Webhooks & API
The moment a client clicks your ClientInvite link and grants access, your work is just starting: someone has to tell the team, update the CRM, and kick off onboarding. Webhooks and the API let you automate all of it — the instant the connection completes, your other tools already know.
What you can build
- Get a Slack or email alert when a client grants access
- Add new ClientInvite clients to your CRM (HubSpot, Pipedrive, Go High Level, etc.)
- Log every connection to a Google Sheet or Airtable base
- Kick off onboarding sequences in your email tool when a new client connects
- Enrich other workflows by looking up ClientInvite client data on demand
Which should I use?
| Use | When |
|---|---|
| Webhooks | You want something to happen automatically when a client connects. No code needed if you use Make, n8n, or any tool that accepts webhooks. |
| API | You're a developer and want to look up client and connection data on demand from your own system. |
Plan availability
Webhooks and the API are available on the Agency plan ($89/mo). The Freelancer plan does not include them. You can upgrade any time in Settings → Billing.
Next steps
- Webhooks reference — set up your endpoint, payload fields, signature verification, retries
- API reference — authentication, endpoints, pagination
- Recipes — step-by-step guides you can finish in about five minutes