CLIENT PORTAL INTEGRATIONS · UPDATED OCTOBER 2026

Client Portal Integrations for Agencies

Client portal integrations connect the portal your clients use to the tools your agency already pays for, so payments, leads, alerts and reports move by themselves. From $29 a month, Clientish connects 12 payment gateways, QuickBooks and Xero, Slack, Teams, Discord, Telegram, WhatsApp and SMS, Calendly and Cal.com, Facebook Lead Ads, Zapier and Make, 13 report sources for your client portal, and Claude and ChatGPT, each switched on with your own account, plus Zapier’s 9,000+ apps through the Clientish app on Zapier.

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Clientish Integrations page with payment gateways, communication, leads and import, automation and API, client reports and AI assistants, ten of them connected

51Integrations Ready to Connect

12Payment Gateways

13Client Report Sources

5Tools You Can Import From

Why Agencies Connect Their Tools

Every tool that does not talk to your client portal means copying, checking and chasing by hand: a payment marked twice, a lead found a week late, a report sent by email and never opened.

Money Arrives Somewhere Else

The client pays in one tool, the invoice lives in another, and someone marks it paid by hand.

The Team Misses New Work

A new lead or order sits in a dashboard nobody has open, instead of the chat your team already reads.

Leads Get Typed In Twice

Bookings and ad leads arrive by email and get copied into the CRM, if anyone remembers.

Payment and accounting integrations: Stripe, PayPal, Paddle, Braintree, Authorize.net, Mollie, Paystack, Razorpay, PayFast, SSLCommerz, manual banking, QuickBooks and Xero

PAYMENTS & ACCOUNTING

Get Paid Into Your Own Accounts

Connect the gateways your clients already use and they pay invoices and orders straight into your own account. Invoices then go to QuickBooks or Xero, so your books match without retyping. See client invoicing.

Stripe, PayPal, Paddle, Braintree and Authorize.net

Mollie, Paystack, Razorpay, PayFast and SSLCommerz for local cards

Manual banking with bKash and Nagad details

QuickBooks Online and Xero for your invoices

COMMUNICATION

Updates Where Your Team and Clients Are

Every email goes through your own mail server. New leads, orders, tickets and paid invoices can post to Slack, Microsoft Teams, Discord or Telegram, and you can text clients by SMS or WhatsApp from your own Twilio number.

Your own SMTP for every email clients receive

Slack, Microsoft Teams, Discord and Telegram alerts

SMS and WhatsApp from your Twilio sender

MailChimp audience kept in step with new clients and leads

Leads and import integrations: Calendly, Cal.com, Facebook Lead Ads and one-time imports from ClickUp, Asana, Monday.com, Trello and Notion

LEADS & IMPORT

New Leads Come In by Themselves

Calls booked in Calendly or Cal.com become leads, assigned to whoever takes the call. Facebook and Instagram ad forms land in your pipeline. Moving from another tool? Import clients and work from ClickUp, Asana, Monday.com, Trello or Notion. See lead management and switching to Clientish.

Calendly and Cal.com bookings become leads

Facebook Lead Ads straight into the pipeline

One-time imports from five project tools

Google Calendar buttons on clients, leads and invoices

Every Integration, by Category

All 51 client portal integrations you can switch on today, grouped by the job they do. Each one connects with your own account and keys, and can be turned off at any time without losing your data.

Payments & accounting 14

Clients pay into your own account, and invoices reach your books.

Client invoicing →

STStripeCollect card payments for your services.PAPayPalClients pay invoices and orders into your PayPal account.PAPaddleSell through Paddle as merchant of record.BRBraintreeCard payments into your own Braintree account.ANAuthorize.netCard payments into your own Authorize.net account.MOMollieiDEAL, Bancontact, SEPA, Klarna and cards across Europe.PAPaystackCards, bank transfer and mobile money in Africa.RARazorpayCards, UPI and netbanking for clients in India.PPPayFast (Pakistan)Cards, JazzCash and Easypaisa, charged in PKR.PSPayFast (South Africa)Cards, Instant EFT, SnapScan and Zapper in ZAR.SSSSLCommerzLocal cards and mobile banking in Bangladesh.MBManual BankingBank, bKash and Nagad details; you confirm each payment.

QUQuickBooksSend your invoices into QuickBooks Online.

XEXeroSend your invoices into Xero.

Communication 8

Email from your own server, alerts where your team talks, texts to clients.

Email automation →

SMSMTPYour own mail server for every email.

MAMailChimpNew clients and leads added to your audience.

TSTwilio SMSText clients from your own Twilio number.

WHWhatsAppConnect by Meta, Twilio or QR; chats arrive in Live Chat.

SLSlackNew leads, orders, tickets and paid invoices to a channel.

MTMicrosoft TeamsThe same alerts in a Teams channel.

DIDiscordThe same alerts in a Discord channel.

TETelegramThe same alerts in a Telegram group or chat.

Leads & import 8

New leads arrive by themselves, and your old tools come over in one go.

Switch to Clientish →

CACalendlyBooked calls become leads with a brief.CCCal.comBooked calls become leads with a brief.FLFacebook Lead AdsFacebook and Instagram ad leads into your pipeline.CLClickUpImportOne-time import of clients, work, team and comments.ASAsanaImportOne-time import of projects, tasks and comments.MCMonday.comImportOne-time import of boards, items and updates.TRTrelloImportOne-time import of boards, cards and comments.NONotionImportOne-time import of databases and their rows.

Client reports in the portal 13

Show the reports you already make inside the client portal.

