---
title: HighLevel – Create an Automation
description: "Log in to your HighLevel account and open the sub-account connected to InboxGeek. Go to *Automation* → *Workflows*. ![](https://help.inboxgeek.com/wp-content/uploads/2023/08/choose-automation-1024x492.jpg) Click *Create Workflow.* ![](https://help.inboxgeek.com/wp-content/uploads/2023/08/Click-create-workflow-1024x203.jpg) Select the *Start from scratch* option. ![](https://help.inboxgeek.com/wp-content/uploads/2023/08/start-from-scratch-1024x344.jpg) Click *Add New Workflow Trigger.* ![](https://help.inboxgeek.com/wp-content/uploads/2023/08/add-new-workflow-trigger-1024x273.jpg) Select the trigger *Contact Tag* to…"
url: "https://help.inboxgeek.com/docs/highlevel-create-an-automation/"
updated: "2026-11-09"
category: HighLevel Integration
---

# HighLevel – Create an Automation

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

Go to *Automation* → *Workflows*.

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/choose-automation-1024x492.jpg)

Click *Create Workflow.*

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/Click-create-workflow-1024x203.jpg)

Select the *Start from scratch* option.

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/start-from-scratch-1024x344.jpg)

Click *Add New Workflow Trigger.*

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/add-new-workflow-trigger-1024x273.jpg)

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

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/Contact-tag.jpg)

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.

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/Name-your-trigger-1024x858.jpg)

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

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/choose-tag-added-1024x859.jpg)

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

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/choose-IBG-tag-1024x861.jpg)

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

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/Refer-to-tag-column-1024x257.jpg)

Once all settings have been completed, click *Save Trigger*.

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

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/send-email.jpg)

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.

![](https://help.inboxgeek.com/wp-content/uploads/2023/08/finish-as-desired-1024x376.jpg)