Agency Actions

🛠 Build Your Agency OS (Beta Toolkit Summary)

Welcome to your new agency command center. The Agency Management Toolkit helps you run SaaS sub-accounts, automate workflows, and collect client data—all from your master agency sub-account.

🌐 Core Features

1. Agency Management Authentication

The key to unlock everything. Install this free app to connect your toolkit tools with your agency account.

2. Agency Management Workflow Actions

Add powerful actions to your workflows:
  • Create or delete users
  • Create or delete locations
  • Pull and update user/location data
⚠️ These are premium actions and may come with added costs.

🔧 Workflow Actions (Superpowers)

Here’s what you can automate inside your agency workflows:
  • Create User – Add a user with name, email, permissions
  • Update User – Change user details
  • Delete User – Remove a user from a sub-account
  • Get User By ID/Email – Look them up like a contact detective
  • Create Location – Spin up a new sub-account (non-SaaS)
  • Delete Location – Nuke a sub-account
  • Update Custom Values – Push data into other locations
  • Get Custom Values – Pull specific client data from a location

🧙‍♂️ Automating Onboarding: Create Location + User

What You’ll Need:

  • A Form or Survey to collect client info
  • A Workflow to trigger the creation process
  • The installed Workflow Actions app

Workflow Should Include:

  • Trigger: Form/survey submission
  • Action 1: Create Location
  • Action 2: Create User
  • Action 3: Push initial custom values
❗Note: This will not create a SaaS-mode location.

📝 Custom Values Settings Page

Turn your onboarding into a self-serve experience. Let clients fill out a branded form to update their custom values.

Benefits:

  • Clients enter their logo, colors, links, and more
  • You get structured data, no chasing
  • Custom values update automatically in their sub-account

Setup Steps:

  1. Create Custom Fields in your agency account (e.g., custom_values.logo)
  1. Design a Form with matching placeholders (no curly brackets!)
  1. Install the Script from the Solution Library
  1. Embed the Form in an iframe inside your client’s sub-account

Bonus Features:

  • File uploads (logos, assets)
  • Color pickers
  • Form error checker (CTRL+SHIFT+E / CMD+SHIFT+E)

Automate the Next Step:

Trigger workflows on form submission to send alerts, update records, or assign tasks.

🧪 Reminder: This is a Beta Feature

Expect a few bumps. If anything breaks, send a support ticket with screenshots or a screen recording.

🔗 Helpful Links:

Want this in Notion, PDF, or Airtable format? Just say the word 😎

4. Snapshot Form Proposal

Purpose: Standardize snapshot setups + partner launch info intake.
Fields:
  • Partner Name
  • OS Brand Name
  • Type of Snapshot
  • Key Dates
  • Support Needed (Calls, Setup, DFY)
  • Funnels to Include
  • Custom Branding? (Y/N)
  • Questions / Concerns