OttoKit is a WordPress-adjacent automation platform. The ClientPress integration is available directly inside OttoKit as a pre-built app, so you don’t need to configure raw webhooks manually — triggers and actions are already defined.
How the Connection Works #
OttoKit connects to ClientPress using your site URL and an API key. Once connected:
- Triggers: OttoKit listens for ClientPress portal events and starts workflows automatically
- Actions: OttoKit can send commands to ClientPress to create portals, invite clients, assign users, and update portals
Step 1: Generate an API Key #
- In your WordPress admin, go to ClientPress → Integrations
- Find the OttoKit section
- Click Generate Key
- Copy the key immediately — it is only shown once and cannot be retrieved later
Step 2: Connect ClientPress in OttoKit #
- Open OttoKit in your WordPress admin
- Go to Apps and find ClientPress
- Click Connect
- Enter:
- API Key: the key you generated above
- Site URL: your full domain (e.g.
https://youragency.com)
- OttoKit will verify the connection automatically
If the connection test passes, you’ll see a success confirmation and the integration is ready to use.
Step 3: Set Up a Webhook URL #
For OttoKit triggers to fire, you need to send ClientPress webhook events to OttoKit:
- In OttoKit, create a new workflow and choose a ClientPress trigger
- OttoKit will provide a unique webhook URL for that workflow
- In your WordPress admin, go to Settings → ClientPress → Advanced → Webhooks
- Paste the OttoKit webhook URL into the Endpoint URL field
- Select the events you want to fire
- Save settings
Available Triggers #
- Portal Created — Fires when a new portal is published
- Task Created — Fires when a new task is added
- Task Completed — Fires when a task is marked complete
- File Uploaded — Fires when a file is added to the Files tab
- File Approved — Fires when a file is approved
- File Rejected — Fires when a file is rejected
- Message Sent — Fires when a Discussion message is posted
- Invitation Accepted — Fires when a client accepts their invitation
- Board Topic Posted — Fires when a new Message Board topic is created
Available Actions #
- Create Portal — Creates a new portal with optional template, color, and status
- Send Invitation — Sends a client invitation email to a portal
- Update Portal — Changes a portal’s status, accent color, or upload permission
- Assign User — Assigns an existing WordPress user to a portal as a client
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.
