NOTE: This feature is currently in Beta. If you experience any issues, please submit a Support Ticket describing the issue in detail (include a screen-recording, if possible).
With the Agency Management Workflow Actions, it is possible to create a new Location and a new User from within your Agency Sub Account Workflows.
NOTE: This will not create a "SaaS Mode" enabled Location.
Requirements:
A Form or Survey for your customer to fill out & submit.
Agency Management Workflow Actions installed on your Agency Sub Account.
A Workflow consisting of a "Form Submitted" or "Survey Submitted" Trigger, plus the "Create Location", "Create User", and "Alternate Location: Upset Custom Values" Workflow Actions.
Related Help Docs:
Overview: Agency Management (Beta)
Installation Guide: Agency Management (Beta) apps
List of Agency Management Workflow Actions
Bulk Updating Custom Values via "Custom Values To Upsert (Bulk)"
