Agency action
Send onboarding link
Sends a client your onboarding link by email or text, so they can fill in their details.
A step you can add to a workflow.
Business plan and up Only in your agency workspace, for owners and admins.
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Send onboarding link under Agency.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is send_intake_link. See the MCP documentation.