Using Zapier with AgencyAccess
Add AgencyAccess to your business's automated workflow with our Zapier integration. In this doc, we'll walk you through the AgencyAccess Zapier API.
Authentication
To start building your workflow, you'll need to authenticate using your API key. You can find your agency's API key in General Settings. Never share your API key with platforms you don't trust or other people. Only agency admins can view your agency's API key.
Once you've found your API key, copy it and paste it into the Zapier authentication screen.
Access Granted Trigger
The access_granted trigger will run when a client has successfully completed onboarding by granting access to all of the requested services and filling out the intake form (if applicable). The following payload will be sent to Zapier when this trigger fires:
Properties
id
The ID of the access link
client.owner
The agency that owns this client (this will always be your agency ID)
client.website
The website URL of the client
client.created
The creation time of the client in ISO format
client.name
The name of the client
client.company
The client's company name
client.type
The client's type. This is either `Client` or `Prospect`
client.email
The client's email address
client.usingFavicon
If the client's profile picture is their website favicon, this will be `true`. Otherwise, this will be `false`
client.pfp
A link to the client's profile picture
client.intakeForm
This property holds all of the client's intake form answers in key-value format. You can find the key for your intake form question in intake form settings.
client.connectedAccounts
This object holds all the the client's connected accounts accross all access links
client.id
The ID of the client
accessGranted
This object holds the accounts that the client has connected using this access link. It's structured the same as client.connectedAccounts, but only includes accounts connected using this access link.
Client Created Trigger
The client_created trigger will run when a client is created in the dashboard, or via a static link. The following payload will be sent to Zapier when this trigger fires:
Properties
owner
The agency that owns this client (this will always be your agency ID)
website
The website URL of the client
created
The creation time of the client in ISO format
name
The name of the client
company
The client's company name
type
The client's type. This is either `Client` or `Prospect`
email
The client's email address
usingFavicon
If the client's profile picture is their website favicon, this will be `true`. Otherwise, this will be `false`
pfp
A link to the client's profile picture
intakeForm
This property holds all of the client's intake form answers in key-value format. You can find the key for your intake form question in intake form settings.
connectedAccounts
This object holds all the the client's connected accounts accross all access links
id
The ID of the client
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