Put CLG App to work with AI and enterprise-grade automation
Automate smarter with CLG App and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Status Changed
Triggers when a client status is changed.
Try ItTriggerInstant - New Client
Triggers when a new client is created.
Try ItTriggerInstant - New Letter Generated
Triggers when a new letter is generated.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant
- Delete Lead
Triggers when a lead is deleted.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Client
Triggers when a client is updated.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
ActionWrite
For builders
Let your AI safely access CLG App
Go beyond Zap workflows. Install Zapier in your AI to call CLG App actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in CLG App from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose CLG App actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a CLG App connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "clg-app", owner: "me" });
await zapier.runAction({
app: 'clg-app',
action: 'client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.











