Clearmargin
Integrations/Make

Connect Clearmargin with Make

Build visual automation scenarios in Make (formerly Integromat) using Clearmargin webhooks and HTTP modules.

What you will need

  • A Clearmargin account (admin or owner role)
  • A Make account (free tier works for basic scenarios)
  • About 10 minutes

Part 1: Set up triggers (Clearmargin to Make)

1

Create a Custom Webhook in Make

Create a new scenario in Make. Add a "Webhooks > Custom webhook" module as the trigger.

Click "Add" to create a new webhook. Make will generate a unique URL. Copy this URL.

2

Add the webhook in Clearmargin

Go to Settings and add a webhook with the Make URL.

Select the events you want to trigger on.

3

Determine data structure

In Make, click "Re-determine data structure" on the webhook module, then trigger an event in Clearmargin. Make will learn the payload structure and let you map fields to downstream modules.

Part 2: Set up actions (Make to Clearmargin)

1

Create an API key in Clearmargin

Go to Settings > API Keys and create a new key.

2

Add an HTTP module in Make

Add an "HTTP > Make a request" module to your scenario.

URL: https://app.clearmargin.app/api/clients
Method: GET (or POST/PUT/DELETE)

Headers:
  Authorization: Bearer sk_live_your_key_here
  Content-Type: application/json

Query String (for GET):
  limit: 10
  sort: -createdAt

Body (for POST):
{
  "name": "New Client Name",
  "email": "client@example.com"
}
3

Parse the response

After the HTTP module, add a "JSON > Parse JSON" module to parse the response body. This gives you structured data that you can map to other modules in your scenario.

Example scenarios

Proposal to CRM

Webhook (proposal_accepted) → HTTP module (create deal in HubSpot/Pipedrive)

Invoice paid to accounting

Webhook (invoice_paid) → Data transform → Google Sheets row + email notification

Weekly time report

Schedule (weekly) → HTTP GET /api/time-entries → Aggregate → Send email summary

Form to client + project

Google Form → HTTP POST /api/clients → HTTP POST /api/projects (with client ID from step 1)

Tips

  • Use Make's "Set variable" module to store your API key once and reference it across multiple HTTP modules in the same scenario.
  • Add error handlers to HTTP modules to gracefully handle rate limits (429) and retry after the specified delay.
  • For pagination, use Make's iterator module on the docs array and check hasNextPage to fetch additional pages.

Reference