HighLevel Workflow Triggers and Actions List

Starts on, before or after the date in a contact's birthday field, using an offset you choose.

Starts when a contact field you pick changes, optionally only to a specific value.

Starts as soon as a new contact record exists in the sub-account.

Starts when Do Not Disturb is switched on or off for a contact, overall or per channel.

Starts when a chosen tag is added to, or removed from, a contact.

Starts relative to a date stored in a custom field, such as a renewal or anniversary.

Starts when someone writes a new note on a contact.

Starts when an existing note on a contact is edited.

Starts when a task is created on a contact record.

Starts when a task reaches its reminder time, including overdue tasks.

Starts when a task on a contact is marked done.

Starts when a contact's engagement score meets the rule you set.

Starts when an outside system sends data to the unique URL the trigger gives you.

Runs on a clock you set, with no contact needed, for recurring housekeeping or reports.

Starts from a call log that matches your filters, such as busy, cancelled, voicemail, completed or not answered. Missed call text back is built on it.

Starts on what happens to a sent email, such as opened, clicked, bounced, unsubscribed or marked as spam.

Starts when a contact replies on a channel, with optional filters for phrases, tags, intent and reply channel.

Starts when a HighLevel form is submitted, optionally only for chosen forms or answers.

Starts when a HighLevel survey is submitted, with filters for the survey and answers.

Starts when a contact clicks one of your tracked trigger links.

Starts when a contact views a page on one of your funnels or websites.

Starts when a lead comes in from a connected Facebook Lead Ad form.

Starts when a lead comes in from a connected TikTok lead form.

Starts when a lead comes in from a connected LinkedIn lead gen form.

Starts based on how much of a video a contact has watched.

Starts from the result of HighLevel's check on whether a phone number can receive SMS.

Starts when an outbound text comes back undelivered with one of the listed error codes.

Starts once a call transcript is ready, for Voice AI, IVR and LC Phone calls.

Starts when a contact uploads a document through the Client Portal.

Starts when a new email lands in a connected mailbox, from a known contact or a new sender.

Starts when someone on your team sends a message to a contact.

Starts when an appointment is booked or its status changes, such as confirmed, cancelled or no-show.

Starts when a contact books themselves into one of your calendars.

Starts when a new opportunity is added to a pipeline.

Starts when fields on an opportunity are updated.

Starts when an opportunity's status is updated, for example to won or lost.

Starts when an opportunity moves into a stage you pick.

Starts when an opportunity has sat untouched for the number of days you set.

Starts in a company-based workflow when a new company record is added.

Starts in a company-based workflow when fields on a company record change.

Starts when a learner finishes a category inside a course product.

Starts when a learner finishes a whole course product.

Starts when a contact is given access to a course offer.

Starts when a contact loses access to a course offer.

Starts when a contact is given access to a course product.

Starts when a contact loses access to a course product.

Starts the first time a contact signs up for or buys a membership offer, product or community group.

Starts when a member logs in to the legacy course portal.

Help Center labels this for the legacy portal.

Starts when a certificate has been issued to a learner.

Starts when a member is given access to a community group.

Starts when a member loses access to a community group.

Starts when a member is let into a private channel inside a group.

Starts when a member is removed from a private channel but stays in the group.

Starts when a member moves up or down a level on a group's gamification leaderboard.

Starts on any incoming payment, with filters for source, product, transaction type and status.

Starts after an order is placed through a one-step or two-step order form, handy for upsells.

Starts when an order form is submitted, whether or not a payment follows, so it suits earlier lead capture.

Help Center has a separate article comparing this with Order Submitted.

Starts when an invoice changes status, for example when it is sent or paid.

Starts on subscription lifecycle events, such as a new subscription, a trial turning active, or a cancellation.

Starts when a payment is refunded, with filters for amount and where it came from.

Starts when an estimate is sent, accepted or declined.

Starts when a customer enters a coupon at checkout.

Starts when a purchase completes with a coupon.

Starts when a coupon hits its maximum number of uses.

Starts when a coupon passes its end date.

Starts when a shopper leaves a checkout unfinished, in a HighLevel store or a connected external store.

Starts when a customer leaves a review on a store product.

Starts when a store order is placed, with filters such as cart value.

Starts when a connected Shopify store reports an abandoned cart.

Starts an IVR call flow when someone calls the IVR number. Needs LC Phone.

Starts when someone comments on a connected Facebook Page post.

