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.
Triggers and actions
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LinkMyAgency
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.
Effortless Workspace Setup
Instantly create new client folders in Google Drive or set up project boards in Asana as soon as access is secured.
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Automated CRM Updates
Keep your pipeline accurate by automatically updating client records in your CRM as soon as onboarding is complete.
Real-Time Onboarding Logs
Maintain a central record of all client access statuses by automatically syncing onboarding progress to Google Sheets.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.