RocketLauncher AI

Sales pipeline

New Opportunity Fast Assign and Task workflow for GoHighLevel

By Marnix Geerkens. Published 2026-08-01. Updated 2026-08-01.

In short

New Opportunity Fast Assign and Task is one of 30 automated GoHighLevel workflows inside RocketLauncher's free master snapshot library. It fires when a new opportunity is created in your pipeline and then runs 4 steps on its own, no one at the keyboard. Join RocketLauncher University free to get this workflow and the other 29 in one import.

  • Every new opportunity gets assigned to a rep on a round robin, tagged, given a follow-up task, and the assigned rep gets notified right away.
  • Category: Sales pipeline.
  • 4 steps run automatically once the trigger fires.
TimeAbout 15 minutes to import and connect
DifficultyBeginner

Before you start

  • Add reps to assign step
  • Pick the pipeline

Step by step

  1. Step 1. The trigger

    A new opportunity is created in your pipeline.

  2. Step 2. Step 1: Round-robin assign

    Assigns the contact to a team member on a round robin (Round-robin assign).

  3. Step 3. Step 2: Tag new opportunity

    Tags the contact: Tag new opportunity.

  4. Step 4. Step 3: Task: first follow-up call

    Creates a task or note for your team: Task: first follow-up call.

  5. Step 5. Step 4: Notify assigned rep

    Sends your team an internal alert: Notify assigned rep.

How to test it worked

Trigger the workflow with a test contact of your own, using a real phone number and email you control.

Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.

Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.

Frequently asked questions

Is this workflow really free?

Yes. This workflow is one of 30 inside RocketLauncher University, a free community for people running GoHighLevel. Join with Google or email, no card required, and the whole library is inside.

Do I need to build this from scratch in GoHighLevel?

No. It comes as part of a snapshot you import into your own GoHighLevel sub-account. After import you connect your own phone number, calendar, and custom values, then test it before it goes live.

What do I need to set up before New Opportunity Fast Assign and Task runs?

Before you turn it on: Add reps to assign step. Pick the pipeline.

Related tutorials

All 30 free workflowsBrowse the full master snapshot workflow library by category.Stale Opportunity RescueWhen an opportunity sits idle past the window you set, this workflow re-engages the contact by text and email, creates a task for the rep, and alerts the team.Won Deal Celebration and Onboarding KickoffWhen you mark an opportunity as won, this workflow sends a thank you, asks for a review, pushes the deal to your accounting tool through a webhook, and hands the contact off to your onboarding workflow.Lost Deal Long Term NurtureWhen an opportunity is marked lost, this workflow tags the contact, waits two weeks, sends a respectful check-in email, waits two more weeks, then sends a win-back offer by text.Hot Lead Scoring RouterWhen a contact clicks a tracked link, a strong buying signal, this workflow tags them as hot, checks they are not already a client, texts them, and alerts the rep to follow up while interest is high.