Connect Sendme and AgencyAccess
Integrate Sendme with AgencyAccess to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Access Request in AgencyAccess when New or Update Contact in Sendme
Find Client in AgencyAccess when New or Update Contact in Sendme
Create Client in AgencyAccess when New or Update Contact in Sendme
Update Client in AgencyAccess when New or Update Contact in Sendme
Get Access Request from AgencyAccess when New or Update Contact in Sendme
Popular Sendme + AgencyAccess flows
Start from a real workflow other teams are already running.
Choose a trigger
Sendme
When this happens...
New or Update Contact
Choose an action
AgencyAccess
Automatically do this!
Create Access Request
Find Client
Create Client
Update Client
Get Access Request
List Access Requests
Cancel Access Request
Create Access Request in AgencyAccess when New or Update Contact in Sendme
Use this flowFind Client in AgencyAccess when New or Update Contact in Sendme
Use this flowCreate Client in AgencyAccess when New or Update Contact in Sendme
Use this flowUpdate Client in AgencyAccess when New or Update Contact in Sendme
Use this flowGet Access Request from AgencyAccess when New or Update Contact in Sendme
Use this flowList Access Requests from AgencyAccess when New or Update Contact in Sendme
Use this flowCancel Access Request in AgencyAccess when New or Update Contact in Sendme
Use this flowUpdate Contact in Sendme when New Client in AgencyAccess
Use this flowCreate Contact in Sendme when New Client in AgencyAccess
Use this flowUpdate Contact in Sendme when New Access Request in AgencyAccess
Use this flowSupported Triggers & Actions
Everything you can automate between Sendme and AgencyAccess.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Update Contact
Triggers when a contact is created or Updated.
New Client
Runs when a new client is created from the dashboard, the API or an access page.
New Access Request
Runs when a new access request is created.
Do thisActions
Action is the task that follows automatically within your Sendme integrations.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
Create Access Request
Create an access request for a client and get the invite link. Choose services, email, redirect URL, and expiry.
Find Client
Find a client by client ID, your external client ID or email.
Create Client
Create a client with contact details and your own external client ID.
Update Client
Update a selected client's details, language or metadata.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn moreSimilar apps
About AgencyAccess
AgencyAccess lets agencies onboard clients with one link to grant access to their ad, analytics and social accounts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sendme and AgencyAccess accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sendme and AgencyAccess as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach AgencyAccess. No coding required.
Yes. You can set up a workflow where Sendme triggers actions in AgencyAccess, and a separate workflow where AgencyAccess triggers actions in Sendme. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sendme and AgencyAccess. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sendme and AgencyAccess integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
