Official Request for an option for Automatic Client Onboarding via API
Y
Yikusiel Oestreicher
I am requesting an option to automatically enable client onboarding when a client is added through the API, including integrations such as WP Forms and Zapier. Currently, the system requires manual activation of the secure portal, which disrupts the automation process and limits the efficiency of client management.
This functionality is critical to my workflow as I am preparing to launch an advertising campaign, and this is the final issue I need resolved beforehand. The inability to automate onboarding affects my ability to scale my business, streamline operations, and provide a seamless experience for my clients.
I would like to request either:
A setting to automatically enable onboarding for API-added clients
A workaround that allows for a fully automated client creation and onboarding process
If customization is possible, I would like the flexibility to enable this feature for my account. Please escalate this request to the appropriate team and let me know if there is any way to implement this solution.
I appreciate your prompt attention to this matter.