Automate Client Provisioning with GoHighLevel
Deliver a completely turnkey, zero-touch reputation SaaS offer for your local business clients. Learn how to configure a GoHighLevel (GHL) Workflow that triggers when a client signs on, instantly provisions their branded review gatekeeper in Aevloc, queues their complimentary smart NFC countertop stand for dropship fulfillment, and sends the client their live funnel URL via SMS or email.
The 100% Automated Agency Workflow
When an agency signs an SMB client, you shouldn't have to manually configure software or copy/paste shipping addresses for physical hardware. With this GHL workflow:
Aevloc creates an isolated client sub-account with active 4+ star routing in under 200 milliseconds.
The complimentary initial NFC countertop stand ($0.00) automatically enters the physical packaging and dispatch queue.
GHL updates the contact record with the live URL and fires an SMS/Email to the business owner immediately.
Prerequisites
aev_live_), generated in your API & Webhooks dashboard.Configure Custom Fields in GoHighLevel
In GoHighLevel, navigate to Settings > Custom Fields. Ensure you have the following fields available on Contact or Opportunity records:
| Field Name | Type | Purpose |
|---|---|---|
| Street Address | Standard Address Field | Stores storefront address for stand shipment ({{contact.address1}}). |
| City, State, Postal Code | Standard Location Fields | Stores city, 2-letter state code, and ZIP ({{contact.city}}, etc.). |
| Google Review Link | Custom Field (Text / URL) | Direct link to the client's Google review prompt. |
| Aevloc Funnel URL | Custom Field (Text / URL) | Stores the live URL returned by Aevloc for ongoing marketing/SMS. |
Create the GHL Workflow & Trigger
In GoHighLevel, navigate to Automation > Workflows, click Create Workflow, and choose Start from Scratch.
Select one of the following Workflow Triggers based on your agency setup:
Filters: In Pipeline = Client Acquisition & Pipeline Stage = Closed Won. Fires automatically whenever an agency salesperson wins a deal or an onboarding payment clears.
Filter: Form Is = Client Storefront Onboarding Form. Fires when a client fills out your agency intake form with their business and shipping details.
Filter: Tag Added = provision-aevloc. Allows your account managers to manually trigger provisioning with a single tag click.
Add the "Custom Webhook" Action in GHL
Click the (+) Add Action button below your trigger. In the action selector, search for "Custom Webhook" (under the Webhooks category).
Select Custom Payload and paste the following snippet into the body editor. It uses standard GoHighLevel merge tags:
{
"name": "{{contact.company_name}}",
"adminEmail": "{{contact.email}}",
"shippingName": "{{contact.name}}",
"shippingAddress": "{{contact.address1}}",
"shippingCity": "{{contact.city}}",
"shippingState": "{{contact.state}}",
"shippingZip": "{{contact.postal_code}}",
"googleReviewUrl": "{{contact.google_review_link}}"
}If your clients don't have their full review link handy, you can pass their Google Place ID instead using "placeId": "{{contact.google_place_id}}". Aevloc will automatically convert it into an official Google review write URL!
Test the Webhook & Inspect Execution Logs
In GoHighLevel's workflow builder, click Test Workflow and pick a test contact that has complete address details. Then click on Execution Logs at the top of the workflow:
{
"success": true,
"data": {
"organizationId": "0191f6a2-8b4e-7210-9831-e6e8c1a892b1",
"name": "Apex Dental Studio",
"slug": "apex-dental-studio",
"funnelUrl": "https://aevloc.com/review?org=0191f6a2-8b4e-7210-9831-e6e8c1a892b1",
"hardwareOrder": {
"id": "0191f6a2-8b51-789a-bc32-11449900aabb",
"type": "initial",
"status": "pending",
"recipient": "Apex Dental Studio (Attn: Dr. Miller)"
}
}
}You will also see the request recorded in real-time under /admin/api along with sub-account status, latency, and client destination.
Save the URL & Send Automated Client SMS
Directly beneath the Custom Webhook step in your GHL workflow, add these two high-value actions:
Add an "Update Contact Field" action:
Field: Aevloc Funnel URL
Value: {{webhook.data.funnelUrl}} (mapped from the webhook step).
Add a "Send SMS" or "Send Email" action to notify the client automatically:
HighLevel Tips & Edge Cases
In GHL, if {{contact.company_name}} is blank, the API returns a 422 error because name is mandatory. To prevent this, ensure your onboarding form requires Company Name, or configure a fallback in GHL using an If/Else branch.
Ensure the {{contact.state}} value is passed as a 2-letter uppercase abbreviation (e.g. "FL", "NY", "CA") for clean postage courier processing.
Agency plans include up to 100 sub-accounts. If your agency exceeds 100 accounts, the endpoint will respond with 403 Forbidden until upgraded or older test accounts are removed.