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GHL workflow automation

UpworkUSNot specifiedintermediate
Automation
We are looking for a highly skilled GoHighLevel automation specialist to build a simple, reliable backend system for our deal flow. We work with business owners and need to automate everything from post-call to document collection. This is NOT a complex build. We want it clean, fast, and done right. What You’ll Build: We already generate leads and book calls. Your job is to automate what happens AFTER the sales call. Flow: When we move a deal to “NDA Sent” Automatically send NDA (DocuSign or PandaDoc) When NDA is signed: Create Google Drive folder using business name Create subfolders (Financials, Tax Returns, etc.) Send email with upload instructions Move deal to “Docs Requested” When documents are uploaded: Notify us (email/SMS) Move deal to “Docs Received” Tools You Must Be Comfortable With: GoHighLevel (workflows, pipelines, triggers) Zapier or Make Google Drive automation DocuSign or PandaDoc integrations What We Do NOT Want: Overcomplicated builds Unnecessary tools Long timelines We want someone who can: 👉 Understand quickly 👉 Build efficiently 👉 Keep things simple Deliverables: Fully working pipeline inside GHL NDA automation Google Drive auto-folder system File upload detection + notifications Clean, documented setup To Apply: Send: Example of a similar automation you built Tools you used How long this would take you 💰 Budget: would like a FIXED price.
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Client

Spent: $26,657.8Rating: 4.7Verified
GHL workflow automation — Sift