or On so the triggers become active.

Best Practices for GoHighLevel Estimate Workflows

To get the most from estimate triggers in GoHighLevel, follow these best practices when designing your workflows.

  • Use separate workflows for each event: Keep an individual workflow for created, viewed, accepted, and rejected events when you need clear reporting and simpler logic.
  • Add delays where needed: For viewed events, add short wait steps before sending follow-ups so messages feel natural and not robotic.
  • Keep communication personal: Use contact merge fields, estimate details, and clear next steps in all emails and SMS.
  • Align with your sales pipeline: Ensure estimate acceptance and rejection triggers update opportunities to the right stages so your reporting stays accurate.

Testing Your GoHighLevel Estimate Triggers

Before relying on these automations, you should thoroughly test your workflows in GoHighLevel.

  1. Create a test contact with your own email address.
  2. Generate a test estimate linked to that contact.
  3. Trigger each event manually:
    • Create a new estimate to test the “created” event.
    • Open the estimate link to test the “viewed” event.
    • Accept the estimate as the contact to test the “accepted” event.
    • Reject the estimate to test the “rejected” event.
  4. Monitor workflow history and logs to verify that each trigger fires correctly.
  5. Adjust timing, messages, and filters based on your test results.

Additional Resources for GoHighLevel Users

You can review the original documentation about estimate triggers directly on the GoHighLevel help portal here: Official GoHighLevel estimate trigger guide.

If you need broader strategy support, automation design, or account build-outs around GoHighLevel, you can also work with specialists at Consultevo for done-for-you implementations.

By correctly configuring these estimate triggers in GoHighLevel, your team can respond instantly when prospects interact with proposals, close more deals, and keep your pipeline and communication fully synchronized—without extra manual work.

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