GoHighLevel Birthday Workflow: Recipe 08 Checklist

GoHighLevel workflow recipe 08 · names checked against HighLevel’s help center on October 17, 2026

The problem: Client birthdays pass without a word.

What this workflow does: If a contact's birthday comes up, GoHighLevel sends the note.

The workflow at a glance

1. Trigger — Birthday Reminder
2. Condition — If/Else · has a phone number?
3. Matching branch → Action — Send SMS · birthday note
4. None branch → Action — Send Email · birthday note
5. Action — Add Contact Tag · birthday-sent

Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.

Step-by-step setup

1. Make sure contacts have Date of Birth filled in; the trigger has nothing to read otherwise.
2. Automation → Workflows → Create Workflow → Start from scratch.
3. Add New Trigger → Birthday Reminder. It runs daily at 8 AM in the account time zone; Before Number of Days or After Number of Days shifts it.
4. If/Else → contact has a phone number (and SMS consent): Send SMS.
5. None branch → Send Email.
6. Add Contact Tag: birthday-sent (both branches join here).

Example SMS message

Happy birthday, {{contact.first_name}}! Everyone at [Business] hopes it's a good one.

Example only — write your own wording.

Before you publish the workflow

• Needs Date of Birth on the contact
• It runs daily at 8 AM account time
• Before Number of Days sends it early
• Only text contacts who agreed to receive texts; A2P 10DLC registration applies to US SMS.

Sources

Every trigger and action name above was checked against these HighLevel help articles on October 17, 2026. HighLevel changes its product often; if a label differs in your account, the article is the reference.

• Workflow Trigger – Birthday Reminder — HighLevel help center, page updated 2025-03-10
• Workflow Action – If/Else — HighLevel help center, page updated 2026-09-01
• Workflow Action – Send SMS — HighLevel help center, page updated 2026-08-31
• Workflow Action – Send Email — HighLevel help center, page updated 2026-04-24
• Workflow Action – Add Contact Tag — HighLevel help center, page updated 2025-12-05
• US Phone Number Registrations (A2P 10DLC) — HighLevel help center, page updated 2026-09-04

Want it built for you?

We set up GoHighLevel workflows like this one for US businesses. Leave your details and we will reply with a quote.

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