Clearmargin
Integrations/Zapier

Connect Clearmargin with Zapier

Automate workflows between Clearmargin and 6,000+ apps using Zapier's Webhooks and API Request actions.

What you will need

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

Part 1: Set up triggers (Clearmargin to Zapier)

Triggers fire when something happens in Clearmargin (e.g., invoice paid). Use Zapier's built-in "Webhooks by Zapier" trigger.

1

Create a Zap with a Webhook trigger

In Zapier, click "Create Zap". For the trigger, search for and select "Webhooks by Zapier", then choose "Catch Hook".

Zapier will generate a unique webhook URL. Copy this URL.

2

Add a webhook in Clearmargin

Go to Settings in your Clearmargin dashboard.

In the Webhooks section, click "Add Webhook" and paste the Zapier URL. Select the events you want to trigger on (e.g., "Invoice Paid", "Proposal Accepted").

Optionally set a signing secret for HMAC verification.

3

Test the trigger

Click "Test trigger" in Zapier, then trigger the event in Clearmargin (e.g., mark a test invoice as paid). Zapier should receive the webhook payload.

You can now add actions to your Zap — send a Slack message, create a Google Sheets row, etc.

Part 2: Set up actions (Zapier to Clearmargin)

Actions let Zapier write data to Clearmargin (e.g., create a client when a form is submitted). Use Zapier's "API Request" action.

1

Create an API key

Go to Settings > API Keys in Clearmargin and create a new API key with the appropriate permissions.

Copy the key immediately — it is only shown once.

2

Add an API Request action in Zapier

In your Zap, add an action and search for "Webhooks by Zapier", then choose "Custom Request".

Configure the request:

Method: POST
URL: https://app.clearmargin.app/api/clients

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

Body:
{
  "name": "{{trigger_field_for_name}}",
  "email": "{{trigger_field_for_email}}"
}
3

Map fields and test

Use Zapier's field mapping to insert dynamic values from your trigger into the request body. Test the action to verify the client is created in Clearmargin.

Example Zaps

Invoice Paid to Slack

Trigger: Clearmargin webhook (invoice_paid) → Action: Slack message to #payments channel

Proposal Accepted to Google Sheets

Trigger: Clearmargin webhook (proposal_accepted) → Action: Add row to Google Sheets with client name, amount, date

Typeform to Clearmargin Client

Trigger: New Typeform response → Action: API Request to POST /api/clients with form fields

Invoice Overdue to Email

Trigger: Clearmargin webhook (invoice_overdue) → Action: Send Gmail/Outlook email to yourself

Reference

  • API Reference — Full endpoint documentation, query syntax, and examples
  • Webhook Events — All available webhook event types and payload format
  • API Keys — Create and manage your API keys