Set Up Zapier Integration

Connect Clearmargin with Zapier using the native Clearmargin app in Zapier.

Steps

1. In Zapier, create a Zap and search for "Clearmargin" as the trigger app.
2. Click "Connect" — you will be redirected to Clearmargin to sign in and authorize access.
3. Once authenticated, you are automatically connected — no API keys needed.
4. Choose a trigger: Invoice Sent, Invoice Paid, Proposal Accepted, Proposal Declined, New Client, New Project, Time Entry Logged, Document Processed, or New Booking Inquiry.
5. Choose an action in your other app and map the Clearmargin fields to the action fields.
6. Clearmargin also has 4 built-in actions (Create Client, Create Invoice, Create Project, Log Time Entry) and 2 searches (Find Client, Find Invoice).
7. See /docs/integrations/zapier for the full step-by-step guide.