GHL Payment Automation Workflow Guide 

See how you can build a Payment Automation Workflow in GHL that starts as soon as a payment goes through. You will set up the key steps that confirm the sale, give access, and keep your team up to date.

Inside this video:

• Set the Payment Received trigger for the right product.
• Send the buyer a clear payment email.
• Add the buyer tag and alert your team.
• Grant course access and update the sales pipeline.

A Payment Automation Workflow helps you handle the steps that come right after a sale. Once the payment is complete, GHL can send the email, tag the buyer, alert your team, give course access, and log the sale. That means less manual work for you and a cleaner process for the buyer.

Here is what the workflow can do for you.

• Send a payment email so the buyer knows the order went through.
• Add a tag so you can find and sort the buyer later.
• Alert your team when a new payment comes in.
• Give the buyer access to the right course or offer.
• Add the sale to the correct pipeline stage.
• Keep the same follow-up process for every paid order.

If you sell courses, digital products, or services, these small tasks can pile up fast. You do not want to chase each sale by hand or wonder if someone got access. A well-built Payment Automation Workflow gives you a simple way to keep each paid order moving and gives the buyer a clear next step.

Your Payment Automation Workflow starts when GHL sees a paid order. You set the Payment Received trigger, choose the right product, and set the payment status to Success. That keeps the workflow focused on the sale you want to process.

Once the payment is confirmed, GHL can handle the next steps for you.

• Send a payment email so the buyer knows the order went through.
• Add the buyer tag so you can sort the contact later.
• Alert your team when a new payment comes in.
• Give the buyer access to the right course or offer.
• Create or update the sale in the right pipeline stage.
• Add key payment and product details to the opportunity.

This gives you one clear path from payment to follow-up. You do not have to check each sale by hand or remember every task. A well-built Payment Automation Workflow keeps the process simple, keeps your records clean, and helps each buyer get the right next step.

You will build this Payment Automation Workflow in the Automations area of your GHL sub-account. It starts when GHL sees a successful payment for the product you choose. From there, each action runs in the order you set.

In the steps below, you will add the payment trigger, send the buyer an email, add a tag, alert your team, grant course access, and log the sale in your pipeline. Before you start, make sure your product, course offer, buyer tag, and pipeline are ready.

• Access the Workflow Builder from the Automation Section.
• Set the Payment Received Trigger After Renaming Your Workflow.
• Rename the Payment Received Trigger and Add a Filter.
• Set the Global Product as the First Filter Before Adding Another Filter.
• Set the Payment Status as the Second Filter Before Saving the Trigger.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Receipt Confirmation Email Subject Line and Body.
• Search for and Add the Add Contact Tag Element.
• Set the Payment Tag Before Saving the Action Element.
• Search for and Add the Send Internal Notification Element.
• Set the Action Name and Internal Notification for Your Team.
• Set the Redirect Page and Team Assignee.
• Search for and Add the Course Grant Offer Element.
• Set the Course Grant Offer Before Saving the Action Element.
• Search for and Add the Create/Update Opportunity Element.
• Set the Create/update opportunity Name and Pipeline Details.
• Set the Opportunity Source and Status Before Saving the Action Element.
• Open the Workflow Settings, Then Set the Contact Timezone Before Returning to the Builder.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Make sure you’ve already created your product, your online course, set up a tag for the buyer, and created your pipeline.

• Create your Payment Automation workflow using the Workflow Builder in the Automation section.

1.1 Click Automation.

• You will be taken to the Workflows tab by default.

1.2 Click Workflows.

• You will see a list of workflows, along with options such as Create Folder, Build Using AI, and + Create Workflow.

1.3 Click + Create Workflow.

• A dropdown menu will appear with several options, including + Start from Scratch.

1.4 Click + Start from Scratch.

• You will be taken to the Workflow Builder.

• Rename your workflow, then set the Payment Received trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your Payment Automation workflow.

2.2 Click Add New Trigger.

• The trigger library will appear, where you can search for and select a trigger.

