Automation logic types HighLevel

Workflow explanation

Use this mindmap as a checklist when you build or audit a HighLevel workflow:

1. Trigger: What starts the workflow (form submit, appointment booked, tag added, stage changed)?
2. Normalize data: Ensure required fields/tags exist so the rest of the logic is deterministic.
3. Conditions: Branch based on reality (lead source, answers, pipeline stage, engagement, payment state).
4. Actions: Emails/SMS, tag/field updates, pipeline changes, internal notifications, and assignments.
5. Waits: Use delays to time messages and to give the contact a chance to act.
6. Goals: If the desired outcome happens (for example, a booking), jump forward and stop redundant messaging.
7. Handoffs: Create tasks and notify humans when automation should not decide alone.
8. Integrations: Webhooks/Zapier for tool-to-tool sync, with explicit retry/error paths when possible.
9. Reporting: Add lightweight logging tags or fields so you can measure conversions and find leaks.