Integrations
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 HTTP notifications to your integration tool when events happen (invoice paid, proposal accepted, etc.).
REST API (actions)
Your integration tool calls the Clearmargin API to read or write data (create clients, list invoices, log time, etc.).
Both mechanisms are authenticated with API keys that you create in your dashboard settings. See the API reference for full documentation.
Step-by-step guides
Zapier
Connect Clearmargin to 6,000+ apps. Automate workflows like sending new clients to Mailchimp or logging paid invoices to Google Sheets.
n8n
Self-hosted workflow automation. Build complex multi-step workflows with full control over your data and infrastructure.
Make (Integromat)
Visual workflow builder with powerful data transformation. Connect Clearmargin with thousands of apps using Make scenarios.
Popular automation workflows
| Trigger | Action | Use Case |
|---|---|---|
| Invoice paid | Send Slack message | Get notified in Slack when clients pay |
| Proposal accepted | Create Google Sheets row | Track won deals in a spreadsheet |
| New client (API poll) | Add to Mailchimp | Add new clients to your mailing list |
| Invoice overdue | Send SMS via Twilio | Escalate overdue invoices with a text |
| Proposal accepted | Create Trello card | Add accepted projects to your task board |
Built-in Slack Notifications
Clearmargin has a native Slack integration for instant notifications. No Zapier or n8n needed — just paste your Slack webhook URL in Settings.
Get notified in Slack when invoices are paid, proposals are accepted, and more.