2.3 Search for and select Payment Received.

• You will be taken to the Payment Received trigger settings.

• Give the Payment Received trigger a clear name, then add a filter.

3.1 Rename the Payment Received trigger.

• This makes it easier to identify on the Payment Automation workflow canvas.

3.2 Click Add Filters.

• A drop-down filter will appear below the Add Filters button.

• Choose Global product as the filter, then select your created digital product or course before adding another filter.

4.1 Select Global product from the first drop-down filter set.

• Another drop-down filter will appear below this filter.

4.2 Choose Is as the operator.

• The operator should appear in the second drop-down filter.

4.3 Select your created digital product.

• The digital product should appear in the second drop-down filter.

4.4 Click Add Filters.

• A drop-down filter will appear below the current filter set.

• Choose Payment Status as the filter before saving the trigger.

5.1 Select Payment Status from the second drop-down filter.

• Another drop-down filter will appear below the current filter.

5.2 Choose Is as the operator

• The chosen option should appear in this specific filter.

5.3 Choose Success as the condition

• The chosen option should appear in this specific filter.

5.4 Click Save Trigger.

• The trigger will now appear on the Payment Automation workflow canvas.

• Click Add New Element, then search for and select the Send Email action element.

6.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

6.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

• Set the sender details and subject line for this Payment Automation workflow email.

7.1 Rename the Send Email action element.

• Use a clear and simple name.

7.2 Enter the sender name.

• You can also use a custom value for the sender name.

7.3 Enter the sender email address.

• You can also use a custom value for the sender email address.

• Enter the subject line and content for your Receipt Confirmation email.

8.1 Enter the Receipt Confirmation email subject line.

• Keep the subject short and clear.

8.2 Enter the Receipt Confirmation Email body.

• Keep the message clear, polite, and helpful.

8.3 Click Save Action.

• The Send Email action element will now appear on the Payment Automation workflow canvas.

• Click the Add Actions button, then search for and choose the Add Contact Tag action element.

9.1 Click Add New Element.

• The action element library should appear on the right side of the canvas.

9.2 Search for and select the Add Contact Tag action element.

• You will be taken to the Add Contact Tag settings.

• Rename the action element, then set the Payment tag before saving the action element.

10.1 Rename the action element.

• This helps make the workflow easier to read on the Payment Automation workflow canvas.

10.2 Set your created tag.

• Select the Payment tag.

10.3 Click the Save Action button.

• The action element should now appear on the Payment Automation workflow canvas.

• Click Add New Element, then search for and select the Send Internal Notification action element.

11.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

11.2 Search for and select the Send Internal Notification action element.

• You will be taken to the Send Internal Notification settings page.

• Rename the Send Internal Notification action element, then create the notification for your team.

12.1 Rename the Send Internal Notification action element.

• Use a clear and simple name.

12.2 Choose the Notification Type.

• The Title, Message, and other notification fields will appear for you to complete.

12.3 Enter the Payment Received title.

• Keep it short and easy to understand.

12.4 Enter the Send Internal Notification message for your team.

• Write clear instructions so your team knows what to do next.
• Add the appropriate custom values as well so the team member can easily identify the client’s details.

• Set the redirect page so your team can open the client’s contact details.

13.1 Set the Redirect Page to Contact.

13.2 Choose the User Type.

• For this example, All users is selected.

13.3 Click the Save Action button.

• The action element will now appear on the Payment Automation workflow canvas.

• Click the Add Actions button, then search for and choose the Course Grant Offer action element.

14.1 Click Add New Element.

• The action element library should appear on the right side of the canvas.

14.2 Search for and select the Course Grant Offer action element.

• You will be taken to the Course Grant Offer settings.

• Rename the action element, then set the Course Grant Offer before saving the action element.

15.1 Rename the action element.

• This helps make the workflow easier to read on the Payment Automation workflow canvas.

15.2 Set your Offer.

• Select your created Course/Offer.

15.3 Click the Save Action button.

• The action element should now appear on the workflow canvas.

