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How Zapier works
Zapier makes it easy to integrate AgencyAccess with Simplicate - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Access Granted" from AgencyAccess.
Add your action
An action happens after the trigger—such as "Create Company" in Simplicate.
You’re connected!
Zapier seamlessly connects AgencyAccess and Simplicate, automating your workflow.
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 - Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerPolling - New Contacts
Triggers when new contacts are created.
Try ItTriggerPolling
- Client Created
Triggers when a client has been created in the dashboard.
Try ItTriggerInstant - Invoices Paid
Triggers when invoices are paid.
Try ItTriggerPolling - New Companies
Triggers when new companies are created.
Try ItTriggerPolling - New Employees
Triggers when new employees are created.
Try ItTriggerPolling
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