Starts when someone comments on a connected Instagram post.

Adds a new contact record from data the workflow already has.

Looks up an existing contact by a field such as email, phone or a custom field.

Writes a value into a standard or custom field on the contact.

Puts one or more tags on the contact.

Takes one or more tags off the contact.

Makes a team member the contact's owner, with optional weighted round robin across users.

Clears the contact's assigned owner.

Marks the contact's conversation read or unread, or archives or unarchives it.

Turns Do Not Disturb on or off for the contact, for all channels or chosen ones.

Writes a note onto the contact record.

Creates a task for a team member, attached to the contact when there is one.

Copies the contact into another sub-account.

Deletes the contact from the sub-account.

Raises, lowers or sets the contact's engagement score.

Adds team members as followers of the contact so they see its activity.

Removes followers from the contact.

Merges duplicate contacts into one surviving record from inside a workflow.

Records a call made in another calling tool, optionally with its recording, on the contact's conversation.

Sends an email to the contact from a template or one written in the action.

Sends a text message to the contact.

Posts a message to a connected Slack workspace channel or user.

Calls the assigned user (or the company phone) first, then connects them to the contact.

Help Center lists a separate text-to-speech charge for the optional call whisper.

Drops a pre-recorded voicemail on the contact's phone.

Sends a Facebook Messenger message to the contact.

Sends an Instagram direct message to the contact.

Creates a to-do for a team member to send a text by hand, shown under Manual Actions.

Creates a to-do for a team member to call the contact by hand.

Replies to the contact through Google Business Profile messaging.

Alerts your team by email, in-app notification, SMS or WhatsApp.

Sends the contact a request to leave a review.

Hands the conversation to a Conversation AI bot inside the workflow.

Uses a Conversation AI booking bot to offer times and book the contact in.

Runs a Messenger conversation with buttons and quick replies, often after a post comment.

Runs an Instagram DM conversation with buttons and quick replies, often after a post comment.

Posts a public reply under the contact's Facebook or Instagram comment.

Sends a WhatsApp message, free-form or from a pre-approved template.

Checks whether the WhatsApp service window is open before you send a free-form message.

Shows buttons inside a Live Chat conversation that send the visitor down the path they pick.

Posts a private team comment in the conversation, with @mentions. The contact never sees it.

Emails the contacts associated with a company or custom object record.

Sends contact and workflow data to a URL in another system.

Sends a fully configurable HTTP request, with your own method, headers, auth and body.

Creates, looks up, updates or clears rows in a connected Google Sheet.

Writes or updates many spreadsheet rows in one step instead of one row at a time.

Splits the workflow into branches based on conditions you define.

Pauses the contact for a set time, until a date, or until a condition or event happens.

Lets a contact jump ahead to a later step once they hit a goal, such as booking or paying.

Sends contacts down different paths at random by percentage, for A/B tests.

Sends a contact down every branch whose conditions match, one after another.

Repeats a set of actions once for each item in a list or each number in a range.

Changes a sub-account custom value that templates and messages use.

Jumps the contact to another step in the same workflow.

Enrolls the contact in another workflow.

Takes the contact out of this workflow, another one, or all others.

Releases contacts through the next steps in batches at set intervals.

Works with list data: find, filter, transform or count items, often after a webhook.

The Help Center says this is no longer treated as a premium action.

Reshapes text, such as changing case or finding and replacing words.

Converts and formats numbers, such as turning currency text into a plain number.

Reformats dates or compares two dates.

Runs a calculation on a field value and saves the result back to a field.

Sets the date and time that later wait steps count from, such as a webinar start.

Runs your own JavaScript or Python inside the workflow and passes its output to later steps.

Checks whether the contact's email address looks deliverable before you send to it.

Sends a prompt to an OpenAI model and saves the reply for later steps.

Runs a multi-step AI task with a model and the tools you allow, then returns the result.

Uses AI to pick which branch a contact should take, based on rules you describe.

Classifies a message as positive, negative or neither, so you can branch on it.

Condenses text, such as a conversation or notes, into a summary of the length you choose.

Translates text into the language you choose.

Pulls named values, such as a name or budget, out of free text into fields.

Reads an incoming email and extracts the data you list for later steps.

Creates an image from a prompt and returns a public link to it.

Describes or extracts information from an image you pass in.

Creates a video from a prompt and returns a public link to it.

Describes or extracts information from a video you pass in.

