GoHighLevel Failed Payment Workflow: Recipe 23 Checklist

GoHighLevel workflow recipe 23 · names checked against HighLevel’s help center on October 17, 2026

The problem: A card fails and the customer never hears about it.

What this workflow does: If a payment fails, GoHighLevel asks them to update the card.

The workflow at a glance

1. Trigger — Payment Received · Failed
2. Action — Send Email · update your card
3. Action — Send SMS · heads-up
4. Action — Add Task · call about payment
5. Action — Send Internal Notification · billing

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

Step-by-step setup

1. Automation → Workflows → Create Workflow → Start from scratch.
2. Add New Trigger → Payment Received. Filter: Payment Status = Failed.
3. Send Email: the payment didn't go through, with the link to update the card.
4. Send SMS: a short heads-up to check email.
5. Add Task: call about the payment.
6. Send Internal Notification to whoever handles billing.

Example SMS message

Hi {{contact.first_name}}, your payment to [Business] didn't go through. We emailed a link to update your card.

Example only — write your own wording.

Before you publish the workflow

• Payment Status filter: Failed
• Link to update the card in the email
• US texting needs A2P 10DLC registration
• A2P 10DLC registration is required for SMS to US numbers from local numbers.

The strategy behind it: Set Up Recurring Payments Without Losing Clients to Failed Cards

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 – Payment Received — HighLevel help center, page updated 2026-04-15
• Workflow Action – Send Email — HighLevel help center, page updated 2026-04-24
• Workflow Action – Send SMS — HighLevel help center, page updated 2026-08-31
• Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21
• Workflow Action – Internal Notification — HighLevel help center, page updated 2026-03-31
• 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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