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GoHighLevel Opportunity Created Workflow: Recipe 31 Checklist

GoHighLevel workflow recipe 31 · names checked against HighLevel’s help center on October 17, 2026

The problem: Big new deals look like every other deal.

What this workflow does: If a new deal is above your value line, GoHighLevel alerts the manager.

The workflow at a glance

Diagram of GoHighLevel workflow recipe 31: High-value deal alertOpportunity Created: Lead Value filter; Send Internal Notification: manager; Add Task: review this deal; Add Contact Tag: high-valueTRIGGEROpportunity CreatedLead Value filterACTIONSend Internal NotificationmanagerACTIONAdd Taskreview this dealACTIONAdd Contact Taghigh-value
Diagram, not a screenshot. Drawn by GoHighLevel Partners from the HighLevel help articles listed under Sources. Bold names are HighLevel’s own trigger and action names; the italic values are examples. Your workflow builder will look different.
  1. Trigger — Opportunity Created · Lead Value filter
  2. Action — Send Internal Notification · manager
  3. Action — Add Task · review this deal
  4. Action — Add Contact Tag · high-value

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 → Opportunity Created. Filters: In Pipeline, Lead Value greater than your threshold.
  3. Send Internal Notification to Particular Users: the manager.
  4. Add Task: review this deal.
  5. Add Contact Tag: high-value.

Example Internal notification message

High-value opportunity created for {{contact.name}}. Review task added.

Example only — write your own wording.

Before you publish the workflow

  • Set Lead Value to your own threshold
  • Filter In Pipeline
  • Alert one named manager
  • Lead Value must be filled when the opportunity is created, or the filter can't match.

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.

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