Zapier
The Clockwork CRM app on Zapier connects Clockwork CRM to the other applications on Zapier. A trigger starts a Zap when something happens in Clockwork CRM. An action creates, changes or deletes records in Clockwork CRM. A search finds an existing record.
The Clockwork CRM app on Zapier is currently available by invitation only. To use it, contact Clockwork CRM support and ask to be invited.
Connecting Clockwork CRM
Before you connect, create an API key for Zapier:
- Go to Administrator Tools → API Keys and click Add API Key.
- Name the key, for example "Zapier", and click Save.
- Open the key's actions menu, click Manage Permissions, and tick the permissions your Zaps need. Triggers need Manage Webhooks in the Webhooks group. Each action and search needs the matching permission, such as Write General Person Information to create or update a person.
- Open View Key and copy the key.
See API keys and webhooks for the full list of permissions.
When you add a Clockwork CRM step to a Zap, Zapier asks for:
| Field | What it is |
|---|---|
| Clockwork CRM URL | Your Clockwork CRM address, such as https://mycompany.clockworkcrm.com |
| API Key | The key you copied |
Zapier checks the key when you connect. The connection is named after your Clockwork CRM address.
Triggers
Triggers are sent to Zapier as soon as the event happens. Turning on a Zap with a Clockwork CRM trigger creates a webhook named "Zapier" in Administrator Tools → Webhooks, and turning the Zap off removes it.
| Records | Triggers |
|---|---|
| People |
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| Companies |
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| Cases |
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| Opportunities |
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| Calendar |
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| Projects |
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| Communication |
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| Marketing |
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| Finance |
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| Products and services |
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Form Submitted has an optional Form field. Leave it blank to trigger on every form, or choose a form to trigger only on its submissions. Choosing a form also lists its questions as fields you can map in later steps. Listing the questions needs the Read Forms and Submissions permission.
New Website Custom Event triggers when the tracking snippet records a custom event on a tracked website. It includes the event name and its custom properties.
Actions
| Action | What it does | Required fields |
|---|---|---|
| Create Person | Creates a person | First Name, Last Name |
| Update Person | Updates a person | Person ID |
| Create Company | Creates a company | Name |
| Update Company | Updates a company | Company ID |
| Link Person to Company | Links an existing person to an existing company | Company ID, Person ID |
| Create Note | Adds a note to a person or company | Entity Type, Entity ID, Note |
| Create Sale | Creates an opportunity | Name, Value, Importance, Likelihood, Pipeline, Status |
| Update Sale | Updates an opportunity | Sale ID |
| Create Case | Creates a case | Title, Type, Status |
| Update Case | Updates a case | Case ID |
| Create Case Comment | Adds a comment to a case | Case ID, Content |
| Create Project | Creates a project | Name |
| Update Project | Updates a project, including marking it complete | Project ID |
| Create Project Task | Adds a task to a task list | Task List ID, Name |
| Create Calendar Activity | Creates an activity, event, meeting or call | Title, Start, End |
| Update Calendar Activity | Updates a calendar activity | Activity ID |
| Create Service | Creates a service | Name |
| Update Service | Updates a service | Service ID |
| Create Product | Creates a product | Name |
| Update Product | Updates a product | Product ID |
| Create Resource | Creates a resource | Name |
| Add Tag | Adds tags to a person, company, case, opportunity or service | Entity Type, Entity ID, Tags |
| Remove Tag | Removes tags from a person, company, case, opportunity or service | Entity Type, Entity ID, Tags |
| Send Email | Sends an email, optionally linked to a person or company | To, Subject, From |
| Send SMS | Sends an SMS from one of your numbers | To, Message, From Number |
| Delete Record | Deletes a person, company, case, opportunity, service or calendar activity | Entity Type, Entity ID |
On an update action, only the fields you fill in are changed.
Send Email sends from a sender address on a verified sender domain. See Sender and tracking domains. It uses email credits. Send SMS needs a number in international format, such as +44, and uses credits.
Custom properties and drop-downs
The create and update actions for people, companies, opportunities, cases, services and products show your custom properties as fields. Properties with options, such as drop-downs, list those options. On a case, the properties shown are those of the chosen case type.
Other values are offered as drop-downs, so you do not need to look up an ID:
| Field | Offers |
|---|---|
| Type and Status on cases | Your case types, and the statuses of the chosen type |
| Pipeline and Status on opportunities | Your sale pipelines, and the statuses of the chosen pipeline |
| Owner and Assigned To | Your users |
| Tags on Add Tag and Remove Tag | Your tags. You can also type tag names separated by commas |
| From on Send Email | Your sender addresses |
| From Number on Send SMS | Your phone numbers |
The Tags fields on the create and update actions take tag names separated by commas.
Searches
A search finds an existing record, so a Zap can use it in later steps.
| Search | Finds by |
|---|---|
| Find Person | Email, Full Name, First Name or Last Name |
| Find Company | Name or Email |
| Find Sale | Sale Name |
| Find Case | Title or Case Number |
| Find Project | Project Name |
| Find Service | Name or Code |
| Find Product | Name, SKU, Category Name or Manufacturer Name |
A search by email matches the whole address. Every other search matches part of the value.
Related
- API keys and webhooks
- Automations, for automating within Clockwork CRM itself
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