ClientPoint Integrations
Put ClientPoint to work with AI and enterprise-grade automation
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Sales & CRM
HubSpot
Marketing Automation
Pipeline CRM
CRM (Customer Relationship Management)
Airtable
Databases
Jotform
Forms & Surveys
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Pipeline CRM
CRM (Customer Relationship Management)
Airtable
Databases
Jotform
Forms & Surveys
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Apollo
Sales & CRM
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.
- ClientPoint Approve
Triggers when a ClientPoint is approved.
Try ItTriggerInstant - ClientPoint Created
Triggers when a new Clientpoint is Created.
Try ItTriggerInstant - Proposal IDRequired
- LinkRequired
- File NameRequired
- Link typeRequired
ActionWrite- Start Date
- End Date
- Status
- Rep
- Workspace
- Category
- Division
- Service
- Sub Service
- Region
- Market
- Page Size
- Page
- Options
ActionWrite
- Clientpoint Signed
Triggers when a ClientPoint is signed.
Try ItTriggerInstant - ClientPoint Updated
Triggers when a Clientpoint is Updated.
Try ItTriggerInstant - ClientPoint IDRequired
ActionWrite- ClientPoint IDRequired
- Comment TextRequired
- Select TypeRequired
- EmailRequired
ActionWrite
For builders
Let your AI safely access ClientPoint
Go beyond Zap workflows. Install Zapier in your AI to call ClientPoint actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
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Act in ClientPoint 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 ClientPoint 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 ClientPoint 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: "clientpoint", owner: "me" });
await zapier.runAction({
app: 'clientpoint',
action: 'add_link',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
ClientPoint Help & Support
Common questions
Related categories