Let’s talk about something that doesn’t get enough love in HighLevel but absolutely should: Workflow triggers.
I see this all the time:
You build a killer workflow. It’s beautiful. It’s packed with automation gold.
You test it. You publish it.
And then… crickets. 🦗 Nothing fires when it’s supposed to.
And if you’re working with recurring calendar events, this issue gets even trickier.
Here’s what’s going on and how to fix it fast. 👇
What’s Really Causing Your Workflow to Misfire?
If your automations aren’t firing when someone books on a recurring calendar event, you’re probably using the wrong trigger.
I know, it sounds too simple. But hear me out.
Most folks (including me when I first started) use the “Customer Booked Appointment” trigger in their workflows.
Makes sense, right? Someone books → automation kicks off.
✅ That trigger does work but only for manual bookings.
❌ It does NOT work for auto-recurring appointments. That’s the gotcha.
So if you’ve got recurring events (like a coaching call every Monday or a biweekly check-in), that trigger won’t catch it.
And you’ll sit there wondering why your confirmations, reminders, or follow-ups never fired.
The Fix: Use “Appointment Status” Instead
Here’s the move I use now:
🛠 Swap your trigger to “Appointment Status is Confirmed.”
Why it works:
- It fires for all appointments, not just manually scheduled ones
- It covers recurring events, calendar reschedules, and manual updates
- It gives you more flexibility to build robust workflows that never miss
💥 Pro tip: You can even pair it with filters to target specific calendar types, dates, or contact stages.
Recap: What to Do If Your Appointment Workflows Aren’t Working
If you’re dealing with recurring bookings and nothing’s firing:
- Open your workflow
- Go to the trigger section
- Swap out “Customer Booked Appointment” with:
- ✅ Trigger: Appointment Status
- ✅ Condition: Status = Confirmed
- ✅ Trigger: Appointment Status
Boom. Problem solved.
Why This Stuff Matters More Than You Think
If your appointment workflows don’t fire reliably, your entire client experience starts falling apart:
- 😩 Clients don’t get reminders → They no-show
- 😵💫 You waste time manually following up
- 💸 You miss out on upsell automations, review requests, and pipeline movement
And worst of all? You start doubting your own setup.
But here’s the good news: 99% of these issues aren’t because you’re bad at building—you’re just using a slightly wrong trigger. Easy fix.
Want Better Workflows Without the Guesswork?
This is the kind of stuff we geek out about every day.
We build automations, snapshots, and shortcuts for HighLevel agencies that want more done-for-you, less what-the-heck-is-going-on-here.
👉 Head to gohighlevele.com if you’re ready to stop duct-taping your automations and start building like a pro.
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