AgencyHandy
Agency client + invoice ops, automated
AgencyHandy is the practice-management tool agencies use to track clients, proposals, invoices, and the work in between. Fourteen triggers cover the full revenue and delivery cycle: Client Created, Order Created, Order Updated, Proposal Accepted, Proposal Rejected, Invoice Status Changed, Payment Received, Payment Failed, and more. Twenty-seven actions cover the operational side: Create Invoice, Create Order, Create Lead, Create Task, Assign Task, Complete Task, Create Subtask, Create Client Group, plus the read endpoints across clients, orders, invoices, and tasks. Common patterns: Proposal Accepted fires a workflow that creates the corresponding order, sets up the project tasks, and pings the assigned producer in Slack; or Payment Failed routes to AR for follow-up, simultaneously creating a Stripe retry attempt and a Notion log entry. The integration uses an AgencyHandy API key from your account settings; permissions follow the user the key was issued to.
Workflows start when AgencyHandy does.
14 real-time triggers, each backed by a webhook subscription. Events arrive within seconds and you don't have to set up polling.
Fires when a new client is added to AgencyHandy — manually by the agency owner, via API, or through the public client-portal signup. The base hook for agency onboarding automations: kick off the welcome sequence, provision the client portal, create the kick-off project in PM tooling.
Fires whenever an invoice transitions state — draft to sent, sent to viewed, sent to paid, or to overdue. Payload includes the old and new status. The hook for dunning workflows (auto-nudge on overdue), revenue-recognition workflows (sync paid invoices to accounting), and client-state automations.
Fires when a client places a new order through the AgencyHandy storefront or portal. Payload includes the line items, the client, the total, and any custom fields the order form captured. Use it to kick off fulfillment workflows — auto-create the project, assign to the right team, send the kick-off questionnaire.
Fires on any change to an existing order — status transition, scope edit, line-item change, or assignee swap. For workflows that only care about specific transitions (e.g., moved to "Ready for Delivery"), inspect the status field in the payload and short-circuit when it doesn't match.
Fires when a client's payment attempt fails — card declined, insufficient funds, expired card, or gateway error. Payload includes the failure reason where available. The standard dunning hook: trigger the friendly reminder email, mark the project as at-risk, page the account owner if it's a large account.
Fires when a payment lands successfully against an invoice or order. Payload includes the amount, currency, payment method, and the invoice/order it cleared. The hook for revenue-tracking workflows (push to QuickBooks/Xero), thank-you automations, and any "client is now paid" downstream state transitions.
Fires when a client accepts a sent proposal — the high-signal moment in the agency sales funnel. Payload includes the proposal value, the line items, and the client. Use it to auto-create the project, generate the first invoice, and notify the delivery team that a new engagement is about to begin.
Fires when a client declines a proposal. Payload may include the rejection reason if the client provided one. Useful for loss-analysis workflows (capture the why), for follow-up cadences (re-engagement in 3 months), and for ICP-tuning analysis (which prospects are most often rejecting).
Fires when a proposal is delivered to the prospect. Useful for pipeline-tracking workflows (log to a deals sheet, update CRM stage to Proposal Sent) and for follow-up automation (auto-nudge after 5 days if no response).
Fires when a new service offering is added to the AgencyHandy storefront — your agency's catalog grew. Rare hook compared to client/order events, but useful for syncing the service catalog to an external storefront or for auditing changes to your service mix over time.
Fires when a task is assigned (or reassigned) to a team member. The hook for routing work into the team member's preferred tool — push to their personal task manager, ping them in Slack with the brief, add to a daily-summary digest.
Fires when a team member marks a task done. Useful for cascading-workflow patterns: "design task done → auto-create the review task for the client", "all deliverables done → auto-generate the project completion invoice and request a testimonial".
Fires when a new task is added to a project — by an agency team member, via API, or via a project template. Useful for syncing AgencyHandy tasks to external PM tools (push to ClickUp, Linear, or Asana for cross-team visibility).
Fires when a client opens a support ticket through the AgencyHandy client portal. Payload includes the client, the project context, the message, and any priority flag. Route to the right team channel based on project, or auto-assign based on subject-line keyword matching.
Do anything AgencyHandy can do, from a workflow.
