Jun 20, 2025
How to Integrate GoHighLevel With Motion.io Client Portals
By
Sam Chlebowski

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
- Client gets tagged as a "Customer" in GoHighLevel.
- Webhook fires to Zapier with contact details.
- Zapier creates a new Motion.io project, personalized to that client.
- 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
🙋 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.


Chasing clients doesn't scale
Motion.io does. Get started today, and never send another "Just checking in..." email again.