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Log in to your HighLevel account and open the sub-account connected to InboxGeek.

Go to Automation → Workflows.

Click Create Workflow.

Select the Start from scratch option.

Click Add New Workflow Trigger.

Select the trigger Contact Tag to begin creating the settings for your trigger.

Configure the following trigger settings for your automation:

1. The contact tag should be your Reception Tag — the same tag used when creating your InboxGeek integration in the Integration step.

2. Add a filter to select the type of tag and the name of the tag. The type of tag must be Tag Added.

3. Again, the tag name selected from this drop-down must match the Reception Tag used in your InboxGeek integration.

If you cannot remember the tag used and need to refer to your InboxGeek integration, look at LiveOpens > Integrations > Column Tag.

Once all settings have been completed, click Save Trigger.

Your next action in this automation will typically be Send Email.

Complete the automation as desired, then click Save and turn on Publish. A saved workflow that is not published does not run.

Optional: use Test Workflow with a test contact.

Good to know: the workflow only runs for tags added after it is published. Avoid two workflows on the same tag. InboxGeek cannot show stats for this workflow, because HighLevel does not send them; check results in HighLevel.

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