AgencyAccess Zapier integrationAutomate AgencyAccess with Zapier.
The AgencyAccess Zapier integration gives you 3 triggers, 0 actions and 0 searches. Three instant events that follow a client from creation to intake form to granted access, so onboarding moves forward without anyone watching the dashboard.
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What the AgencyAccess Zapier integration does for an agency
AgencyAccess lets marketing agencies ask clients for access to their Google and Meta accounts through one simple authorization portal. Linked to Zapier, each step of that onboarding can start a Zap (the automation you build on Zapier: one trigger, then one or more actions) in the tools your team already uses.
Three results agencies typically build. A green light for the media buyer: when a client has granted every requested access, Access Granted posts in the account team's channel and campaign setup can start without anyone chasing the client. A client file in the CRM: Client Created opens the record as soon as the account manager adds the client in the dashboard, so sales and delivery work from the same list. A brief ready for the kickoff: Intake Form Completed copies the answers into a shared document folder or sheet, and the strategist reads them before the first call.
Now the limit. On Zapier, AgencyAccess only reports; it takes no orders. There is no action to create a client, send an invite or revoke access from Zapier, and no search to look up an existing client. Every Zap here starts in AgencyAccess and ends in another app. If you hoped to fire off invites automatically from your CRM, that is not something the app exposes today.
Choosing between platforms? The Make vs Zapier comparison puts the two tools side by side, which helps when three triggers and no action are all you have to work with.
Zapier vocabulary in one minute
Seven words do most of the work on this page.
- Zap
- A workflow you set up on Zapier: an onboarding event at the start, then the steps it should set off in your other tools, every time it happens.
- Trigger
- The event that starts a Zap, such as Client Created in AgencyAccess. Once the Zap is on, Zapier waits for it to happen.
- Action
- What the Zap does after it starts: write, send or move something in another app, without anyone touching a keyboard.
- Task
- Zapier's billing unit: one action that completes successfully. Your plan's monthly allowance is counted in tasks.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is pushed by the app as soon as the event happens. All three AgencyAccess triggers are instant.
- Filter
- A gate you add between steps: a client who does not match your rule stops the run, so only the right onboardings reach the next tool.
- Connection
- Your AgencyAccess account linked to Zapier once, then reused by every Zap you build, with no extra sign-in.
What an AgencyAccess Zap costs
AgencyAccess is not a premium app, so it is available on the free plan.
- Free plan100 tasks per month, unlimited Zaps
- Free plan steps1 trigger + 1 action
- Premium appNo
- Triggers3, all instant, the grid below does not apply
None of the three triggers costs a task, and Zapier waiting for them costs nothing. Only completed actions are billed: one granted access announced in one channel is one task; the same event also logged in a sheet is two. A failed action is not counted. The free plan covers 100 tasks a month with two-step Zaps only. A filter or a second action turns the Zap into a multi-step Zap, which needs a paid plan.
Connect AgencyAccess to Zapier in 3 steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. In the dialog, search for AgencyAccess and select it from the list of results that appears.
- 02
Sign in to AgencyAccess
Click Add connection. AgencyAccess opens in a new tab: sign in with the agency account where clients and invites are managed, since the Zap only sees that account.
- 03
Grant access
Approve Zapier's access in that tab. The connection is stored in your Apps list, and every future Zap built on AgencyAccess can select it without asking you to log in again.
Your first Zap: turn each intake form into a kickoff brief
GoalWhen a client completes the AgencyAccess intake form, the answers land in a Google Sheets row and the strategist gets an email to prepare the kickoff.
- 01
Set the trigger
Create a Zap, pick AgencyAccess as the starting app and Intake Form Completed as the event, then select the connection you just added.
- 02
Test with a real form
Run the trigger test. Zapier brings back the three most recent items from the connected account, so you map the next steps on real answers instead of a blank sample.
- 03
Log the answers
Add Google Sheets as the first action and map the form answers into the columns. On the free plan, the Zap ends here: one trigger, one action.
- 04
Brief the strategist
On a paid plan, add the Gmail step after the sheet, addressed to whoever runs the kickoff. Two actions already make this a multi-step Zap.
- 05
Test and publish
Run each step once and read what came back. Then click Publish: every intake form completed from now on starts the Zap.
AgencyAccess triggers on Zapier
3 events start a Zap when something happens in AgencyAccess, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.
Access Granted
Instant triggerIn Zapier“Triggers when a client has finished granting access to all of the requested services attached to an invite.”
Fires once a client has finished approving every service requested in an invite, not after each one. It marks the point where the agency can actually log in and start working on the client's accounts.
Client Created
Instant triggerIn Zapier“Triggers when a client has been created in the dashboard.”
Runs as soon as someone on the agency side adds a new client in the AgencyAccess dashboard. It is the earliest event of the three, before any invite or form, which makes it the natural place to open a client record elsewhere.
Intake Form Completed
Instant triggerIn Zapier“Triggers when a client completes your intake form.”
Kicks off when a client submits the agency's intake form in AgencyAccess. Think of it as the moment the client's own answers become available, ready to be filed, shared with the team or turned into a brief.
When the AgencyAccess Zap breaks
Zapier links no help article to AgencyAccess. The cases below are the general ones, and each can affect an onboarding Zap.
They tend to show up once real clients go through the flow. For anything else, the Zapier troubleshooting guide shows how to read a failed run and fix it.
Existing clients never appear
A Zap only sees events after it is switched on. Clients, forms and approvals from before stay in AgencyAccess; moving that history is a separate job.A bulk import is held back
If a trigger suddenly sends a huge batch, after migrating a client list for example, Zapier's flood protection can hold it back instead of starting the Zap for every client at once.The Zap keeps setting itself off
If a later step writes into the place a trigger watches, the Zap starts again and again and eats through the task count fast.The filter blocks everything
Filter rules are typed: a number rule on text never passes. The run stops at the filter, and the channel message never goes out.
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