ClientBloom Integrations
Put ClientBloom to work with AI and enterprise-grade automation
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Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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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.
- Call Analysis Created
Triggers when a new call analysis is created in ClientBloom.
Try ItTriggerInstant - New CRS Alert
Triggers when a CRS alert is generated in ClientBloom.
Try ItTriggerInstant - EmalRequired
- Step TypeRequired
- Document ID
- Document Name
- Document Status
- Document URL
- Signed At
- Meeting ID
- Meeting Date
- Survey Responses
- Community
- Content
- When Occurred
- External Event ID
ActionWrite- EmailRequired
- Billing Status
- Amount
- Currency
- Receipt URL
- Payment Method
- Invoice ID
- When Received
- External Event ID
ActionWrite
- Client Created
Triggers when a new client is created in ClientBloom.
Try ItTriggerInstant - Event TypeRequired
- SourceRequired
- Client EmailRequired
- External IDRequired
- Email BodyRequired
- Email SubjectRequired
- From Address
- To Address
- When Received
ActionWrite- EmailRequired
- Amount
- Currency
- Reason
- Processor
- Attempt ID
- Invoice ID
- Error Message
- When Failed
- External Event ID
ActionWrite- EmailRequired
- Channel IdRequired
- ContentRequired
- Sender Name
- Slack User IDRequired
- External IdRequired
- Metadata
- Occurred At
- Event Type
- Source
ActionWrite
For builders
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No code
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose ClientBloom 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 ClientBloom 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: "clientbloom", owner: "me" });
await zapier.runAction({
app: 'clientbloom',
action: 'email_received',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
ClientBloom Help & Support
Common questions
Related categories