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GoHighLevel Documents and Contracts Workflow: Recipe 20 Checklist

GoHighLevel workflow recipe 20 · names checked against HighLevel’s help center on October 17, 2026

The problem: A contract is signed and the kickoff waits on someone noticing.

What this workflow does: If a contract is signed, GoHighLevel sends the next steps.

The workflow at a glance

Diagram of GoHighLevel workflow recipe 20: Signed-contract kickoffDocuments & Contracts: Signed; Send Email: onboarding steps; Add Task: kickoff call; Add Contact Tag: client; Send Internal Notification: teamTRIGGERDocuments & ContractsSignedACTIONSend Emailonboarding stepsACTIONAdd Taskkickoff callACTIONAdd Contact TagclientACTIONSend Internal Notificationteam
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 — Documents & Contracts · Signed
  2. Action — Send Email · onboarding steps
  3. Action — Add Task · kickoff call
  4. Action — Add Contact Tag · client
  5. Action — Send Internal Notification · team

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 → Documents & Contracts. Filters: Status = Signed/Accepted, Template = your service agreement, Recipient Type = Contact.
  3. Send Email: onboarding steps.
  4. Add Task: kickoff call.
  5. Add Contact Tag: client.
  6. Send Internal Notification to the team.

Example Email message

Subject: Signed — next steps

Thanks, {{contact.first_name}}. Next: [step 1], [step 2]. We'll reach out to book the kickoff.

Example only — write your own wording.

Before you publish the workflow

  • Status: Signed/Accepted
  • Template filter: service agreements only
  • Recipient Type: Contact

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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