Assigns a Conversation AI bot to the contact and turns it on or off.

Sends context to an Agent Studio agent and uses its answer in later steps.

Passes contact details and files to a published Managed Agent and uses its response.

Generates text through a model you pick on OpenRouter.

Uses the Eliza service from the Marketplace to book appointments by conversation.

Passes the contact to the Eliza Agent Platform, where that service is enabled.

Changes an appointment's status, for example to confirmed, cancelled or showed.

Creates a booking link that works once, to send by SMS or email.

Adds an opportunity for the contact in a pipeline and stage you choose.

Changes fields, stage or status on an existing opportunity.

Looks up an opportunity so later steps can act on it.

Deletes the contact's opportunity from one or more pipelines.

Assigns a team member as the opportunity owner.

Clears the opportunity owner.

Adds team members who should follow the opportunity.

Removes followers from the opportunity.

Creates a company record and links it to the contact.

Changes fields on the company linked to the contact.

Empties chosen fields on the company linked to the contact.

In company workflows, creates the company or a contact linked to it.

In company workflows, updates the company or its linked contacts.

In company workflows, empties chosen fields on the company or its linked contacts.

Creates a custom object record linked to the contact.

Changes fields on a custom object record linked to the contact.

Empties chosen fields on a custom object record linked to the contact.

Looks up a company or custom object record by ID, external ID or field values.

Finds matching records in another object and links them to this one.

Enrolls the records linked to this one in another workflow.

Takes the records linked to this one out of another workflow.

Charges a fixed one-off amount to a customer in your Stripe account, by Stripe customer ID.

Sends an invoice built in HighLevel to the contact.

Sets up and sends an invoice that repeats on a schedule.

Sends an estimate from a template to the contact.

Sends a document or contract from a template for the contact to sign.

Fires a custom event in Google Analytics.

Sends a conversion event to Google Ads, such as a booking that follows an ad click.

Adds the contact to a Facebook custom audience for ad targeting.

Takes the contact out of a Facebook custom audience.

Reports a conversion for the contact to Facebook for ad measurement.

Makes the contact an affiliate in Affiliate Manager.

Changes an existing affiliate's details.

Puts an affiliate into an affiliate campaign.

Takes an affiliate out of an affiliate campaign.

Credits the contact as a lead referred by a given affiliate.

Records a sale for an affiliate in a chosen campaign so commission is worked out.

Gives the contact access to a course offer.

Takes away the contact's access to a course offer.

Issues a course certificate to the contact.

Asks the caller to press a key, then branches on their choice.

Speaks text or plays a recording to the caller.

Forwards the caller to a team member or another number.

Hangs up the IVR call.

Lets the caller leave a voicemail.

Lets the contact into a community group.

Removes the contact from a community group.

Lets a member into a private channel, adding them to the group if needed.

Removes a member from a private channel but keeps them in the group.

Awards gamification points to a member in a community group.

Create ClickUp tasks, spaces, folders and lists from workflows, with ClickUp triggers too.

Sync, create or update Google Contacts and contact groups from workflows.

Start workflows from Airtable records and create or update records from workflows.

Create Notion pages, update databases and add comments from workflows.

Set up Basecamp projects, to-dos and messages, and react to Basecamp activity.

Start workflows from Typeform responses and run Typeform actions.

Create, update and sync Asana tasks and react to task changes.

Create, update and find board items on Monday.com.

Start workflows from Google Forms responses and look up form data.

Run Vapi voice assistants, calls and chats from workflows and react to their events.

Create and continue Manus AI tasks and react to their results.

Start workflows when a meeting recording is ready and use its transcript and summary.

Run Apify actors and scraping jobs and bring their results back into workflows.

The Help Center says premium usage may apply, without saying it does.

Start workflows from Cal.com bookings and run Cal.com scheduling actions.

Keep HubSpot contacts in sync with HighLevel through a trigger and contact actions.

React to Klaviyo events and list changes, and create or update Klaviyo profiles.

Run Browse AI robots and react when a task finishes.

React to Housecall Pro jobs being created, scheduled, finished or cancelled, and create customers.

React to Calendly bookings, cancellations and no-shows, and create one-off meetings.

React to new Todoist tasks and create or update tasks.

Start workflows from Jotform submissions and signed documents, and create submissions.

Create and update Linear issues and react to Linear events.

Generate text, create embeddings and analyze images with Mistral models, using your own API key.