• Click the Add Actions button, then search for and choose the Create/update opportunity action element.

16.1 Click Add New Element.

• The action element library should appear on the right side of the canvas.

16.2 Search for and select the Create/update opportunity action element.

• You will be taken to the Create/update opportunity settings.

• Rename the action element, then set the pipeline and pipeline stage.

17.1 Rename the action element.

• This makes the workflow easier to read on the Payment Automation workflow canvas.

17.2 Select the In Pipeline.

• The selected pipeline name should appear in the filter.

17.3 Set the Pipeline stage.

• The selected pipeline stage name should appear in the filter.

17.4 Set the Opportunity name.

• Enter the specific label or title you want to use for the deal card in the sales pipeline.

• Set the opportunity source, opportunity value, and status before clicking the Save Action button.

18.1 Set the Opportunity source.

• Set the data field that shows where the lead or prospect came from.

18.2 Set the Opportunity Value.

18.3 Set the Opportunity Status.

• Set the current lifecycle stage of the deal.

18.4 Click the Save Action button.

• The action element should now appear on the Payment Automation workflow canvas.

• Click the Settings tab at the top of the workflow canvas, then set the Contact Timezone in the Communication section before returning to the workflow builder.

19.1 Click the Settings tab.

• You will be taken to the workflow settings section.

19.2 Toggle on the Allow re-entry and Allow multiple opportunities.

19.3 Set the Contact Timezone.

• This helps the workflow send messages based on the contact’s local timezone.

19.4 Click the Builder tab.

• You will return to the Payment Automation workflow canvas.

• Turn on Publish and save your Payment Automation workflow.

20.1 Turn on the Publish toggle.

• The toggle will turn blue to show that it is active.

20.2 Click Save.

• The red dot on the Save button will disappear, confirming that your workflow has been saved.

Your Payment Automation Workflow does not need to be complicated. The main thing is to keep each step clear, use the right filters, and check the full path before you publish it. That makes the workflow easier to manage and much easier to fix if something goes wrong.

Here are a few simple checks to make before you go live.

• Make sure Global Product is set to the exact product you want to track.
• Set Payment Status to Success so the workflow runs for the right payment.
• Give each action a clear name so you know what it does.
• Use a buyer tag that is easy to understand and reuse later.
• Keep the payment email short and tell the buyer what happens next.
• Give the buyer a simple way to contact you if they need help.
• Check that Course Grant Offer points to the right course or offer.
• Make sure the pipeline, stage, value, and status match your sales process.
• Review each step before you publish the workflow.

Before you use the workflow for real sales, run a full test. Check the email, tag, team alert, course access, and pipeline record. A quick test can save you from a lot of small problems later and helps make sure your Payment Automation Workflow does exactly what you expect.

A Payment Automation Workflow helps you manage each sale with less work. You do not need to send each email or update each buyer by hand. Once a payment goes through, GHL can run the next steps for you.

This can help you keep your sales process clear.

• Your buyer gets a payment email right away.
• Your team gets an alert when a sale comes in.
• The buyer gets access to the right course.
• Tags help you sort buyers for later use.
• Your pipeline stays up to date.
• Each buyer gets the same follow-up steps.

If you sell courses, services, or digital products, this setup can save you time each day. Your Payment Automation Workflow helps you keep sales in order, gives buyers a clear next step, and makes it easier for your team to see what happened.

A Payment Automation Workflow can do a lot, but a few setup questions come up often. These answers will help you check the key parts before you publish and use the workflow with real buyers.

A Payment Automation Workflow helps you handle each paid order in the same clear way. Once GHL sees a successful payment, it can send the email, tag the buyer, alert your team, give course access, and update your pipeline.

That saves you from doing the same small jobs by hand each time. It also gives the buyer a clear next step after payment. If you sell more than one course or offer, you can reuse the same setup and change the product, tag, course, and pipeline details.

The best approach is to keep the workflow simple and test it before you use it with real sales. Once each step works as planned, your Payment Automation Workflow can help you stay on top of new orders and keep the buyer experience clear from the start.