GoHighLevel glossary

Workflow

A workflow is GoHighLevel's automation builder: a trigger like a form submission or tag starts a run of actions such as SMS, email, waits and branches.

A workflow is an automation in GoHighLevel. It starts with one or more triggers, such as a form submitted, a tag added, an appointment booked, an opportunity stage changed or an inbound message, and then runs a chain of actions: send an SMS or email, wait, branch on if/else conditions, update a field, add a tag, create a task, move an opportunity, call a webhook and so on. Each workflow is either a draft or published, and only published workflows run.

In practice

You build workflows in the sub-account under Automation, then Workflows (as of October 2026). Add a trigger, add actions below it, test with a real contact, and publish. Workflows can be grouped in folders, and the enrollment history shows which contacts went through and what happened at each step.

Busy sub-accounts collect a lot of workflows: old campaigns, test copies, versions loaded by snapshots. Finding which ones are still published means scrolling through folders, and there's no simple export of the whole list. Agencies doing a cleanup or handing an account over often want a plain list of every workflow and its status first.

Where it shows up in RGS Tools

Sub-Account Manager's workflow list shows every workflow's name and status in one list, and you can filter by name to pull out a set. Blast Follow-Up doesn't require building or changing workflows: the blast finder groups texts sent close together into blasts without campaign IDs or workflow changes.

Related terms

TagForm SubmissionOpportunityCustom FieldSnapshot

Guides that mention Workflow

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How to Add Dropdown Options to GoHighLevel Custom Fields

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How to Back Up a GoHighLevel Sub-Account

A layer-by-layer plan to back up a GoHighLevel sub-account: snapshots for setup, CSVs for records, and the files, recordings and messages native exports skip.

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Sub-Account Manager

How to Bulk Create Custom Fields in GoHighLevel

How to bulk create custom fields in GoHighLevel with snapshots or the API, what to plan before you build, and a faster paste-a-list option for agencies.

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Field Finder

How to Compare Custom Fields Between GoHighLevel Sub-Accounts

Three ways to compare custom fields between sub-accounts in GoHighLevel, what to look for besides missing fields, and how to keep snapshots in sync.

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Power-Ups

How to Duplicate a Contact in GoHighLevel

How to duplicate a contact in GoHighLevel when there's no copy button: the duplicate settings that block it, the API method, and a one-click option.

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Blast Follow-Up

How to Find Contacts Who Never Replied in GoHighLevel

Find contacts who never replied in GoHighLevel with conversation filters, reply-tracking workflows and smart lists, and see where each method goes wrong.

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