> For the complete documentation index, see [llms.txt](https://docs.boomerangme.cards/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.boomerangme.cards/integrations/highlevel/how-to-set-up-a-workflow-in-ghl.md).

# 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).

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FqdDORFhP4dtyOdNhyHD6%2Fimage.png?alt=media&amp;token=d04e473f-02d3-45ab-9bc5-c1a40e903119" alt=""><figcaption></figcaption></figure>

### 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,

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2F3iVOVij50fAor34YX8QM%2Fimage.png?alt=media&amp;token=648116ea-9720-428b-a2ef-4186c4e02506" alt=""><figcaption></figcaption></figure>

### 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,

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FDUVnq3mpupY7ywBQCjpx%2Fimage.png?alt=media&amp;token=c2572213-180e-4230-8c13-1cb3ad7a4ff5" alt=""><figcaption></figcaption></figure>

### 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`.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fb0JIo0ua0srUZMuZnA2R%2Fimage.png?alt=media&amp;token=74f43585-6733-4db1-8d61-716a8e9caa2a" alt=""><figcaption></figcaption></figure>

#### Stamps: <a href="#h_2cb04f3196" id="h_2cb04f3196"></a>

* Use the field `Number of Stamps` or `Total 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.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FroeCgQonQDQV5aUEApZY%2Fimage.png?alt=media&amp;token=be65eb43-4ebd-4e54-9d7d-1760c40bfc3b" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FgZAqxP6Z89RJLdGWdcsN%2Fimage.png?alt=media&amp;token=842f3fbe-679d-4283-8f77-beaa2c4d3ef9" alt=""><figcaption></figcaption></figure>

This is a standard workflow setup process. Follow the instructions in GHL for further details.

Next you can add the actions that GHL suggests.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FnNphOA3mnBJxyzHJ6n53%2Fimage.png?alt=media&amp;token=bb77c3ec-8774-4c03-8fd6-d0ac132347a6" alt=""><figcaption></figcaption></figure>

In addition, you can use our actions

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fe5EBB0e7QN3BhnL7DPXe%2Fimage.png?alt=media&amp;token=6e74d2e8-70d1-4f7b-8f24-4368f9daf9b7" alt=""><figcaption></figcaption></figure>
