Triggers & workflow actions
AutoSync plugs straight into the HighLevel workflow builder. Triggers start a workflow when something real happens on your booking platform; actions let a workflow write back to the platform. No manual webhooks to copy and paste.
Custom triggers
Add any of these as the trigger on a HighLevel workflow — all are included on every account.
| Trigger | Fires when |
|---|---|
| AutoSync / Client Created | A client is synced for the first time. |
| AutoSync / Purchase | A completed sale on the booking platform. |
| AutoSync / Membership Assigned | A membership, contract, or pricing option activates. |
| AutoSync / Membership Ended | A membership or contract expires, cancels, or terminates (endReason distinguishes). |
| AutoSync / Appointment | An appointment or class is booked, rescheduled, status-changed, or cancelled. |
| AutoSync / Appointment Add-On | An add-on is attached to or removed from an appointment. |
| AutoSync / Client Type Changed | Client Type changes (e.g. Prospect → Member). |
| AutoSync / Booking Conflict | A booking conflict is detected (first-write-wins applied). |
| AutoSync / Alert | An AutoSync alert is raised (most categories). |
| AutoSync / Payment Failed | A client’s payment status transitions into Declined. |
| AutoSync / Trial Purchased | A configured trial is purchased. |
| AutoSync / Milestone Reached | A visit count lands exactly on a configured milestone. |
Each trigger passes data to your workflow as variables — contact identity plus event-specific fields like item name, amount, appointment name, or start time — and most accept filters (client type, item type, booking status, staff name, and so on).
Numeric filters (like "purchase over $100") aren't available as trigger filters — that's a HighLevel marketplace limitation. Use an If/Else step inside the workflow on the amount variable instead.
Workflow actions
Add these as steps inside a workflow. Each has Success / Failed branches (Lookup Client has a third, Found / Not Found).
| Action | What it does |
|---|---|
| Sync Booking | Books an appointment on the platform from a workflow, using your calendar mapping. Auto-creates the client if needed. |
| Create or Update Client | Creates or updates a client on the booking platform from the HighLevel contact. |
| Add Note | Adds a note to the client’s record on the booking platform. |
| Record Purchase | Records a purchase on the booking platform. |
| Lookup Client | Searches for a client by email, ID, or phone. Returns their data on a Found branch. |
Sync Booking and Add Note ignore your automatic sync-mode settings — they always act when a workflow calls them. That makes them the reliable way to book or note from automation regardless of whether calendar sync is 1-way, 2-way, or off.
Draft vs. published workflows
Triggers only fire for published workflows. If a workflow is in draft, AutoSync keeps the subscription and quietly resumes firing once you publish. Pausing an account pauses all trigger subscriptions; reactivating restores them.
Last updated July 2026