What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel, as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The platform offers every tool needed to run a business successfully at a fixed monthly cost. The platform allows you to white label your software so agencies can use it and brand it like their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically, agencies would perform a job for their client, like building a website or running Facebook ads, only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now, with Gohighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services, and your client continues to pay for these each month like a utility, creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so that you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage, so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
What is a Workflow Trigger in GoHighlevel?
A workflow trigger is an automated action set off by specific events or conditions within a business process. In the context of GoHighLevel, workflow triggers streamline and automate various tasks, significantly enhancing operational efficiency. These triggers can be based on a variety of factors, such as changes in contact data, the application of a contact tag, or specific customer engagement activities.
Businesses can harness workflow triggers to automate routine tasks, thereby saving time and reducing manual errors. For instance, when a contact tag is added to a customer profile, it can trigger a series of automated actions like sending a welcome email, updating the CRM, or scheduling a follow-up call. This ensures that every customer receives timely and consistent communication, improving overall customer engagement.
Workflow triggers also enable businesses to respond swiftly to changes in contact data. For example, if a customer updates their contact information, an automated process can immediately notify relevant team members or update connected systems to maintain accurate records.
By leveraging workflow triggers, businesses can create seamless and efficient processes that enhance productivity and ensure no critical task is overlooked. Automating these everyday processes not only saves valuable time but also allows businesses to focus more on strategic activities, ultimately driving growth and customer satisfaction. Whether it’s updating records, sending targeted communications, or managing tasks, workflow triggers are essential tools for modern business automation.
GoHighlevel Task Completed Trigger Explained
The “Task Completed Workflow Trigger” is a highly anticipated feature within GoHighLevel’s workflow builder, designed to automate actions based on the completion of specific tasks. This functionality is crucial for streamlining business processes by triggering subsequent steps automatically once a task is marked as completed. It eliminates the need for manual intervention, ensuring a seamless progression in workflows and enhancing overall efficiency.
GoHighLevel users have strongly advocated for this feature, emphasizing its potential to significantly improve operational workflows. In the comments of the idea post, users highlighted various use cases where this feature would be beneficial. They expressed the need for automating follow-up actions, such as updating the appointment status, initiating new tasks, or sending notifications upon the completion of a task. This demand from users underscores the necessity for a more integrated and automated workflow builder to meet their business needs.
By implementing the Task Completed Workflow Trigger, businesses can ensure that their processes are consistent, timely, and efficient. For instance, upon completing a task related to customer onboarding, the system can automatically schedule the next appointment, update the appointment status, or send a follow-up email. This ensures that each step in the business process is executed without delay, improving overall productivity and customer satisfaction.
Additionally, this feature allows businesses to maintain better control and oversight of their workflows. By automating these everyday tasks, companies can focus more on strategic activities and less on repetitive manual processes. The Task Completed Workflow Trigger is an essential tool for modern businesses. It enhances the capabilities of the workflow builder and enables users to create more dynamic and responsive workflows that drive growth and improve customer engagement.
GoHighLevel Task Completed Trigger Configuration
To use this feature in the GoHighlevel workflow builder requires that you add the trigger to the workflow.
Once it has been added you have to configure the settings.
This trigger has only one filter and that is to target a specific user in the system.
Now, in this workflow trigger, you are only allowed to target a single user, which means there is no “AND” logic to add multiple filters for different users. To target multiple users, you will need to create multiple triggers in the workflow, one for each user.
Use Case for Trigger
I see this trigger used quite often by managers and supervisors to let them know when the staff members they are supervising finish and complete their tasks.
Workflow Might look like this.
And the notification is something like this.
Notice you can use the GoHighlevel fields to display specific information regarding the task, its due date, and the assigned user.
GoHighlevel Task Completed Workflow Trigger Conclusion
In 2024, mastering automation with the GoHighLevel Task Completed Workflow Trigger can be a game-changer for small business owners. By automating manual tasks and creating efficient workflow actions, you can save valuable time and focus on what truly matters—growing your business and increasing revenue. The GoHighLevel platform provides a comprehensive solution to streamline your operations, ensuring that every task is completed promptly and accurately.
With GoHighLevel, you can set up automated actions that trigger upon task completion, such as updating appointment statuses, sending follow-up emails, or initiating new tasks. This level of automation not only enhances your workflow efficiency but also improves customer engagement by providing timely and consistent communication. Imagine a system where your business processes run smoothly without constant manual intervention—this is the power of GoHighLevel.
To experience the full benefits of GoHighLevel and see how it can transform your business, you can start with a free trial. This trial allows you to explore the platform’s features and understand how workflow automation can help you achieve your business and revenue goals.
Get started today by using my affiliate link: GoHighLevel Free Trial. By leveraging this opportunity, you’ll gain insights into how GoHighLevel can revolutionize your business operations, making them more efficient and effective.
In conclusion, embracing automation with GoHighLevel’s Task Completed Workflow Trigger is a strategic move for any small business owner in 2024. It’s time to streamline your processes, reduce manual tasks, and focus on driving growth and success. Don’t miss out—take advantage of the free trial and start your journey towards a more automated and prosperous business today.