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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Initiate Signing" in Addo Sign.

You’re connected!

Zapier seamlessly connects AgencyAccess and Addo Sign, 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.
Trigger
Instant
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Intake Form Completed
Triggers when a client completes your intake form.
Trigger
Instant
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- Signing Name
  Required
- Signing Template
  Required
- File Name
  Required
- PDF File
  Required
- Recipient Name
  Required
- Recipient Email
  Required
Action
Write

Client Created
Triggers when a client has been created in the dashboard.
Trigger
Instant
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- Help
  Required
Trigger
Polling
Try It

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AgencyAccess and Addo Sign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AgencyAccess to Addo Sign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AgencyAccess

AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a simple to use OAuth portal.

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Related categories

Marketing Automation

About Addo Sign

Addo Sign is a service used to sign documents.