Systems & Automations
Build systems that follow up, organize leads, and keep your business running smoothly.
Systems Quick Picks
Start with a proven automation pattern and adapt it to your account.
Capture new leads and keep them warm automatically.
Let your calendar and reminders run on autopilot.
Recover missed appointments with smart follow-up.
Deliver a consistent welcome experience every time.
Re-engage cold leads and past clients automatically.
Request reviews at the right moment, every time.
Automations & Systems Guides
Step-by-step walkthroughs to help you design, test, and trust your automations in GoHighLevel.
How workflows work in GoHighLevel
Trigger vs workflow: what’s the difference?
How to use tags for automation
How to move opportunities through stages automatically
How to send emails and SMS in workflows
How to prevent duplicate messages
How to add internal notifications
How to build a missed call text-back
How to use forms and surveys in automations
How to troubleshoot a workflow that didn’t fire
Micro FAQ
How do I set up an automation?
Go to Automations, choose a template, customize triggers and actions, then activate.
Can I test workflows before activating?
Yes — use the built-in test/run feature to simulate events and verify actions.
Where can I get help if something fails?
Use Contact Support or check the troubleshooting guides in the Help Center.
Something didn’t trigger the way you expected?
We’ll help you debug your workflow.