Put Clientbox to work with AI and enterprise-grade automation
Automate smarter with Clientbox 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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Or pick an app to pair with
Airtable
Databases
ActiveCampaign
Marketing Automation
MailerLite
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
MailerLite
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
MailerLite
Marketing Automation
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.
- Relation Deleted
Triggers when a relation is deleted.
Try ItTriggerInstant - Relation Label Added
Triggers when a label is added to a relation.
Try ItTriggerInstant - Relation Lead Status Changed
Triggers when the lead status of a relation is changed.
Try ItTriggerInstant - Company NameRequired
ActionWrite
- New Relation
Triggers when a new relation is created.
Try ItTriggerInstant - Relation Label Removed
Triggers when a label is removed from a customer.
Try ItTriggerInstant - Relation IDRequired
- Label IDRequired
ActionWrite- First Name
- Middle Name
- Last NameRequired
ActionWrite
For builders
Let your AI safely access Clientbox
Go beyond Zap workflows. Install Zapier in your AI to call Clientbox actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Clientbox 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
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Clientbox 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 Clientbox 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: "clientbox", owner: "me" });
await zapier.runAction({
app: 'clientbox',
action: 'add_label_to_relation',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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