Clearmargin

Set Up Zapier Integration

Connect Clearmargin with Zapier for workflow automation.

Steps

  1. 1Create an API key in Settings > API Keys /dashboard/settings/api-keys.
  2. 2For triggers: in Zapier, create a Zap with "Webhooks by Zapier" > "Catch Hook". Copy the URL.
  3. 3In Clearmargin settings, add a webhook with the Zapier URL and select the events to trigger on.
  4. 4For actions: in Zapier, use "Webhooks by Zapier" > "Custom Request" to call the Clearmargin REST API.
  5. 5Set the Authorization header to "Bearer sk_live_your_key" and Content-Type to "application/json".
  6. 6Map fields from your trigger to the request body.
  7. 7See /docs/integrations/zapier for the full step-by-step guide.

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