Beyond OAuth. Beyond Platforms.
Create custom onboarding requests for anything your agency needs. Google Drive access, Dropbox folders, brand assets, credentials, and specific instructions. All in one flow.
Every Agency Has Unique Needs
OAuth handles platform access. But what about everything else your team needs to get started?
The Old Way
- ✕Separate emails asking for drive access
- ✕Spreadsheets tracking what you still need
- ✕Weeks of back-and-forth for brand assets
- ✕No central place for custom instructions
The OneClick Way
- ✓One link for everything: OAuth + custom requests
- ✓Real-time completion tracking per request
- ✓Files, credentials, and notes in one place
- ✓Auto reminders for incomplete items
Request Anything
Pre-built request types for common needs, plus the flexibility to create your own.
File & Drive Access
Request access to Google Drive folders, Dropbox directories, OneDrive shares, or any cloud storage. Clients grant access with a single click.
Document Uploads
Ask clients to upload brand guidelines, style guides, logos, fonts, or any files your team needs to get started.
Custom Instructions
Add free-text fields for clients to share brand voice notes, campaign goals, target audience details, or anything unique to their business.
Credential Requests
Securely request CMS logins, hosting credentials, or third-party tool access that falls outside standard OAuth flows.
Brand Asset Collection
Gather logos, color palettes, fonts, and brand guidelines in one place. No more chasing clients across email threads.
Website & Domain Info
Collect domain registrar details, hosting provider info, DNS access, and website URLs all within the onboarding flow.
How It Works
Build Your Request List
Use the drag-and-drop builder to create custom request items. Choose from templates or write your own. Add instructions, due dates, and priority levels.
Attach to Onboarding Link
Add your custom requests alongside platform OAuth connections. Clients see everything in one unified flow, not separate emails.
Client Completes Everything
Clients work through your checklist at their pace. Upload files, share access, answer questions. All in one session.
Track Completion in Real Time
See which requests are done, which are pending, and follow up automatically. No manual tracking spreadsheets.
Built for Every Type of Agency
See how different agency types use custom requests to streamline their onboarding.
SEO Agency
- Google Search Console verification file
- Google Analytics property access
- CMS login credentials (WordPress, Shopify)
- List of target keywords and competitors
- Google Drive folder with existing content
Social Media Agency
- Meta Business Suite access
- Brand guidelines and voice document
- Dropbox folder with approved creative assets
- Content calendar preferences
- Hashtag lists and community guidelines
PPC Agency
- Google Ads MCC link request
- Landing page URLs and UTM conventions
- Conversion tracking pixel installation access
- Monthly budget caps and approval workflows
- Competitor ad examples or screenshots
Complete Flexibility
Reusable Templates
Save your most-used request lists as templates. Apply them to new clients in seconds. Customize per client when needed.
Mix OAuth + Custom Requests
Combine platform OAuth connections with custom requests in a single onboarding link. Clients complete everything in one session.
Secure File Collection
Files uploaded through custom requests are encrypted and stored securely. Download them anytime from your dashboard.
Conditional Logic
Show or hide requests based on client answers. If they use WordPress, show CMS credential requests. If they use Shopify, show Shopify-specific fields.