Connecting ClientPress to Make

Make (formerly Integromat) lets you build multi-step automation scenarios visually. You can connect ClientPress to Make to trigger scenarios when portal events occur, and to send actions back to ClientPress from your workflows.

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How the Connection Works #

ClientPress connects to Make in two directions:

• Outbound (Triggers): ClientPress sends webhook events to Make when portal activity occurs. Make uses these as scenario triggers.
• Inbound (Actions): Make sends HTTP requests to ClientPress to create portals, send invitations, assign users, or update portals.

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Step 1: Generate an API Key #

1. In your WordPress admin, go to ClientPress → Integrations
2. Find the Make section
3. Click Generate Key
4. Copy the key immediately — it is only shown once and cannot be retrieved later

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Step 2: Set Up a Trigger (Outbound) #

To trigger a Make scenario when something happens in ClientPress:

1. In Make, create a new scenario
2. Add a Webhooks → Custom webhook module as the trigger
3. Click Add to create a new webhook and copy the URL it provides
4. In your WordPress admin, go to Settings → ClientPress → Advanced → Webhooks
5. Paste the URL into the Endpoint URL field
6. Select which events should fire
7. Save settings
8. Back in Make, click Run once and trigger one of the selected events in a test portal
9. Make will capture the payload and make the data structure available for mapping in subsequent modules

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Step 3: Set Up an Action (Inbound) #

To have Make send an action to ClientPress (e.g. create a portal when a CRM deal closes):

1. In Make, add an HTTP → Make a request module to your scenario
2. Configure it:
   • URL: https://your-site.com/wp-json/cp/v1/webhook
   • Method: POST
   • Headers: Add X-CP-API-Key with your API key as the value
   • Body type: Raw
   • Content type: application/json
   • Request content: Your action JSON payload

For example, to create a portal:

{
  "action": "create_portal",
  "title": "{{client_name}}",
  "status": "pending"
}

You can use Make’s dynamic values (mapped from earlier modules) inside the JSON.

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Available Inbound Actions #

• create_portal — Creates a new portal
• send_invite — Sends a client invitation to a portal
• assign_user — Assigns an existing user to a portal
• update_portal — Updates a portal’s status, color, or upload setting

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Available Trigger Events #

Any of the 13 ClientPress webhook events can serve as a Make trigger. See Using Webhooks with ClientPress for the full event list.

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Security Note #

Keep your API key private. If a key is ever exposed, revoke it immediately from ClientPress → Integrations and generate a new one. The old key is invalidated instantly.