# Zapier

> Connect Clockwork CRM to other applications through Zapier, with triggers, actions and searches.

Source: https://help.clockworkcrm.com/admin/zapier
Last updated: 2026-09-30

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](https://clockworkcrm.com/support) and ask to be invited.

## Connecting Clockwork CRM

Before you connect, create an API key for Zapier:

1. Go to **Administrator Tools → API Keys** and click **Add API Key**.
2. Name the key, for example "Zapier", and click **Save**.
3. 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.
4. Open **View Key** and copy the key.

See [API keys and webhooks](https://help.clockworkcrm.com/admin/api-and-webhooks#permissions) 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 | <ul><li>Person Created</li><li>Person Updated</li><li>Person Deleted</li><li>Person Tagged</li><li>Person Tag Removed</li><li>Person Note Created</li><li>Person Note Updated</li><li>Person Note Deleted</li></ul> |
| Companies | <ul><li>Company Created</li><li>Company Updated</li><li>Company Deleted</li><li>Company Tagged</li><li>Company Tag Removed</li><li>Company Note Created</li><li>Company Note Updated</li><li>Company Note Deleted</li></ul> |
| Cases | <ul><li>Case Created</li><li>Case Updated</li><li>Case Deleted</li><li>Case Tagged</li><li>Case Tag Removed</li><li>Case Comment Created</li><li>Case Comment Updated</li><li>Case Comment Deleted</li><li>Case File Uploaded</li><li>Case File Deleted</li></ul> |
| Opportunities | <ul><li>Sale Created</li><li>Sale Updated</li><li>Sale Deleted</li><li>Sale Tagged</li><li>Sale Tag Removed</li><li>Sale Comment Created</li><li>Sale Comment Updated</li><li>Sale Comment Deleted</li><li>Sale File Uploaded</li><li>Sale File Deleted</li><li>Sale Pipeline Created</li><li>Sale Pipeline Updated</li><li>Sale Status Created</li><li>Sale Status Updated</li><li>Sale Status Deleted</li></ul> |
| Calendar | <ul><li>Calendar Activity Created</li><li>Calendar Activity Updated</li><li>Calendar Activity Deleted</li></ul> |
| Projects | <ul><li>Project Created</li><li>Project Updated</li><li>Project Deleted</li><li>Task List Created</li><li>Task List Updated</li><li>Task List Deleted</li><li>Project Task Created</li><li>Project Task Updated</li><li>Project Task Deleted</li><li>Project Task Tagged</li><li>Project Task Tag Removed</li><li>Project Task File Uploaded</li><li>Project Task File Deleted</li><li>Project Comment Created</li><li>Project Comment Updated</li><li>Project Comment Deleted</li><li>Time Logged</li><li>Time Log Updated</li><li>Time Log Deleted</li><li>Project File Uploaded</li><li>Project File Deleted</li></ul> |
| Communication | <ul><li>SMS Received</strong> (an SMS sent or received)</li><li>Phone Call Recorded</li></ul> |
| Marketing | <ul><li>Form Submitted</li><li>Landing Page Viewed</li><li>Landing Page Link Clicked</li><li>New Website Custom Event</li></ul> |
| Finance | <ul><li>Invoice Created</li><li>Quotation Created</li></ul> |
| Products and services | <ul><li>Product Created</li><li>Product Updated</li><li>Product Deleted</li><li>Product Tagged</li><li>Product Tag Removed</li><li>Product File Added</li><li>Product File Removed</li><li>Service Created</li><li>Service Updated</li><li>Service Deleted</li><li>Service Tagged</li><li>Service Tag Removed</li><li>Service File Uploaded</li><li>Service File Deleted</li><li>Tax Rate Created</li><li>Tax Rate Deleted</li></ul> |

**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](https://help.clockworkcrm.com/admin/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](https://help.clockworkcrm.com/admin/api-and-webhooks)
- [Automations](https://help.clockworkcrm.com/automations/automations), for automating within Clockwork CRM itself