Included with Agency Pro

Agency Management Workflow Actions

Automate onboarding and account setup in GoHighLevel

Create sub-accounts, add users and push custom values straight from a GoHighLevel workflow. The client onboarding you still do by hand on every sale, turned into automation that runs while you sleep.

Workflow Builder Agency Management

Payment ReceivedTrigger

Create Location+ load snapshot

Create Userrole + permissions

One purchase, a whole account set up - with nobody at a keyboard.

Native GoHighLevel workflows can't create a sub-account, add a user or set a custom value in another location, so onboarding stays a manual job done one client at a time, in business hours. Wire these actions into a workflow and the sale does the work instead.

PurchasePayment fires the workflow

Create Locationwith snapshot

Create Userrole + permissions

Upsert Custom Valuespre-fill branding

Account livelogin sent, seconds later

Every action, found under Agency Management in the workflow builder.

A full set of actions that extend the GoHighLevel workflow builder, grouped by what they touch - locations, users, custom values and contacts across every sub-account in your agency.

Location Actions

Create LocationSpin up a new sub-account and optionally load a snapshot into it on creation.

Update LocationChange a location's settings by its ID.

Delete LocationRemove a location entirely by its ID.

Get Location by Prospect's EmailLook up location details from a user's email address.

User Actions

Create UserCreate a new user with permissions and role assignment.

Update & Delete UserUpdate an existing user's details, or remove a user, by their ID.

Get User by ID, or by Location & EmailRetrieve a user's full details however you have them.

Assign User to LocationsAdd a user to more locations without wiping existing assignments.

Custom Value Actions

Upsert Custom ValueCreate or update a value by field key on a specific location. Bulk updates supported.

Get Custom ValueRead a custom value by its field key from a specific location.

Contact Actions

Upsert Contact in Alternate LocationCreate or update a contact in a different sub-account by email or phone - handy for syncing leads across locations.

Where to find them: Go to Automation → Workflows, open or create a workflow, click + to add an action, and search under Agency Management.

Triggers

Start any workflow the moment something changes in your agency

Location CreatedTrigger

Fires when a new sub-account is created in your agency - the natural starting point for a hands-off onboarding sequence.

Location nameEmailStripe product ID

User CreatedTrigger

Fires when a new user is added. Kick off welcome emails, permission checks or training the second an account gains a teammate.

NameEmailRoleLocation

What agencies build with it.

Each of these is a workflow you set up once and leave running. Work that used to eat hours a week, handed to automation.

Hands-off client onboarding

A customer buys and their whole account builds itself - sub-account, snapshot, user, branding - before you've read the sale notification.

Create Location with a snapshot ID
Create User to set up their login
Upsert Custom Value to pre-fill their branding

Snapshot self-service

Let sub-account users pick and load a snapshot into their own account from a form, with zero involvement from your team.

Build a form with a snapshot dropdown
Get Location by Email to find the account
Update Location to load the chosen snapshot

Cross-location value sync

Push updated branding, offers or links out to every client sub-account from your master account the moment they change.

Upsert Custom Value in bulk format
Target specific locations by ID
Fire the workflow when a value changes

Cross-location lead sync

Mirror new leads from one sub-account into another so a partner location can follow up without losing any context.

Trigger when a new contact is created
Upsert Contact in Alternate Location with the partner's ID
Map name, address and tags from the original

Account setup that runs itself.

Agency Management Workflow Actions are included in The Marketer's Toolkit Agency Pro plan. The setup guides walk you through every action and trigger, step by step - from your first Create Location through to fully hands-off onboarding.

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