Say goodbye to repetitive tasks and hello to seamless automation. With our Make integration, you can connect LinkMyAgency with thousands of apps to streamline your workflow, automate marketing tasks, and save valuable time – all without a single line of code.
What is Make? #
Make is a powerful automation platform that connects your favorite applications through customizable scenarios. With Make, you can set up automated workflows that work for you, whether you’re updating your CRM, sending a welcome email, or notifying your team whenever a new client is added to LinkMyAgency. Make lets you design these workflows using a simple, visual builder – so you can automate tasks and streamline processes without any coding. The possibilities are endless!
Getting Started with LinkMyAgency on Zapier #
Each workflow in Make starts with a trigger – an event in LinkMyAgency that initiates an automation scenario. From there, you can select actions in any connected app to respond automatically. To begin, simply search for “LinkMyAgency” in Make’s app library and follow the prompts to establish a connection.
Once connected, you can:
- Set up real-time notifications for new clients, projects, or updates.
- Automatically sync data between LinkMyAgency and your CRM, email, or project management tools.
- Automate tasks like sending reminders, updating records, or even posting to social media based on LinkMyAgency activity.
In Make, each automated workflow is called a scenario. Every scenario starts with a trigger – an event that signals Make to activate the workflow. To set up your first scenario, open your Make workspace and search for “LinkMyAgency” to explore available triggers.
Your First Scenario is Just a Click Away #
Get started today! Connect LinkMyAgency to Make, choose from thousands of compatible apps, and start automating the tasks that matter most. You’ll find setup guides and support in your LinkMyAgency dashboard to help you make the most of your integrations.
Ready to streamline your workflow? Create your first scenario and watch LinkMyAgency work smarter for you!
Setting up Make #
Begin by creating an account on Make. The process is straightforward and quick. Make offers various pricing plans to accommodate different usage levels. If you’re new to automation and just starting out, the Free plan should suffice. This plan provides up to 1,000 operations per month, allowing you to explore and set up basic automation scenarios without any cost.
Connecting LinkMyAgency to Make #
To use LinkMyAgency triggers and actions in Make, you’ll first need to connect your LinkMyAgency account. When prompted, enter the access keys found in your LinkMyAgency settings to ensure a secure connection.
Exact steps:
- Navigate to the Connections section in your Make dashboard.
- Search for LinkMyAgency and click on Add Connection to establish a link between your accounts.
Once connected, you’ll be ready to use LinkMyAgency triggers and actions in your automation scenarios on Make!
Create a Scenario #
Done connecting LinkMyAgency to Make? Great! Now it’s time to create a scenario. Click on the Create a new scenario button in the Make dashboard to start.
To set up your scenario, you can either:
- Use the Make AI assistant to guide you through the steps, or
- Insert LinkMyAgency manually to start building your customized automation.
Once added, you can configure your scenario with LinkMyAgency triggers and actions to match
Play around & Discover #
With Make, the automation possibilities are virtually endless. Here’s some inspiration to get you started:
- Automatically Create Links for Signed Proposals
Generate a unique LinkMyAgency link whenever a proposal is signed in DocuSign or PandaDoc, so you’re ready to start immediately. - Generate Links from Intake Forms
Trigger a new link in LinkMyAgency every time a client fills out an intake form on platforms like WordPress, Google Forms, or any form service. - Set Up Trello Boards for New Clients
Automatically create a Trello board as soon as a client completes their setup in LinkMyAgency to streamline collaboration. - Send Custom Onboarding Emails
Send personalized onboarding emails with unique LinkMyAgency links to welcome new clients and guide them through their initial steps. - Add New Clients to Your CRM
Automatically create client records in CRM tools like HubSpot, Salesforce, or Zoho whenever you add a new client in LinkMyAgency. - Trigger Slack Notifications for New Links
Notify your team on Slack whenever a new link is created in LinkMyAgency to keep everyone informed. - Automate Task Creation in Project Management Tools
Add tasks in project management tools like Asana, Monday.com, or ClickUp to start a client’s onboarding whenever a link is generated in LinkMyAgency. - Update Google Sheets with New Client Data
Populate a Google Sheets document with new client data every time a link is created in LinkMyAgency, simplifying reporting. - Send a Welcome Message via WhatsApp or SMS
Send automated welcome messages via WhatsApp, Twilio, or SMS every time a new link is generated, offering a personalized touch. - Add Clients to Email Marketing Lists
Automatically add new clients to email marketing lists in Mailchimp, ActiveCampaign, or Constant Contact whenever a new link is created. - Create Calendar Events for Client Meetings
Schedule follow-up meetings in Google Calendar, Outlook, or Calendly as soon as a client link is created, keeping everything organized. - Sync LinkMyAgency Data with Accounting Software
Integrate with accounting tools like QuickBooks or Xero to track client transactions whenever a new link is created. - Generate PDFs for Client Documentation
Create and save PDF documents in Google Drive or Dropbox with client details each time a link is generated, ideal for records. - Notify Your Support Team in Help Desk Tools
Send client information to support platforms like Zendesk or Freshdesk to prepare the team for onboarding. - Create Automated Checklists for Onboarding
Start checklists in tools like Process Street or Todoist as soon as a client link is generated, ensuring every onboarding runs smoothly.
