Sample Automations

Appointwise · Featured Automation

Appointwise — A Booking Agent Wired Straight Into GoHighLevel

Appointwise is a conversational AI agent built entirely inside GoHighLevel's conversation builder — qualifying leads, answering questions, handling objections, and booking the call without a human ever touching the conversation.

Appointwise conversation builder inside GoHighLevel — qualification flow, booking logic, and objection handling wired end to end

GHL Wired

The Full Conversation BuilderEvery branch of the Appointwise agent — qualification questions, objection handling, booking hand-off, and lost/won outcomes — built entirely inside GoHighLevel's conversation builder.

Appointwise, Live in ConversationA real conversation with the agent — qualifying the lead and booking the appointment automatically, no human in the loop.

Valle Del Sol Cabo · Featured Build

OpenTable → Make.com → GHL Reservation Campaigns

Every OpenTable reservation at Torote, the on-site restaurant for Valle Del Sol's development, flows into GoHighLevel and triggers a branching WhatsApp, email, and SMS sequence — one of several event-driven systems running behind the live site at valledelsolcabo.com →.

Valle Del Sol reservation follow-up workflow with WhatsApp, email, and SMS branching

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Reservation Reminder & Confirmation SequenceFires on a 7-day, 24-hour, and 2-minute countdown to every reservation — branches on guest reply ("Yes, Walk Me Through" / "No, Just Dinner" / timed out) and fans out into WhatsApp confirmations, backup emails, and an internal team notification the moment a guest responds. Delivery is tracked end to end on every channel.

Make.com scenario syncing OpenTable reservations into GoHighLevel contacts

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OpenTable → GHL Contact Sync (Make.com)A scheduled Make.com scenario authenticates with the OpenTable API, pulls the live reservation list, iterates every guest, skips cancellations and no-shows, and upserts each one straight into GoHighLevel as a contact — the data source feeding the campaign above.

Full reservation automation workflow tree from tag trigger to multi-channel outreach

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Full Workflow, Trigger to OutcomeThe complete tree — tag-based trigger, opportunity creation, a venue/date condition split, then three parallel time-gated branches that each run their own WhatsApp → email/SMS → delivery-tracking sequence.

Live on valledelsolcabo.com — reservation reminders, confirmations, and internal alerts all run automatically, with no manual follow-up required.

North City Roofing

Internal Ops Dashboard Automations

Seven production workflows connect the roofing team's booking form, the internal dashboard, and Jobnimbus — all currently live.

North City Roofing Automation A form intake workflow

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Automation A — Form IntakeBranches new leads by urgency and source, tags and scores the contact, creates the matching GHL opportunity, and routes the notification path — all from one inbound webhook trigger. 6 live runs.

North City Roofing Visit Inspection Completed workflow

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Visit Inspection CompletedFires when a field inspection wraps — creates the contact, updates the opportunity stage, and pushes the result to Jobnimbus via three chained custom webhooks. 28 live runs.

North City Roofing dashboard sign-in screen

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Contact to Dashboard (Supabase)Every new contact created by these workflows syncs straight into the Supabase-backed dashboard behind this sign-in screen — 35 live runs, the busiest workflow in the build.

Full run stats — Contact to Dashboard: 35 · Visit Inspection Completed: 28 · Calendar Form Webhook: 19 · Call Completed → Supabase: 16 · Form Intake: 6 · Inspection Assign Rep: 6 · AI Intake: 0. See the full case study on the Portfolio page →

Valle Del Sol · Zapier · monday.com

Cross-Platform Builds

Two more from live client accounts — a smart-branching form webhook, and a Zapier bridge that keeps a GHL proposal in sync with a monday.com board.

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VDS Form Webhook — Opt-In BranchingOne inbound webhook creates the contact and opportunity, tags and notifies the team, then branches on brochure_opt_in and newsletter_opt_in — sending the right email combination and a matching source tag for every path.

Zapier workflow sending a GHL proposal and syncing monday.com

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Proposal Send → monday.com SyncZapier catches the trigger, fires a custom request straight into GHL's LeadConnector API to send the proposal, then finds and updates the matching item on the monday.com board — no manual status updates.

General Purpose

More Sample Workflows

Post-Call Self-Selling Demo AI voice agent workflow

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Post-Call AI Self-Selling DemoAI voice-agent workflow — evaluates call duration and quality, updates contact tags, prompts the AI dynamically mid-call, and routes to a "Closer" or "Cold" path with automated follow-up actions.

Unsubscribe, Bounced, and Complained compliance workflow

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Unsubscribe / Bounced / Complained ComplianceCatches every opt-out signal — SMS stop replies, email bounces, spam complaints — and automatically sets the right DND channel so contacts never get messaged after opting out.

Make.com webhook to GoHighLevel contact sync scenario

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Webhook → Data Store → GHL SyncMake.com scenario: a custom webhook parses incoming text, stores the record, then creates or updates the matching GoHighLevel contact — with branch/skip logic for invalid data.

Reservation Review Follow-up GHL workflow

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Reservation Review Follow-upConfirmed reservation tags the contact, creates an opportunity, waits until the appointment ends, then sends a WhatsApp review request and updates the opportunity — all condition-branched.

Appointment Confirmation and Follow-up full GHL workflow

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Appointment Confirmation & Follow-upThe full end-to-end appointment lifecycle — new booking vs. reschedule branching, confirmation emails, 24-hour reminder logic, and post-appointment review-request tracking in one build.

Real GHL and Make.com builds.

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Inside The Build

Appointwise — A Booking Agent Wired Straight Into GoHighLevel

OpenTable → Make.com → GHL Reservation Campaigns

Internal Ops Dashboard Automations

Cross-Platform Builds

More Sample Workflows