How to Set Up a Workflow in GHL
Let's look at a few examples of how to set up a workflow.
Use only this trigger: Contact changed — triggered by any change in the customer card (custom fields).

Option 1: Card Issue
If the card has just been issued (generated):
Select a custom field as a condition
Install Link
.Condition:
Install Link → has changed
(changed).This means that the installation link has appeared → the card has been issued.
For example,

Option 2: Installing the card
If the card was installed by the user:
Use a custom field
Card Status
.Condition:
Card Status → has changed to Installed
.This confirms the fact that the card has been installed.
✅ If the field value was previously empty and became non-empty, this can also be used as an indication of installation.
For example,

Option 3: Tracking balance and stamps
Balance (e.g. cashback or bonuses):
Find the Reward or Bonus Balance field (the name depends on the card type).
Condition:
Reward → has changed
.

Stamps:
Use the field
Number of Stamps
orTotal Stamps
.Condition:
Number of Stamps → has changed
.
The names of the fields may differ depending on the card template (stamped, bonus, etc.).
An example where the total number of customer stamps changes.

❗️Important: Pay attention to the card identifier. Each card has its own identifier.

This is a standard workflow setup process. Follow the instructions in GHL for further details.
Next you can add the actions that GHL suggests.

In addition, you can use our actions

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