Auto-onboard new clients from your GoHighLevel checkout

When someone subscribes through your signup checkout, you can have them automatically turned into a client and sent a branded welcome email, with no manual work. It takes one GoHighLevel workflow, built once.

How it works

You keep collecting payments exactly as you do now. The only new piece is one workflow that tells us a new client signed up. We then match the sub-account to your agency, verify the order against GoHighLevel, create the client, and send the welcome email. Their first login drops them into a short setup, and they are live.

Before you start

You are already collecting payments in this sub-account, and you have a signup product (the subscription new clients buy). If you can take a payment, you are ready.

Set up the workflow

In the GoHighLevel sub-account where you collect payments:

1. Automation, Workflows, Create Workflow (start from scratch).
2. Add a Trigger: your payment trigger (Order Form Submitted or Payment Received).
3. The one thing that matters: filter the trigger so it fires only for your signup product. If you do not scope it, every sale in this sub-account would create a client.
4. Add an Action, Webhook. Method POST. For the URL, use your YG3 onboarding URL with your key on the end:

   https://www.yg3.ai/api/webhooks/ghl/onboard?key=YOUR_KEY

   Then add these five Custom Data rows (Key on the left, Value on the right). The {{ }} values are GoHighLevel merge fields it fills in automatically:

   Key	Value
   email	{{contact.email}}
   firstName	{{contact.first_name}}
   lastName	{{contact.last_name}}
   locationId	{{location.id}}
   contactId	{{contact.id}}

   Put the key in the URL, not in Custom Data. (If GoHighLevel ever strips the query string, you can instead add a custom header x-onboard-key with your key.)
5. Publish the workflow.

That is it. Nothing to install on our side, nothing to maintain.

What happens after a payment

We match the sub-account to your agency and verify the order against GoHighLevel, so the webhook cannot be spoofed. We create the client under your agency and provision their blog and sub-account. We send a white-label welcome email from your brand with a one-click login link. Their first login drops them into a short setup. When they finish, they are live.

Good to know

• Test it: run a small test purchase of your signup product, or use the workflow Test action. The welcome email should arrive within a minute.
• Re-runs are safe: the same person coming through twice does not create a duplicate.
• Other sales are ignored: because the trigger is scoped to your signup product, normal sales never create clients.

Curious what your clients will see? Read how client onboarding works.