:bullseye: What is your goal? Transferring an automation to, for example a business :thinking: What is the problem & what have you tried? Just curious about how it works when it comes to sending a system to either a user or a company that would make use of it. When it comes to credits, assuming it …

[image] Zach: however i just need to implement all there credentials into my system? You can use secure credential requests .

Hi @Zach , From what I understand, you’re asking how the credit and ownership system works when handing off a built automation to a client or business - specifically whether it stays tied to your account or not. The cleanest way to hand off a scenario is to export it as a blueprint (a .json file) …

Okay cool, so in the case they dont have an account and arent expected to create account i can just simply continue running there system through my account however i just need to implement all there credentials into my system? Much appreciated, thanks mate!

Issuing an automation to a company

Questions

damato March 9, 2026, 12:15pm 5

You can use secure credential requests.

Topic		Replies	Views
Automation agency Questions connections	1	399	August 7, 2024
How to roll out automation in organization? Questions api	2	294	January 4, 2024
Chatgpt as guide in creating automation Beginner Questions functions , connections	1	58	September 1, 2025
Smartsheet API Changes Questions api	0	56	August 8, 2025
A scenario to reauthorize all the connection everyweek (IG, linkedin, FB, X) Questions make-automation	0	38	October 6, 2024

Issuing an automation to a company

Related topics