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Connect LinkMyAgency integrations

Standardize your client onboarding portals by automating LinkMyAgency to instantly request platform permissions. Linking this app to our workflow automation tool lets you auto-generate access links when proposals are signed and sync records with your CRM. Get started for free today to build your first client-linking scenario.

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Build your LinkMyAgency integrations.

Scale your business operations by using Make to build automated workflows with LinkMyAgency. Connect your essential tools and automate daily tasks. Try Make today to integrate LinkMyAgency and save time.

LinkMyAgency
Create a link

Creates a link.

Action
LinkMyAgency
Search links

List all available links.

Search
LinkMyAgency
Search presets

List all available presets in your account.

Search
LinkMyAgency
Send a link

Sends a link to the recipient.

Action
LinkMyAgency
Watch Completed Link

Triggers when a link is completed.

Trigger, Instant, Acid
LinkMyAgency
Watch Link Completion change

Triggers when a link has reached a certain percentage.

Trigger, Instant, Acid
LinkMyAgency
Watch Link Creation

Triggers when a new link is created.

Trigger, Instant, Acid

Connect any app with LinkMyAgency

Popular LinkMyAgency workflows.

Connect LinkMyAgency to Make and automate your workflows. Sync data across your favorite tools and save valuable time.

Automate Your Client Onboarding by Integrating LinkMyAgency and Make

Connect LinkMyAgency to Make to instantly send updates to Slack or Microsoft Teams. Automatically organize Google Drive and Asana, while syncing onboarding data directly to Google Sheets.

Instant Team Notifications

Automatically notify your team in Slack or Microsoft Teams the moment a client grants access through your branded link.

Automated CRM Updates

Keep your pipeline accurate by automatically updating client records in your CRM as soon as onboarding is complete.

Effortless Workspace Setup

Instantly create new client folders in Google Drive or set up project boards in Asana as soon as access is secured.

Real-Time Onboarding Logs

Maintain a central record of all client access statuses by automatically syncing onboarding progress to Google Sheets.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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