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Agency Management Workflow Actions: How To Create a New Location and New User

By Client Success
August 7, 2024

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)"

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