Connect GoHighLevel to Your Twin

This guide will walk you through setting up your GoHighLevel account to automatically grant and revoke access to our platform. This process ensures that when a customer signs up (for a trial or a paid plan), they get access instantly, and when their subscription is no longer active, their access is removed.

You will do this by creating two automation workflows: one for provision (adding a new user) and one for deprovision (removing a user).

Before You Start: Your Unique Webhook URL

To connect your account, you’ll need your unique Webhook URL. This single URL contains your secure API token and is all that’s needed to connect your account.

Your Unique Webhook URL: [Your project manager will provide this]

Part 1: Set Up Your Subscription Product

First, ensure you have a recurring subscription product set up in GoHighLevel. If you already have one, you can skip to Part 2.

From your dashboard, go to Payments > Products.
Click + Create Product (e.g., Name: “Gold Tier Membership”, Type: Digital Product).
Click Create.
On the product’s page, in the Pricing section, click + Add Price.
Set the Pricing Type to Recurring and fill in the details (e.g., $99 / Monthly).
Click Create.

Part 2: Create the “Provision” Workflow (User Subscribes or Trials)

This workflow will fire when a user’s subscription becomes Active OR Trial and will create their account.

Go to the Automation tab in the left-hand sidebar.
Click Create Workflow and select Start from Scratch.
Name your workflow at the top (e.g., Provision User - [Your App Name]).
Set up the Triggers:
- Trigger 1 (Active):
  - Click + Add New Trigger.
  - Find and select the Subscription trigger.
  - Click + Add filters:
    - Filter 1: Select Status, choose Is, and select Active.
    - Filter 2: Click + And. Select Global Product, choose Is, and select your product (e.g., “Gold Tier Membership”).
  - Click Save Trigger.
- Trigger 2 (Trial):
  - Click + Add New Trigger (at the same level as the first trigger).
  - Select the Subscription trigger again.
  - Click + Add filters:
    - Filter 1: Select Status, choose Is, and select Trial.
    - Filter 2: Click + And. Select Global Product, choose Is, and select your product (e.g., “Gold Tier Membership”).
  - Click Save Trigger. (Your workflow will now show two triggers. It will run if EITHER of these conditions is met.)
Set up the Webhook Action:
- Click the + icon under the triggers.
- Find and select the Webhook action.
- Method: Set to POST.
- URL: Paste Your Unique Webhook URL.
- Raw Body:
  - Toggle on the Raw Body option.
  - Copy and paste the following JSON code exactly:
```
{
  "action": "provision",
  "email": "{{contact.email}}",
  "name": "{{contact.name}}"
}
```
- Click Save Action.
Publish the Workflow: In the top right corner, toggle the workflow from Draft to Publish, then click Save.

Part 3: Create the “Deprovision” Workflow (User is No Longer Active)

This workflow will fire for any status that is not Active or Trial (like Canceled, Expired, Failed, etc.).

Go back to the Automation tab.
Click Create Workflow and select Start from Scratch.
Name your workflow at the top (e.g., Deprovision User - [Your App Name]).
Set up the Trigger:
- Click + Add New Trigger.
- Find and select the Subscription trigger.
- Click + Add filters to add the following three conditions:
  - Filter 1: Select Status, choose Is Not, and select Active.
  - Filter 2: Click + And. Select Status, choose Is Not, and select Trial.
  - Filter 3: Click + And. Select Global Product, choose Is, and select your product (e.g., “Gold Tier Membership”).
- Click Save Trigger.
Set up the Webhook Action:
- Click the + icon under the trigger.
- Find and select the Webhook action.
- Method: Set to POST.
- URL: Paste Your Unique Webhook URL (the same one used in Part 2).
- Raw Body:
  - Toggle on the Raw Body option.
  - Copy and paste the following JSON code exactly:
```
{
  "action": "deprovision",
  "email": "{{contact.email}}"
}
```
- Click Save Action.
Publish the Workflow: In the top right corner, toggle the workflow from Draft to Publish, then click Save.