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does |
|---|---|
| Assign Task to Team Member | Sets or changes the assignee on a specific task. The team member gets a notification per their AgencyHandy preferences. Useful for round-robin distribution workflows or "auto-assign to whoever owns this client account" routing logic. |
| Complete Task | Transitions a task to the completed state, which fires the Task Completed trigger downstream. Useful for cascading workflows that auto-close tasks based on external signal (e.g., CI build green → mark deployment task done). |
| Create Client Group | Groups bundle multiple client contacts under one company-level entity for shared billing, portal access, and project organisation. Use when onboarding a new client company whose contacts will all share access to the same projects and invoices. |
| Create Invoice | Creates a draft invoice for a client with line items, taxes, and due date. Optionally auto-send the invoice email via the send_email flag. The standard hook for "project complete → auto-bill the agreed amount" workflows; for recurring retainers, schedule this on a monthly cron instead. |
| Create Lead | Captures a prospect at the top of the funnel — before they've become a paying client. Useful as the receiver for marketing-website form submissions; AgencyHandy's pipeline then tracks them through proposal → client conversion. |
| Create Order | Provisions a new order with services, line items, client reference, and pricing. Skips the client-facing storefront step — useful when a sales call closes by phone or email and you want to log the order rather than send a proposal. |
| Create Subtask | Nests a subtask under a parent task. Useful for breaking down complex tasks into smaller checklist items, with each subtask separately assignable and trackable. Parent task can't complete until all subtasks finish (configurable per-account). |
| Create Task | Adds a new task to a project with name, description, due date, and optional assignee. The bulk-creation pattern for project intake: "new project kicks off → workflow creates the 12 standard onboarding tasks from a template". |
| Get Invoice | Returns the full invoice record by ID — line items, totals, payment status, due date, client. The lookup before update or for sync workflows that mirror invoices into accounting systems like QuickBooks or Xero. |
| Get Team Member | Returns a team member's profile by ID — name, email, role, active projects, current task load. Useful for resolving assignee IDs to readable names in downstream notifications and for capacity-aware assignment workflows. |
| Get Order | Returns the full order record — client, line items, current status, fulfilment state, related invoices. The standard lookup for workflows that need fresh state of an order whose ID was captured upstream from a webhook. |
| Get Proposal | Returns the proposal record — content, line items, total, current status (draft, sent, viewed, accepted, rejected), client, the public proposal URL. Useful for follow-up workflows that need to reference the proposal's exact terms. |
| Get Service | Returns a service definition — description, pricing, configured options, current visibility on the storefront. The lookup for "show services on our own website" or "validate the order references a valid service" workflows. |
| Get Task | Returns a task by ID with all metadata — description, assignee, due date, status, subtasks, comments, attachments. The lookup before update or for cross-system sync (push task state to client's Notion workspace for example). |
| List Client Groups | Returns every client group with name, member count, and active project count. Useful for populating dropdowns at workflow setup or for "audit which client groups have stale activity" maintenance workflows. |
| List Invoices | Paginated invoice retrieval with filters by client, status, due date range, paid date range. The base query for revenue-reporting workflows: pull last month's paid invoices, sum by service category, push to the founder's weekly digest. |
| List Members | Returns the people within a specific client group — each member's name, email, role, and portal access status. The lookup for fan-out workflows ("notify all members of Client X's group when their monthly report is ready"). |
| List Orders | Paginated orders with filters by status, client, service, date range. Useful for "what's in-flight right now" delivery-team dashboards and for "all orders completed this week" celebration workflows. |
| List Proposals | Paginated proposal list with filters by status, client, sent date, total value. The pipeline view for sales workflows — "all proposals sent this month and their current status" rolls up nicely into a forecast spreadsheet. |
| List User Roles | Returns the configured role catalog (Owner, Admin, Team Member, Client, custom roles). Useful for permission-aware workflows that need to check "does this user have admin role before allowing the destructive action". |
| List Services | Returns the service catalog with pricing, descriptions, and storefront visibility. The lookup for syncing services to an external storefront, for service-picker UIs in custom forms, or for audit-style workflows that diff catalog changes over time. |
| List Team Members | Returns every active team member with role, email, active assignments. Useful for round-robin assignment workflows and for "alert the whole team" fan-out patterns. |
| List Discount Vouchers | Returns active and expired discount codes with their terms (percentage off, fixed amount, applicable services, expiry). Useful for "auto-generate this campaign's voucher code from a CRM segment list" or for tracking voucher-redemption rates in reporting workflows. |
| Search Members | Lookup by partial name, email, or other identifier. The standard "dedupe before create" pattern: incoming lead from a form → search by email → if found, use existing record; if not, Create Member. |
Pre-built AgencyHandy workflows.
Clone any recipe and customize it in one click. Every recipe is fully editable.
Three things worth knowing.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect AgencyHandy once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every AgencyHandy field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
Questions about the AgencyHandy integration.
If we missed yours, ping support. We usually reply within an hour.
How do I connect AgencyHandy to Tiny Command?
What AgencyHandy triggers does Tiny Command support?
What AgencyHandy actions can I run from a workflow?
Is the AgencyHandy integration real-time?
Do I need to write code to use AgencyHandy with Tiny Command?
How much does the AgencyHandy integration cost?
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Wire it to Slack, Notion, HubSpot, Stripe, or any of the other 438 apps in our catalog. Setup takes roughly two minutes. Free to try, no credit card.
