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What starts this workflow?
Tagged dunning-escalated.
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 | Grace period (3 days) | Wait before the next step | Resolved during grace? |
| 2 | Resolved | Route by a condition | Resolved · exit final notice |
| 3 | Resolved · exit final notice | Stop another workflow | Final notice SMS |
| 4 | Final notice SMS | Send a text message | Final notice email |
| 5 | Final notice email | Send an email | Final 24 hours |
| 6 | Final 24 hours | Wait before the next step | Resolved before pause? |
| 7 | Resolved | Route by a condition | Resolved · exit before pause |
| 8 | Resolved · exit before pause | Stop another workflow | Clear active dunning tags |
| 9 | Clear active dunning tags | Remove a contact tag | Tag account-paused + past-client |
| 10 | Tag account-paused + past-client | Add a contact tag | Notify accounting to pause / write-off |
| 11 | Notify accounting to pause / write-off | Send data to a connected service | Alert owner · account paused |
| 12 | Alert owner · account paused | Notify the team | End of this path |
How the branches work
Resolved
- Resolved.
- Otherwise: Still past due.
Resolved
- Resolved.
- Otherwise: Pause now.
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- Import into a test sub-account and keep the workflow unpublished.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.
アフィリエイトリンク：ご契約いただくと、私たちに報酬が入ります。
