n8n Template

Generate Secure Social Media Connection Links for Clients with Upload-Post

Generate Secure Social Media Connection Links for Clients with Upload-Post
Created by carlosgracia • September 25, 2025

Overview

Share a secure link for clients to connect their social accounts without passwords. Use the resulting profile to publish from your dashboard or automations.

Template

Who is this for?

Agencies and freelancers who onboard multiple client brands and want a secure, user‑friendly way to connect social profiles.

Key benefits

  • No passwords shared; time‑boxed magic links
  • Branded connect pages and clean client experience
  • Reusable profiles across dashboard and automations

Detailed flow

  1. Create a client in Upload‑Post via API
  2. Generate a one‑hour magic link for account connection
  3. Send via email or chat with onboarding instructions
  4. Store the created profile name/ID for publishing

Setup (step‑by‑step)

  1. Duplicate the workflow and add Upload‑Post credentials
  2. Customize the email template and link expiry
  3. Add CRM logging (client name, brand, link status)
  4. Test the link flow end‑to‑end in a sandbox

Best practices

  • Keep the onboarding email concise with a single CTA
  • Add an explainer page or short Loom for non‑technical clients
  • Rotate links if not used within the hour

FAQs

  • Can I extend the link validity? Use a longer window or regenerate on demand
  • Can clients revoke access? Yes, they can disconnect profiles at any time
  • Cross‑posting flow: [/n8n/manually-publish-image-video-to-multiple-social-media]
agenciesonboardingsecurity