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Triggers – Overview in GoHighLevel

Think of triggers as the backbone of a platform, akin to the intricate connections found in Zapier’s Zaps. These conditional statements seamlessly link various modules, acting as the ‘secret sauce’ that powers the platform’s functionality and brings its coolest features to life.

Example:

Imagine you’ve configured a Zap within Zapier to transfer leads into a campaign on a platform once they complete a form integrated into a ClickFunnels landing page. Additionally, you aim to trigger an SMS notification to inform your client promptly whenever this occurs, serving as a notification of a new lead.

How would we do this?

Answer: Set up a trigger!

Create, Name and Activate Triggers

Follow the steps below to create, name and activate a trigger:

  1. Click Triggers
  2. Click + New Basic Rule
  3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
  4. Click +Add action
  5. Choose an action from the Choose a action dropdown and all the necessary filters
  6. Name the Trigger in the Trigger name field
  7. Click the Draft dropdown and click Activate

Related Articles

Mastering Automated Notifications: Email and SMS Alerts for New Leads in GoHighLevel

Guidance on dispatching internal notifications within workflows: Set up a new workflow: Click on Start from scratch Click on Create workflow Click on Add New Workflow Trigger Once you configured the workflow trigger: Click on Add your first Action Click on Send Internal Notification Choose the type of notification: Email notification Internal notification: SMS notification […]

John Mamado
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