Agency-Level Trigger for New Sub-Account Creation with Executable Context & Full Metadata
ע
עידו חבצלת
When a new SaaS sub-account (Location) is created, there should be an Agency-level workflow trigger that exposes full metadata and allows execution within a designated Agency sub-account.
Required capabilities:
• Trigger fires on: New Sub-Account Created
• Outputs include:
• billing.subscription_id (if applicable)
Critical requirement:
The workflow must allow execution inside a specified Agency sub-account (e.g., the main SaaS control account), so we can:
• Automatically create/update a contact inside the Agency sub-account
• Stamp the new location.id into a custom field
• Maintain centralized cross-location tracking
• Sync external databases or analytics systems
Use Case:
SaaS operators managing many sub-accounts need centralized control, attribution, and scalable onboarding automation without manual copying of Location IDs.
This would significantly improve SaaS scalability and reduce operational friction for agencies.
Log In