GoHighLevel Pipeline Stage Changed Workflow: Recipe 18 Checklist

GoHighLevel workflow recipe 18 · names checked against HighLevel’s help center on October 17, 2026

The problem: Proposals go out and nobody follows up.

What this workflow does: If a deal moves to Proposal sent, GoHighLevel follows up if it stalls.

The workflow at a glance

1. Trigger — Pipeline Stage Changed · proposal
2. Wait — Wait · 2 days
3. Condition — If/Else · still at Proposal sent?
4. Matching branch → Action — Send Email · any questions?
5. None branch → Action — Remove from Workflow
6. Action — Add Task · follow-up call

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 → Pipeline Stage Changed. Filters: In Pipeline, Pipeline Stage = Proposal sent.
3. Wait: a set period of time, e.g. 2 days.
4. If/Else → opportunity still in Proposal sent: Send Email (any questions?), then Add Task: follow-up call.
5. None branch → Remove from Workflow (Current Workflow).

Example Email message

Subject: Questions about the proposal?

Hi {{contact.first_name}}, did the proposal cover what you needed? Happy to walk through it on a short call.

Example only — write your own wording.

Before you publish the workflow

• Filter In Pipeline and Pipeline Stage
• Check the stage again after the Wait
• Moved on? Remove from Workflow

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 – Pipeline Stage Changed — HighLevel help center, page updated 2026-02-26
• Workflow Action – Wait — HighLevel help center, page updated 2026-09-07
• Workflow Action – If/Else — HighLevel help center, page updated 2026-09-01
• Workflow Action – Send Email — HighLevel help center, page updated 2026-04-24
• Workflow Action – Remove from Workflow — HighLevel help center, page updated 2025-04-08
• Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21

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