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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Access Granted
Triggers when a client has finished granting access to all of the requested services attached to an invite.
Try ItTriggerInstant - Intake Form Completed
Triggers when a client completes your intake form.
Try ItTriggerInstant
- Client Created
Triggers when a client has been created in the dashboard.
Try ItTriggerInstant
AgencyAccess Help & Support
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