GHL Client Contract Automation After Signing 

See how to set up client contract automation in GHL. You’ll learn how to start the right workflow after a client signs and move each client to the next step.

What you’ll see:

• Start the workflow when the contract is signed.
• Send the client a clear next-step message.
• Alert your team and update the client record.
• Test each action before you publish.

Client contract automation helps you act as soon as a client signs. You do not need to check the contract by hand. GHL can start the next step for you.

A signed contract can trigger simple actions. You can:

• Send a short email or text.
• Alert the right team member.
• Update the client record.
• Create the next task.
• Move the client to a new stage.
• Cut down on missed steps.

This gives you a clear and steady process. Your team knows what to do next. Your client also gets a fast reply. With client contract automation, you save time and keep each signed contract on track.

You set up client contract automation inside the Workflows area of your GHL sub-account. You’ll use a signed contract trigger, then add the follow-up steps you want GHL to run after the client signs.

In the steps below, you’ll prepare the contract, build the workflow, send the client message, alert your team, check the setup, and test the full process before you publish it.

• Access the Workflow Builder from the Automation Section.
• Set the Opportunity Created Trigger After Renaming Your Workflow.
• Rename the Opportunity Created Trigger and Add a Filter.
• Set In Pipeline as the First Filter Before Adding Another Filter.
• Set Pipeline Stage as the Second Filter Before Saving the Trigger.
• Set the Documents & Contracts Trigger as the Second Trigger.
• Rename the Documents & Contracts Trigger and Add a Filter.
• Set Template as the First Filter Before Adding Another Filter.
• Set Status as the Second Filter Before Saving the Trigger.
• Add the If / Else Action Element.
• Set and Configure the Signed and Unsigned Branches.
• Add the Send Email Action Element Under the Unsigned Contract Branch.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Contract Email Subject Line and Body.
• Add the Send Documents & Contracts Element Under the Unsigned Contract Branch.
• Set the Contract Template, Sending Mode, and Other Contract Settings.
• Add the Send Email Action Element Under the Signed Contract Branch.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Contract Approval Email Subject Line and Body.
• Add the Send Internal Notification Element Under the Signed Contract Branch.
• Set the Action Name and Internal Notification for Your Team.
• Set the Redirect Page and Team Assignee.
• Open the Workflow Settings and Set the Contact Timezone.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Create a sales pipeline and a Contract template.

• Create your Client Contract 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 Client Contract Automation workflow, then set the Opportunity Created trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your 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 Opportunity Created.

• You will be taken to the Opportunity Created trigger settings.

• Give the Opportunity Created trigger a clear name, then add a filter.

3.1 Rename the Opportunity Created trigger.

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

3.2 Click Add Filters.

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

• Choose In pipeline as the filter, then select your created sales pipeline before adding another filter.

4.1 Select In Pipeline from the first drop-down filter set.

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

4.2 Choose your created pipeline.

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

4.3 Click Add Filters.

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

• Choose Pipeline stage as the filter, then select Send Contract.

5.1 Select Pipeline stage from the second drop-down filter.

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

5.2 Choose Send Contract for this pipeline stage

• The chosen filter should appear in the third drop-down filter.

5.3 Click Save Trigger.

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

• Set the Documents & Contracts trigger as the second trigger for this workflow.

6.1 Click Add New Trigger.

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

6.2 Search for and select Documents & Contracts.

• You will be taken to the Documents & Contracts settings.

• Give the Documents & Contracts trigger a clear name, then add a filter.

7.1 Rename the Documents & Contracts trigger.

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

7.2 Click Add Filters.

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

• Choose Template as the filter before adding another filter.

8.1 Select Template from the first drop-down filter.

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

8.2 Select Is as the operator.

• Another drop-down filter will appear below this filter

8.3 Select your created Contract Template.

• The chosen contract template should appear in the third drop-down filter.

8.4 Click Add Filters.

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

• Choose Status as the filter before saving the trigger.

9.1 Select Status from the first drop-down filter.

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

9.2 Select Is as the operator

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

9.3 Choose Signed/Accepted for this condition

• The chosen filter should appear in the third drop-down filter.

9.4 Click Save Trigger.

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

• Search for and add the If / Else action element to the workflow.

10.1 Click Add New Element.

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

10.2 Search for and select the If / Else action element.

• You will be taken to the If / Else settings page.

• Rename the element, then select and configure the signed and unsigned branches.

11.1 Rename the If / Else action element.

• Use a clear and simple name.

11.2 Rename the First Branch to Signed Branch.

• This branch is chosen if the conditions are met.

