Zapier Integration
Connect Clearmargin with 6,000+ apps using our native Zapier integration. Instant triggers for invoices, proposals, clients, and more.
Connect Clearmargin with 6,000+ apps using our native Zapier integration. Instant triggers, built-in actions, and OAuth authentication — no API key configuration required.
What you need
- A Clearmargin account (admin or owner role)
- A Zapier account (free tier works for basic workflows)
- About 5 minutes
Getting Started
Find Clearmargin in Zapier
In Zapier, click Create Zap. For the trigger app, search for Clearmargin and select it. The Clearmargin app is a native Zapier integration — not a webhook workaround — so you get instant triggers, structured data, and built-in actions.
Connect your account
Click Connect and you will be redirected to Clearmargin to sign in. Once authenticated, access is granted automatically via OAuth. No API keys or manual configuration needed — Zapier receives scoped access to your organization's data.
Choose a trigger
Pick what event should start your Zap. All triggers are instant (webhook-based) — there is no polling delay. When an event happens in Clearmargin, your Zap fires immediately.
Add an action
Choose what happens in your other app when the trigger fires. Map Clearmargin fields (client name, invoice amount, proposal total, etc.) to the action fields in the destination app. You can also use Clearmargin actions to create data in Clearmargin from other trigger apps.
Available Triggers
All triggers fire instantly via webhooks. No polling or delays.
| Trigger | Description |
|---|---|
| Invoice Sent | Fires when you send an invoice to a client. Includes invoice number, amount, client details, and line items. |
| Invoice Paid | Fires when a client pays an invoice. Includes payment amount, method, and transaction details. |
| Proposal Accepted | Fires when a client accepts a proposal. Includes proposal total, client info, and scope items. |
| Proposal Declined | Fires when a client declines a proposal. Includes the proposal details and client info. |
| New Client | Fires when a new client is created. Includes name, email, phone, and organization details. |
| New Project | Fires when a new project is created. Includes project name, client, event date, and budget. |
| Time Entry Logged | Fires when a time entry is logged. Includes hours, rate, project, description, and billable status. |
| Document Processed | Fires when a document finishes AI processing. Includes extracted data, classification, and confidence scores. |
| New Inquiry | Fires when someone submits an inquiry. Includes name, email, phone, preferred date, message, and source. |
| Inquiry Converted | Fires when an inquiry is converted to a client and project. Includes inquiry details plus the created client and project IDs. |
| Payout Deposited | Fires when a Stripe payout lands in your bank. Includes deposit amount, bank last-4, and the reconciliation totals (gross, fees, refunds, payment count). |
| Payout Failed | Fires when a Stripe payout fails to deposit. Includes the failure code and message so you can fix the bank connection. |
Available Actions
| Action | Description |
|---|---|
| Create Client | Add a new client to your Clearmargin organization. Provide name, email, and optional phone/address. |
| Create Invoice | Create a draft invoice for a client. Specify client, due date, and line items. |
| Create Project | Create a project for an existing client. Set project name, event date, and budget. |
| Log Time Entry | Log time against a project. Specify hours, description, rate type, and billable status. |
Available Searches
| Search | Description |
|---|---|
| Find Client | Search for an existing client by name or email. Returns the client record or optionally creates one if not found. |
| Find Invoice | Search for an invoice by invoice number. Returns the invoice with status, amount, and line items. |
Example Zaps
Here are popular workflows you can set up in minutes:
Invoice Paid → Slack Notification
Get a message in your #payments Slack channel every time a client pays an invoice. Map the client name, invoice number, and amount into the Slack message for at-a-glance visibility.
Proposal Accepted → Google Sheets Log every accepted proposal to a Google Sheet with client name, proposal amount, accepted date, and scope summary. Build a running record of won deals without manual data entry.
New Inquiry → CRM When someone submits an inquiry, automatically create a lead or contact in HubSpot, Pipedrive, or Salesforce. Include the inquiry message, preferred date, and contact information.
Inquiry Converted → Project Management When an inquiry is converted to a client and project, automatically create a task in Asana, Trello, or Monday.com for project kickoff. Map the client name, project ID, and event date into the task.
Typeform Submission → Create Client When a prospect fills out a Typeform intake form, use the Clearmargin Create Client action to automatically add them to your workspace. Follow up with a Create Project action to pre-configure their project.
Advanced: Custom Webhooks
Need events beyond the 10 built-in triggers? Clearmargin supports 25+ webhook events that you can configure at Settings > Webhooks. Use Zapier's Webhooks by Zapier trigger (Catch Hook) to receive any Clearmargin webhook event directly.
Custom webhooks are HMAC-signed with a shared secret for security. You can verify signatures using Zapier's Code step if needed. See the webhook events reference for the complete list of event types and payload formats.
Reference
- API Reference — Full endpoint documentation, query syntax, and examples
- Webhook Events — All available webhook event types and payload formats
- Webhook Settings — Manage webhook endpoints in your dashboard
- API Keys — Create and manage your API keys (for custom integrations)