> 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

Use only this trigger:\
Contact changed — triggered by any change in the customer card (custom fields).

<figure><img src="/files/pBwciKg81sLL4vYO8Q7s" 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="/files/QS5jIHPd1AHMOGKiLD33" 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="/files/dcj3fBx6iphTMEnqykWE" 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="/files/FVl5AOlxWoVmgODg9Hs2" 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="/files/BXayz1x2E4RCmIAWXLOy" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/56yjxKSPXkQe6bWRef5L" 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="/files/WOJwtYj81FytJwHv24nY" alt=""><figcaption></figcaption></figure>

In addition, you can use our actions

<figure><img src="/files/iHcKHhsUjsuVdaJDWDQw" alt=""><figcaption></figcaption></figure>