11.3 Make sure the first filter in the first branch is Status.

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

11.4 Set the operator to Is, then choose Signed/Accepted as the condition.

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

11.5 Rename the None branch as the Unsigned Contract branch.

• The workflow will follow this branch when the sent contract is not yet signed by the client.

11.6 Click the Save Action button.

• The If / Else action element will now appear on the Client Contract Automation workflow canvas.

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

12.1 Click Add New Element.

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

12.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

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

13.1 Rename the Send Email action element.

• Use a clear and simple name.

13.2 Enter the sender name.

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

13.3 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 Contract email.

14.1 Enter the Contract email subject line.

• Keep the subject short and clear.

14.2 Enter the Contract Email body.

• Keep the message clear, polite, and helpful.
• Don’t attach any contract, as this will be created after this action element.

14.3 Click Save Action.

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

• Click Add New Element, then search for and select the Send Documents & Contracts action element under the Unsigned Contract branch.

15.1 Click Add New Element under the Unsigned Contract branch.

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

15.2 Search for and select the Send Documents & Contracts action element.

• You will be taken to the Send Documents & Contracts settings page.

• Rename the action element, set the user, template, sending mode, and channel

16.1 Rename the Send Documents & Contracts action element.

• Use a clear and simple name.

16.2 Choose the From User Type.

16.3 Select the Contract Template. 

16.4 Set the Sending Mode.

16.5 Set the Channel.

• Email is set as the Channel.

16.6 Click Save Action.

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

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

17.1 Click Add New Element.

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

17.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

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

18.1 Rename the Send Email action element.

• Use a clear and simple name.

18.2 Enter the sender name.

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

18.3 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 Contract Approval email.

19.1 Enter the Contract Approval email subject line.

• Keep the subject short and clear.

19.2 Enter the Contract Approval Email body.

• Keep the message clear, polite, and helpful.

19.3 Click Save Action.

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

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

20.1 Click Add New Element under the Contract Approval branch.

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

20.2 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.

21.1 Rename the Send Internal Notification action element.

• Use a clear and simple name.

21.2 Choose the Notification Type.

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

21.3 Enter the Contract Approval notification title.

• Keep it short and easy to understand.

21.4 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 and project.

22.1 Set the Redirect Page to Contact.

22.2 Choose the User Type.

• For this example, All users is selected.

22.3 Click the Save Action button.

• The action element will now appear on the Client Contract 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.

23.1 Click the Settings tab.

• You will be taken to the workflow settings section.

23.2 Set the Contact Timezone.

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

23.3 Click the Builder tab.

• You will return to the workflow canvas.

• Turn on Publish and save your workflow.

24.1 Turn on the Publish toggle.

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

24.2 Click Save.

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

Your client contract automation should be simple to review and easy to manage. Use clear names for each workflow, trigger, and action. This helps you find the right setup when you need to make a change.

Keep each follow-up message focused on one next step. A short message with one clear task is easier for your client to read and act on.

Use these tips when you build or review your workflow.

• Name the workflow after the contract type.
• Use the signed status as the trigger.
• Create separate workflows for different contracts.
• Keep the first client message short.
• Add a tag or stage change for signed clients.
• Check the workflow history when an action fails.
• Review links, sender details, and contact fields.
• Test the workflow after each contract update.

Client contract automation works best when each action has one clear purpose. A simple setup is easier to test, fix, and use each day.

You may have a few questions before you use this setup with real clients. These answers cover the most common issues with triggers, follow-up messages, team alerts, and testing in GHL.

Once your client contract automation is live, each signed contract follows the same clear path. You do not need to keep checking for new signatures or remind your team what comes next. GHL can handle the routine steps for you.

For example, a client signs your service agreement after a sales call. The workflow can send a short reply, alert your team, update the client record, and create the next task. Your client gets a prompt response, and your team knows what to do.

With client contract automation, you can expect:

• Faster follow-up after each signed contract.
• Fewer manual tasks for your team.
• A clearer view of each client’s progress.
• More consistent onboarding and service steps.
• Fewer missed messages and late replies.
• A smoother move from signing to the next task.

The main benefit is consistency. Each client follows the same process, and each team member knows the next step. That helps you save time, reduce errors, and keep signed contracts moving.

Test the full process before you use it with a real client. Send the contract to a test contact, sign it, and check each action in GHL.

Make sure the client gets the right message. Check that the team alert goes to the right person and that the client record updates. Review each link, field, and wait step as well.

Once the test works, publish the workflow. Watch the first live contract so you can spot any small issues early.

Your client contract automation should also be reviewed when your contract or process changes. A simple test helps you keep each signed client on the right path.