Clearmargin

Set Up Webhooks

Configure webhook endpoints to receive real-time notifications for document events.

Steps

  1. 1Go to Settings > Organization /dashboard/settings/organization or the Webhooks section.
  2. 2Click "Add Webhook".
  3. 3Enter the URL that should receive webhook payloads.
  4. 4Select the events to subscribe to (invoice sent, paid, proposal accepted, etc.).
  5. 5Save the webhook — it is now active.
  6. 6Webhooks are HMAC-signed for security. Verify the signature on your server using the signing secret.
  7. 7Test the webhook by triggering an event (e.g., send an invoice).
  8. 8View webhook delivery history and retry failed deliveries.

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