Integrations
Connect Clearmargin with Zapier, n8n, Make, Slack, and other tools using webhooks and the REST API.
Connect Clearmargin with your favorite tools using webhooks and the REST API. No custom coding required for most integrations.
How integrations work
Clearmargin integrates with external tools through two mechanisms:
Webhooks (triggers) — Clearmargin sends HMAC-signed HTTP notifications to your integration tool when events happen. Events include invoice paid, proposal accepted, new client created, time entry logged, document processed, and 20+ more. Configure webhooks at Settings > Webhooks.
REST API (actions) — Your integration tool calls the Clearmargin API to read or write data. The API supports full CRUD operations on all collections with filtering, pagination, sorting, and depth control. Authenticate with API keys created at Settings > API Keys.
Both mechanisms are documented in the API Reference.
Integration Guides
Zapier
Native Zapier app with instant triggers, built-in actions, and OAuth authentication. Connect to 6,000+ apps without code.
n8n
Self-hosted workflow automation. Build multi-step workflows using webhooks and HTTP Request nodes.
Make (Integromat)
Visual workflow builder with powerful data transformation. Connect with thousands of apps using scenarios and HTTP modules.
Popular Automation Examples
| Trigger | Action | Use Case |
|---|---|---|
| Invoice paid | Send Slack message | Get notified in your team channel when clients pay |
| Proposal accepted | Create Google Sheets row | Track won deals in a spreadsheet automatically |
| New client created | Add to Mailchimp | Add new clients to your mailing list for onboarding emails |
| Invoice overdue | Send SMS via Twilio | Escalate overdue invoices with a text message reminder |
| Proposal accepted | Create Trello card | Add accepted projects to your task board for kickoff |
Built-in Slack Notifications
Clearmargin has a native Slack integration for instant notifications — no Zapier or n8n needed. Paste your Slack webhook URL in Settings > Integrations > Slack to get notified when invoices are paid, proposals are accepted, and more. See the Slack setup guide for step-by-step instructions.