Clearmargin
GuidesSettings & Integrations

Set Up Webhooks

Configure webhook endpoints to receive real-time event notifications.

Configure webhook endpoints to receive real-time event notifications.

Steps

  1. Go to Settings > Webhooks (/dashboard/settings/webhooks).
  2. Click "Add Webhook".
  3. Enter a name and the HTTPS URL that should receive webhook payloads.
  4. Select the events to subscribe to — grouped by category: Proposals, Invoices, Receipts, Schedules, Documents, Entities.
  5. Optionally set an HMAC signing secret (or click "Generate" for a random one).
  6. Save the webhook — it is now active and will receive POST requests when selected events occur.
  7. Webhooks created by Zapier, n8n, or Make show source badges in the list.
  8. Status dots show green (2xx), red (error), or gray (never fired).

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