Client reporting →

AGAgencyAnalyticsLive marketing reports in the client’s portal.DADashThisDashboards in the client’s portal.DADataboxDataboards in the client’s portal.WHWhatagraphReports in the client’s portal.GSGoogle SheetsKeyword lists, calendars, any shared sheet.GDGoogle DocsBriefs, strategies and plans.AIAirtableA shared Airtable view.FIFigmaDesigns the client can view and zoom.MIMiroA board the client can look around.FIFrame.ioVideo reviews inside the portal.LOLoomWalk-through videos inside the portal.NONotionA shared Notion page.ALAny linkAny page you share with a link.

Automation, AI & files 8

Connect anything else, ask your AI and share files.

Webhooks & API →

ZAZapierThe Clientish app on Zapier connects you to 9,000+ more apps.MAMakeRun Make scenarios from the same events.WAWebhooks & APIYour own endpoints and API keys.CLClaudeAsk Claude about your clients, orders and invoices.CHChatGPTAsk ChatGPT about the same data.

GDGoogle DriveShare Drive files on orders, tickets and work.

GCGoogle CalendarCalendar buttons on clients, leads and invoices.

GRGoogle reCAPTCHAStop spam on your forms and sign-in pages.

What Changes for Your Agency

Integrations only matter when they remove a step your team does by hand every day. These are the steps that disappear once your client portal is connected to the rest of your tools.

Paid Invoices Mark Themselves

Online payments land in your account and close the invoice.

Books Without Retyping

Invoices flow to QuickBooks or Xero.

The Team Hears at Once

New leads and orders appear in the chat they already use.

No Lead Left in an Inbox

Bookings and ad leads go straight to your pipeline.

Reports Where Clients Look

Report links live in the client portal, not old emails.

Emails From You

Every client email goes through your own mail server.

Room for Anything Else

Zapier, Make, webhooks and the API cover the rest.

Your Accounts, Your Data

Each integration uses your own account and keys.

Built-In or Glued Together

Many agencies connect tools with Zapier for everything. Here is the difference when the common ones are built in. See white label for the email and domain side.

Everyday agency connections

Zapier for EverythingA paid task per step

Built inClientish IntegrationsSwitched on in Settings

Payment gateways that close the invoice

Build it

✓

Team alerts in Slack, Teams, Discord, Telegram

One Zap each

✓

Bookings and ad leads as leads

One Zap each

✓

Client reports inside the portal

—

✓

Imports from ClickUp, Asana, Monday, Trello, Notion

—

✓

Zapier and Make still available

✓

Charged per task

Yes

Client Portal Integrations FAQ

Straight answers about client portal integrations: payments, accounting, chat, leads, reports, Zapier and what they cost.

What are client portal integrations?

They are connections between the portal your clients log in to and the other tools your agency runs on, such as a payment gateway, your accounting app or your team chat, so information moves on its own instead of being copied by hand.

Which payment gateways does Clientish integrate with?

Stripe, PayPal, Paddle, Braintree, Authorize.net, Mollie, Paystack, Razorpay, PayFast (Pakistan and South Africa), SSLCommerz and manual banking. Clients pay into your own account.

Does Clientish integrate with QuickBooks or Xero?

Yes. Connect QuickBooks Online or Xero and your invoices are sent there, so your books match your client work.

Can new leads and orders post to Slack or Microsoft Teams?

Yes. Slack, Microsoft Teams, Discord and Telegram can receive new leads, orders, tickets and paid invoices.

Can I send SMS or WhatsApp messages to clients?

Yes. Connect WhatsApp through Meta, Twilio or a QR scan, Telegram with a bot and SMS through your own Twilio number. Chats arrive in Live Chat beside portal messages, and automations can send them too.

Does it work with Calendly or Cal.com?

Yes. Every call booked in Calendly or Cal.com lands on the lead or client it belongs to, and new people become leads assigned to whoever takes the call. Leads come with Growth.

Is there a Clientish app on Zapier?

Yes, and through it Clientish works with the 9,000+ apps Zapier connects. It has 10 instant triggers such as new order, invoice paid or new lead, 10 actions such as create a lead, client, order or draft invoice, and 4 searches. Open it from Settings, Webhooks & API, connect with an API key and nothing it does can delete data.

Can I connect Make or my own tools?

Yes. Make scenarios and your own tools run from the same order, invoice, lead and ticket events over signed webhooks, and the API lets them create and update records with an API key.

Can I show AgencyAnalytics or Google Sheets reports to clients?

Yes. 13 report sources, including AgencyAnalytics, DashThis, Databox, Whatagraph, Google Sheets and Figma, can be shown in the client portal.

Can I import my data from ClickUp or Asana?

Yes. ClickUp, Asana, Monday.com, Trello and Notion each have a one-time import for clients, work, team and comments.

Do integrations cost extra?

No. Integrations are part of every Clientish plan, from $29 a month; the lead ones feed the pipeline, which comes with Growth at $49. Some providers, like Twilio or a payment gateway, charge their own fees.

Which integrations are coming next?

Google Analytics, Google Tag Manager, ActiveCampaign and Google Data Studio are listed as coming soon on the Integrations page.

14-day free trial · no credit card

Connect your client portal to the tools you use.

Switch on the payment gateways, accounting, team chat and report tools your agency already pays for, each with your own account. Payments, leads and alerts then move by themselves. Try it with example data first.

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51 built-in integrations9,000+ apps via Zapier14 day free trial

What every integration gets

Your own account and keys
On or off with one switch
No charge from us per task
Data stays in your workspace
Zapier and Make for the rest
A link from the right page

Every feature unlocked in the trial. Pick a plan only when you are ready.