How to Integrate GoHighLevel With Motion.io Client Portals

If you're using GoHighLevel (GHL) to manage leads and sales but still manually onboard new clients, there's a better way.

With just a few minutes of setup, you can automatically invite new clients into a fully branded, loginless Motion.io portal—complete with forms, task lists, file requests, and even e-signatures—the moment they're marked as a customer in GHL.

No manual follow-ups. No endless emails. Just seamless onboarding.

🔗 What You'll Learn in the Video:

In this video tutorial, I show you how to:

• Use a GoHighLevel workflow to trigger onboarding when a tag like “Customer” is applied.
• Send client data to a Zapier Webhook, which kicks off the Motion.io integration.
• Automatically create a new project in Motion.io using the “Create Project” action.
• Assign tasks to clients instantly, so they get direct access to everything they need.
• Optimize your template automations for even smoother experiences.

✅ What You Need to Get Started:

• A GoHighLevel account
• A Motion.io account with a project template ready
• A Zapier account
• 10–15 minutes

🔁 The Workflow, At a Glance

1. Client gets tagged as a "Customer" in GoHighLevel.
2. Webhook fires to Zapier with contact details.
3. Zapier creates a new Motion.io project, personalized to that client.
4. Client is automatically:
   • Assigned tasks
   • Given portal access
   • Ready to upload docs, sign contracts, and more

Your team? Free to focus on the work instead of onboarding busywork.

🛠 Pro Tips from the Tutorial:

• Use the “Assign All Tasks to Client” field in Zapier and set it to TRUE.
  • This sends them their portal access immediately.
• Set up Motion.io template automations to activate tasks once the project is created.
• You can trigger this integration with other GHL events—like pipeline stage changes or form submissions—if preferred.

💡 Why This Matters

Using Motion.io with GoHighLevel is a game-changer for agencies, coaches, and service providers.

It lets you:

• Cut hours of admin time
• Eliminate onboarding confusion
• Provide a branded, streamlined experience your clients will love

📚 Additional Resources

• Motion.io Zapier Integration
• How to Set Up Motion.io Automations
• Using GoHighLevel's Webhook Action

🙋 Need Help?

Have questions about the setup or want help customizing it for your business? Our team’s here for you. Drop us a message or explore more workflows in the Motion.io Knowledge Base.

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