AgencyAccess + Email by Zapier
Send outbound emails in Email by Zapier when new intake forms are completed in AgencyAccess
Streamline your communication process with this handy automation. When a form is completed in AgencyAccess, an outbound email is instantly sent through Email by Zapier, saving you time and increasing efficiency in your workflow. This means you won't have to manually send emails every time a form is filled out, giving you more time to focus on other important aspects of your business.
Streamline your communication process with this handy automation. When a form is completed in AgencyAccess, an outbound email is instantly sent through Email by Zapier, saving you time and increasing efficiency in your workflow. This means you won't have to manually send emails every time a form is filled out, giving you more time to focus on other important aspects of your business.
- When this happens...Intake Form Completed
Triggers when a client completes your intake form.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
Access Granted
Triggers when a client has finished granting access to all of the requested services attached to an invite.
Try ItIntake Form Completed
Triggers when a client completes your intake form.
Try ItSetup Directions
Try It
Client Created
Triggers when a client has been created in the dashboard.
Try ItNew Inbound Email
Triggers when an email is forwarded to your own custom
Try ItZap Id
Free Test Limitation
ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?