Connecting ClientPress to Zapier

Zapier lets you connect ClientPress to thousands of other apps without writing code. You can trigger Zaps when things happen in ClientPress portals, and you can also send actions back to ClientPress from Zapier.

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How the Connection Works #

ClientPress connects to Zapier in two directions:

• Outbound (Triggers): ClientPress sends webhook events to Zapier when portal activity occurs. Zapier uses these as Zap triggers.
• Inbound (Actions): Zapier sends 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 Zapier 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 Zap (Outbound) #

To trigger a Zap when something happens in ClientPress:

1. In Zapier, create a new Zap
2. Choose Webhooks by Zapier as the trigger
3. Select Catch Hook
4. Copy the webhook URL Zapier provides
5. In your WordPress admin, go to Settings → ClientPress → Advanced → Webhooks
6. Paste the URL into the Endpoint URL field
7. Select which events should fire
8. Save settings
9. Back in Zapier, trigger one of the selected events in a test portal to send a sample payload
10. Zapier will detect the payload structure and let you map fields to subsequent Zap steps

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Step 3: Set Up an Action Zap (Inbound) #

To have Zapier send an action to ClientPress (e.g. create a portal when a form is submitted):

1. In Zapier, add a Webhooks by Zapier action step
2. Select POST
3. Set the URL to: https://your-site.com/wp-json/cp/v1/webhook
4. Set Payload Type to JSON
5. Add a header: X-CP-API-Key with your API key as the value
6. In the Data field, add your action payload. For example, to create a portal:

{
  "action": "create_portal",
  "title": "Client Name",
  "status": "pending"
}

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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 Zapier 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.