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What starts this workflow?
Payment received.
The workflow, step by step
The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.
| Step | Action | What it does | Next step |
|---|---|---|---|
| 1 | Tag happy client | Add a contact tag | Increment lifetime purchase count |
| 2 | Increment lifetime purchase count | Math operation | Hit a loyalty milestone? |
| 3 | Milestone | Route by a condition | AI write milestone reward message |
| 4 | AI write milestone reward message | Generate an AI response | Milestone reward SMS |
| 5 | Milestone reward SMS | Send a text message | Milestone reward email |
| 6 | Milestone reward email | Send an email | Tag VIP / longterm |
| 7 | Tag VIP / longterm | Add a contact tag | Notify owner · VIP milestone |
| 8 | Notify owner · VIP milestone | Notify the team | End of this path |
How the branches work
Milestone
- Milestone.
- Otherwise: Keep counting.
The labels above come from the saved builder. Review the actual condition values in your own account before activation.
Connect it to your business
- Import into a test sub-account and keep the workflow unpublished.
- Connect the trigger to your actual form, calendar, pipeline or contact tag.
- Review the messages and replace all business, booking and review placeholders.
- Connect any sender, phone number, team member or external integration used by the steps.
- Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.
Get the library
Start GoHighLevel through the RocketLauncher partner link and join the community for snapshot access and setup help. This draft must pass its setup and execution checks before activation.
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