GoHighLevel Update Affiliate Workflow Action Guide
If you manage affiliates across platforms like ClickUp and GoHighLevel, understanding the Update Affiliate workflow action is essential for keeping your records clean and automated. This guide walks you step by step through how to use the Update Affiliate action to manage affiliate details, deals, earnings, and commissions without leaving your automation builder.
The instructions below are based strictly on the official GoHighLevel documentation for the Update Affiliate workflow action so you can set it up with confidence.
What the GoHighLevel Update Affiliate Action Does
The Update Affiliate workflow action in GoHighLevel lets you modify existing affiliate records that are already stored in your affiliate system.
With this action, you can:
- Update core affiliate details such as deal name and deal stage.
- Modify earnings and commission amounts for a specific deal.
- Control when commissions are paid out or reverted.
- Automate changes based on workflow triggers and conditions.
This action works on an existing affiliate and deal. It is not designed to create a brand-new affiliate or a new deal but to update data that is already in place.
How to Access the GoHighLevel Update Affiliate Action
You can use this action inside any workflow in your GoHighLevel account. To find it:
- Open your Workflows area in GoHighLevel.
- Create a new workflow or open an existing one.
- Click the plus icon (+) to add a new action.
- Search for or select Update Affiliate from the list of available actions.
Once you select the Update Affiliate action, a configuration panel appears with settings for affiliates, deals, earning data, and commissions.
Configuring Affiliate and Deal Settings in GoHighLevel
The first group of options lets you specify which affiliate record and which deal should be updated in GoHighLevel.
Choose the Affiliate Record
You need to tell the workflow which existing affiliate to update. Typically, this is done using the affiliate ID or data already associated with the contact that entered the workflow.
- Make sure the workflow is triggered from an event that has a clear link to an affiliate record (for example, a purchase event associated with an affiliate).
- Confirm that the affiliate exists in the affiliate system before the Update Affiliate action runs.
Deal Information in GoHighLevel
Within the Update Affiliate action, you can select or define:
- Deal Name – The title or label for the affiliate deal you want to update.
- Deal Stage – The current stage of the deal (for example, New, Won, Lost, or a custom pipeline stage).
Use these fields to keep your pipeline and affiliate reporting aligned so that you always know which step a particular deal is in.
Managing Earnings with GoHighLevel Update Affiliate
The next section of the Update Affiliate action is focused on earnings and revenue values linked to your affiliate deals in GoHighLevel.
Set or Update Earnings Amounts
You can modify the total revenue and earnings attributed to the affiliate for the selected deal. Common options include:
- Deal Value – The total amount of the sale or transaction.
- Earnings Amount – The amount attributed as earnings for that affiliate.
These values are important for downstream reporting and for calculating commissions that will be paid out later.
Adjust Earnings Status
When you update earnings, you may also need to adjust their status. Typical workflow use cases include:
- Marking earnings as confirmed when a payment is completed.
- Reverting earnings when a refund or chargeback occurs.
- Transitioning earnings into a payable state for commission payouts.
By updating these fields automatically, your affiliate data in GoHighLevel stays consistent with payments and refunds in your billing system.
Configuring Commissions in GoHighLevel
The Update Affiliate workflow action also helps you control commission details for each affiliate deal.
Commission Amount and Status
Inside the action, you can configure:
- Commission Amount – The value of the commission to be assigned or adjusted.
- Commission Status – Whether the commission is pending, approved, paid, or reverted.
Use these fields to align with your internal payout rules, so that the data in GoHighLevel always reflects the real status of each commission.
Automating Commission Changes
Typical workflow automation patterns that use this action include:
- When a sale is confirmed, update commission status from pending to approved.
- When a payout batch is processed, update commission status to paid.
- When a transaction is refunded, revert the commission and adjust earnings.
This approach allows your GoHighLevel workflows to mirror the lifecycle of each commission without manual edits.
Best Practices for Using GoHighLevel Update Affiliate
To get consistent and reliable results when using this action, follow these best practices.
Use Clear Workflow Triggers
Design workflows so they start from events that have all the data needed to update the correct affiliate and deal, such as:
- A new order or subscription event.
- A payment success or failure event.
- A refund or cancellation event.
This ensures that each Update Affiliate action in GoHighLevel always targets the right record.
Test with Sample Affiliates
Before enabling your automation in a live environment:
- Create a test affiliate and a test deal.
- Run the workflow using test events.
- Verify that earnings, deals, and commissions are updated as expected.
Testing helps you prevent data mismatches in your production affiliate setup.
Troubleshooting the GoHighLevel Update Affiliate Action
If an Update Affiliate action is not working as expected in GoHighLevel, check the following:
- Confirm the affiliate record exists and is correctly linked to the workflow contact.
- Verify that the workflow trigger is firing at the right time.
- Ensure that all required fields for deals, earnings, or commissions are filled with valid values.
- Review the workflow history or logs to see whether the Update Affiliate step ran successfully.
If issues persist, refer to the official GoHighLevel documentation for the Update Affiliate workflow action at this support article.
Where to Learn More About GoHighLevel Automation
To deepen your understanding of automation, affiliate management, and CRM configuration in GoHighLevel, you can also explore specialized implementation guides and consulting resources. One option is to work with an implementation partner experienced in building affiliate workflows.
For expert help with marketing automation strategy and technical setup, visit Consultevo for additional resources and services that can complement your GoHighLevel setup.
By combining the Update Affiliate workflow action with clear triggers, consistent data, and rigorous testing, you can keep all affiliate deals, earnings, and commissions synchronized inside GoHighLevel with minimal manual effort.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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