このページの内容
What starts this workflow?
Tag added: new-client, First 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 new-client + in-progress | Add a contact tag | AI personalize the welcome opener |
| 2 | AI personalize the welcome opener | Generate an AI response | Instant welcome SMS |
| 3 | Instant welcome SMS | Send a text message | Wait 10 minutes |
| 4 | Wait 10 minutes | Wait before the next step | Welcome email + intake form |
| 5 | Welcome email + intake form | Send an email | Intake form SMS link |
| 6 | Intake form SMS link | Send a text message | Wait 1 day |
| 7 | Wait 1 day | Wait before the next step | Intake form completed? |
| 8 | Intake form completed? | Route by a condition | Friendly intake reminder |
| 9 | Friendly intake reminder | Send a text message | Alert team · intake pending |
| 10 | Alert team · intake pending | Notify the team | End of this path |
How the branches work
Intake form completed?
- Form done.
- Otherwise: Not yet.
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- Import into a test sub-account and keep the workflow unpublished.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。
