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What starts this workflow?
Tag added: rlu-roofing-enquiry.
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 | Emergency, inspection or missing details? | Route by a condition | Urgent repair · personal callback / Inspection enquiry · email permitted / Manual review · no permitted email |
| 2 | Urgent repair · personal callback | Route by a condition | Flag urgent callback |
| 3 | Flag urgent callback | Add a contact tag | Urgent repair handoff |
| 4 | Urgent repair handoff | Record a note for the team | End of this path |
| 5 | Inspection enquiry · email permitted | Route by a condition | Request roof inspection details |
| 6 | Request roof inspection details | Send an email | Await inspection details |
| 7 | Await inspection details | Add a contact tag | End of this path |
| 8 | Manual review · no permitted email | Route by a condition | Queue manual intake |
| 9 | Queue manual intake | Add a contact tag | Check contact method |
| 10 | Check contact method | Record a note for the team | End of this path |
How the branches work
Emergency, inspection or missing details?
- Urgent repair · personal callback: ((has tag
rlu-roofing-urgent)). - Inspection enquiry · email permitted: ((an email address is present) AND (has tag
rlu-roofing-email-consent)). - Otherwise: Manual review · no permitted email.
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- Import into a test sub-account and keep the workflow unpublished.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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