Using Zapier with AgencyAccess

Connect AgencyAccess to Zapier to trigger workflows when clients are created, complete onboarding, or submit intake forms.

Overview

Use Zapier when you want AgencyAccess events to start actions in other tools, such as:

• Updating your CRM.
• Creating a task for your team.
• Sending a Slack notification.
• Adding intake form answers to another system.

The Zapier integration is available on plans that include it.

Authentication

Go to Dashboard -> Settings -> General -> Manage Zapier.

Copy your Zapier API Key from the Zapier settings panel. Use this key when Zapier asks you to connect your AgencyAccess account.

Do not use the API key from Dashboard -> API -> Authentication. Zapier uses a separate key and will reject the dashboard API key.

Only agency owners can view or regenerate the Zapier API key.

Setting Up a Zap

1. Open the AgencyAccess page on Zapier.
2. Click Connect.
3. Paste your Zapier API key when prompted.
4. Choose the AgencyAccess trigger you want to use.
5. Test the trigger with sample data.
6. Choose the action Zapier should run in another app.

The setup guide in Manage Zapier also shows sample data for the trigger you selected.

Supported Triggers

AgencyAccess currently supports these Zapier triggers:

• access_granted
• client_created
• intake_form_completed

Access Granted Trigger

The access_granted trigger runs when a client completes onboarding by granting access to all requested services and filling out the intake form, if one was included.

Example payload:

{
  "id": "ccXFZzXwyB35IXNFMW6N",
  "client": {
    "id": "HfzOzr7rAE0YtZBPZ28I",
    "owner": "24ipCCNhemAK07ZIXpOD",
    "website": "ethancrabb.com",
    "created": 1718195774391,
    "name": "Ethan Crabb Developing LTD",
    "company": "Ethan Crabb Developing",
    "type": "Client",
    "email": "mail@ethancrabb.com",
    "usingFavicon": true,
    "pfp": "https://ethancrabb.com/favicon.ico",
    "intakeForm": {
      "example_question": "Example answer"
    },
    "connectedAccounts": {
      "Google": {
        "Google Ads": [
          {
            "accessLevel": "Admin",
            "inviteRef": "ccXFZzXwyB35IXNFMW6N",
            "connectionCreated": 1718195774391,
            "id": "google_ads_account_id",
            "label": "Ethan's Ad Account"
          }
        ]
      }
    }
  },
  "accessGranted": {
    "Google": {
      "Google Ads": [
        {
          "accessLevel": "Admin",
          "inviteRef": "ccXFZzXwyB35IXNFMW6N",
          "connectionCreated": 1718195774391,
          "id": "google_ads_account_id",
          "label": "Ethan's Ad Account"
        }
      ]
    }
  }
}

Common fields:

• id is the ID of the access link.
• client.id is the ID of the client.
• client.owner is your agency ID.
• client.website is the client's website URL.
• client.created is the client creation time.
• client.name is the client name.
• client.company is the client company name.
• client.type is either Client or Prospect.
• client.email is the client email address.
• client.usingFavicon is true when the profile picture is the client's website favicon.
• client.pfp is the client's profile picture URL.
• client.intakeForm contains intake form answers in key-value format.
• client.connectedAccounts contains the client's connected accounts across access links.
• accessGranted contains the accounts connected through this access link.

Client Created Trigger

The client_created trigger runs when a client is created in the dashboard or through an access page.

Example payload:

{
  "id": "HfzOzr7rAE0YtZBPZ28I",
  "owner": "24ipCCNhemAK07ZIXpOD",
  "website": "ethancrabb.com",
  "created": 1718195774391,
  "name": "Ethan Crabb Developing LTD",
  "company": "Ethan Crabb Developing",
  "type": "Client",
  "email": "mail@ethancrabb.com",
  "usingFavicon": true,
  "pfp": "https://ethancrabb.com/favicon.ico",
  "intakeForm": {
    "example_question": "Example answer"
  }
}

Common fields:

• id is the ID of the client.
• owner is your agency ID.
• website is the client's website URL.
• created is the client creation time.
• name is the client name.
• company is the client company name.
• type is either Client or Prospect.
• email is the client email address.
• usingFavicon is true when the profile picture is the client's website favicon.
• pfp is the client's profile picture URL.
• intakeForm contains intake form answers in key-value format.
• connectedAccounts contains the client's connected accounts across access links when available.

Intake Form Completed Trigger

The intake_form_completed trigger runs after a client submits an intake form.

This trigger sends the client payload with the latest intake form answers under intakeForm.

Example payload:

{
  "id": "HfzOzr7rAE0YtZBPZ28I",
  "owner": "24ipCCNhemAK07ZIXpOD",
  "website": "ethancrabb.com",
  "created": 1718195774391,
  "name": "Ethan Crabb Developing LTD",
  "company": "Ethan Crabb Developing",
  "type": "Client",
  "email": "mail@ethancrabb.com",
  "intakeForm": {
    "monthly_ad_spend": "$10,000",
    "services_needed": "SEO, PPC"
  }
}

Intake Form Answer Keys

Intake answers are available in Zapier as:

client.intakeForm.{question_key}

The question key is generated from the question title by lowercasing it and replacing spaces with underscores.

Examples:

• Monthly ad spend becomes client.intakeForm.monthly_ad_spend.
• Services needed becomes client.intakeForm.services_needed.

For multi-select questions, selected values are sent as one comma-separated string.

Use the key shown in the intake question editor for the exact Zapier path.

Troubleshooting

Zapier Cannot Connect

Make sure you copied the Zapier API key from Dashboard -> Settings -> General -> Manage Zapier. The dashboard API key from Dashboard -> API -> Authentication will not work for Zapier.

Intake Form Sample Data Is Empty

The intake form trigger needs your intake form to be enabled and at least one client with completed intake form answers.

Intake Answers Are Missing

Confirm the client completed the intake form step. If the invite is still pending or the intake form was not included, answers will not be available yet.

A Zapier Delivery Fails

If AgencyAccess cannot deliver an event to Zapier, agency owners receive a delivery failure email. Review the Zap setup in Zapier and reconnect the integration if needed.

Next Steps

• Setting Up Intake Forms
• Account Settings
• Utilizing the API