On this page
What starts this workflow?
Tagged needs-assignment.
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 | Already assigned | Route by a condition | Already assigned · exit |
| 2 | Already assigned · exit | Stop another workflow | Round-robin assign to next rep |
| 3 | Round-robin assign to next rep | Assign a team member | Tag assigned |
| 4 | Tag assigned | Add a contact tag | Clear needs-assignment |
| 5 | Clear needs-assignment | Remove a contact tag | Notify assigned rep |
| 6 | Notify assigned rep | Notify the team | Log assignment to team channel |
| 7 | Log assignment to team channel | Notify the connected Slack channel | SLA window (4 hours) |
| 8 | SLA window (4 hours) | Wait before the next step | Rep made first contact? |
| 9 | Contacted | Route by a condition | Contacted · exit |
| 10 | Contacted · exit | Stop another workflow | Escalate · SLA missed |
| 11 | Escalate · SLA missed | Notify the connected Slack channel | End of this path |
How the branches work
Already assigned
- Already assigned.
- Otherwise: Needs assignment.
Contacted
- Contacted.
- Otherwise: No touch 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- Import into a test sub-account and keep the workflow unpublished.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.
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