And the possibilities go on! With Make, you can customize workflows that work for your unique needs.
All Available Triggers + Explanation #
Triggers allow you to do something automatically in your app. It is the starting point of your automation.
New Link Created
What it does: This trigger activates every time a new link is created in your system.
Example use case: Imagine you want to automatically send a notification (like an email or a Slack message) every time a new link is added—this is the trigger you’d use.
Important: It is not possible to trigger on Static links. Only on Personalized links. If you do require this option please reach out and we’ll build it.
Link Completion Status
What it does: This checks or updates the completion status of a link. Fill in the desired percentage (e.g. 80%) and this automation runs whenever your client completes his/her link for 80%.
Example use case: For example, you could track if a task tied to a link is still in progress or has been completed
Available Fields:
percentage
What it does: Fill in the desired percentage here, and once your client has succesfully completed a link by X % this will get triggered.
Link Completed
What it does: This trigger activates as soon as a link is marked as fully completed.
Example use case: Use this to send a thank-you message or update a spreadsheet when a link has reached its final stage.
All Available Actions + Explanation #
Actions allow you to do something actively in your app when triggered by an event in Zapier. Think of them as tasks Zapier performs on your behalf.
Create Link
What it does: This action creates a new link in LinkMyAgency.
Example use case: Automatically generate a new LinkMyAgency ConnectLink when a new customer has filled in a Google Form.
Available Fields
first_name
- What it does: Creates the first name of the individual for whom the link is being created or associated.
- Example use case: Personalize communications, such as sending a “Hi [First Name]” email when sharing the link.
last_name
- What it does: Creates the last name of the individual for better identification and organization.
- Example use case: Useful for full identification of users in CRMs or reports, e.g., “John Doe., later on.”
- What it does: Stores the email address of the individual to whom the link is associated.
- Example use case: Automate link delivery via email or associate the email with analytics and tracking systems later on.
company
- What it does: Creates the name of the company associated with the individual or the link.
- Example use case: Useful for knowing which link belongs to which company.
preset_id
- What it does: Retrieves the Preset ID, a unique identifier for pre-configured settings (e.g., integrations like Analytics, Google Ads, etc.).
- Example use case: Automatically apply specific settings to the link, such as tcertaon connections. You can createa the Preset ID in the LinkMyAgency User Interface.
Send Link
What it does: This action sends a link to a specific recipient via our own platform.
Example use case: Automatically send a generated link to a client or team member after it’s created.
Available Fields
id
What it does: Uses this ID to send a Link via Email to a Client.
Find Link
What it does: This action searches a link for a specific recipient via our own platform.
Example use case: Search for a Link when it was already created.
Available Fields
search
What it does: Searches & Returns the link based on what you fill in here, e.g. Company Name, Link Name.
Find Presets
What it does: This action searches for and retrieves a specific preset (template or configuration) from your system.
Example use case: Automatically load a pre-configured setting or template for generating or customizing links.
Available Fields
search
What it does: Searches & Returns the preset based on what you fill in here, e.g. Company Name, Link Name. Important: Create the presets via our User Interface.
