Integrations
Connect ClientCasa with Zapier, n8n, Make, Slack, and other tools using webhooks and the REST API.
Connect ClientCasa with your favorite tools using webhooks and the REST API. No custom coding required for most integrations.
How integrations work
ClientCasa integrates with external tools through two mechanisms:
Webhooks (triggers) — ClientCasa sends HMAC-signed HTTP notifications to your integration tool when events happen. Events include invoice paid, proposal accepted, new client created, time entry logged, document processed, and 20+ more. Configure webhooks at Settings > Webhooks.
REST API (actions) — Your integration tool calls the ClientCasa API to read or write data. The API supports full CRUD operations on all collections with filtering, pagination, sorting, and depth control. Authenticate with API keys created at Settings > API Keys.
Both mechanisms are documented in the API Reference.
Build your own integration
Shipping an integration or app for other ClientCasa businesses — not just wiring up your own account? Start with a free-forever developer account (no subscription, no card on file), register an OAuth app so customers can connect with Sign in with ClientCasa, then publish it to the public integrations directory.
Developer Platform
REST API, TypeScript SDK, OAuth 2.0 + PKCE, and signed webhooks — the builder's front door.
Publishing your app
From a free account to a published, connectable app: sign up, register, confirm your domain, publish.
OAuth quick-start
End-to-end authorization-code-with-PKCE flow in ~50 lines of Node.js.
Published apps appear in the public integrations directory — the ClientCasa app marketplace. Listing opens once the Developer App Agreement is finalized; everything up to publishing works today, so you can be fully prepared.
Integration Guides
Zapier
Native Zapier app with instant triggers, built-in actions, and OAuth authentication. Connect to 6,000+ apps without code.
n8n
Self-hosted workflow automation. Build multi-step workflows using webhooks and HTTP Request nodes.
Make (Integromat)
Visual workflow builder with powerful data transformation. Connect with thousands of apps using scenarios and HTTP modules.
Popular Automation Examples
| Trigger | Action | Use Case |
|---|---|---|
| Invoice paid | Send Slack message | Get notified in your team channel when clients pay |
| Proposal accepted | Create Google Sheets row | Track won deals in a spreadsheet automatically |
| New client created | Add to Mailchimp | Add new clients to your mailing list for onboarding emails |
| Invoice overdue | Send SMS via Twilio | Escalate overdue invoices with a text message reminder |
| Proposal accepted | Create Trello card | Add accepted projects to your task board for kickoff |
Built-in Slack Notifications
ClientCasa has a native Slack integration for instant notifications — no Zapier or n8n needed. Paste your Slack webhook URL in Settings > Integrations > Slack to get notified when invoices are paid, proposals are accepted, and more. See the Slack setup guide for step-by-step instructions.