HighLevel Workflow Triggers – Complete List and How to Use Each
HighLevel Workflow Builder triggers are the events that start an automation. The most commonly used triggers: Contact Created (any new contact), Form Submitted (specific form), Appointment Scheduled, Appointment Status Changed (Showed/No-Showed/Cancelled), Tag Added, Opportunity Stage Changed, Missed Call, Customer Replied, Invoice Sent, and Payment Received. Each trigger has configurable filters – ‘Tag Added’ can be filtered to fire only when a specific tag is applied, not any tag. Triggers are set at the beginning of every workflow in Workflow Builder.
Contact and Lead Triggers
Contact Created fires when any new contact is added to the sub-account – through form submission, manual creation, import, or integration.
Form Submitted fires when a specific form receives a submission. Filter to a specific form to avoid running the workflow for every form in the account.
Survey Submitted fires when a contact completes a survey. Opportunity Created fires when a new deal is added to a pipeline.
Calendar and Appointment Triggers
Appointment Scheduled fires when any new appointment is booked – or filter to a specific calendar.
Appointment Status Changed fires when an appointment status is updated. Filter to specific statuses – ‘Showed’ triggers the review request; ‘No-Showed’ triggers the re-engagement sequence.
Appointment Cancelled fires when an appointment is cancelled – useful for immediately offering a reschedule.
Communication Triggers
Missed Call fires when an inbound call to an LC Phone number goes unanswered – the foundation of the Missed Call Text Back automation.
Customer Replied fires when a contact sends any inbound message – SMS, email, or chat. Filter to channel type to handle each channel with a different workflow.
Email Opened and Email Link Clicked are engagement triggers – useful for timing follow-up actions based on whether a contact interacted with a sent email.
Pipeline and CRM Triggers
Opportunity Stage Changed fires when a deal moves to a specified stage – the trigger for stage-automated review requests, task creation, and team notifications.
Tag Added fires when a specific tag is applied to a contact – the connective tissue between workflows, allowing one workflow to hand off to another by applying a tag.
Note Added and Task Status Changed provide activity-level triggers for workflows that respond to team member CRM actions.
Payment and Invoice Triggers
Invoice Sent fires when an invoice is generated and sent to a contact.
Payment Received fires when a payment is recorded – triggering post-payment thank-you sequences, onboarding workflows, or review request automations.
Order Submitted fires when an e-commerce store order is placed – enabling post-purchase follow-up sequences for product-based businesses.
Using Trigger Filters
Every trigger can be filtered to narrow the contacts that enter the workflow.
‘Form Submitted’ can be filtered to only the Contact Form – not all forms. ‘Tag Added’ can be filtered to only the ‘New Lead’ tag – not all tags.
Precise trigger filters prevent contacts from entering the wrong workflows – the most common cause of unexpected automation behavior.
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