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Automation & orchestration

Everything triggers
an action elsewhere.

FluentCRM (contact sync), n8n and Zapier (visual workflows), HMAC-signed webhooks (28+ outgoing events), complete REST API (30+ endpoints, rotating keys). Everything that happens in Client Vault can trigger an action elsewhere — and vice versa.

Use cases

Three ways to use it
Three practical examples.

01

Auto CRM Sync

Step completed → contact tagged “step-3-done” in FluentCRM → follow-up email sequence triggered.

02

Webhook workflow with n8n

Document upload → webhook → n8n files the PDF in Drive + creates a Notion task + notifies Slack.

03

REST API

Incoming API: a Stripe event (payment) automatically unlocks a Client Vault step.

Compatibility

Supported tools
Native compatibility or Webhook.

All the tools below connect to Client Vault. “Native” = dedicated integration. “Webhook” = universal mode for connecting services together.

FluentCRM

Native

Native connector — syncs contacts, tags, lists, and triggerable sequences.

n8n

Native via Webhook

Webhook + dedicated Client Vault nodes in n8n cloud / self-hosted.

Zapier

Native via Webhook

Official Client Vault app in Zapier — triggers + actions.

Make (ex-Integromat)

Native via Webhook

Webhook mode + Make scenarios.

Pabbly Connect

Native via Webhook

Webhook + Pabbly flows.

Signed Webhooks

Native

28+ outgoing events — upload, completion, deadline, validation…

REST API

Native

30+ endpoints, rotating keys, anti-SSRF, call logs.

Transactional Email

Native

SMTP / SendGrid / Mailgun / Postmark — custom email output.

Slack

Native via Webhook

Slack incoming webhook to notify your channel.

Discord

Native via Webhook

Discord incoming webhook to notify your server.

Native via Webhook

Native

Bot API for push notifications.

Twilio

Native via Webhook

SMS / call via Twilio upon event.

What is included

Native capabilities
verified in the code.

You have full control over your data

28+ webhook events

Native

file_upload, download, delete, update, view · card/link/embed/notepad CRUD · comment_create · folder lifecycle · client_login/create · export_zip/selective.

HMAC SHA-256 signature

Native

X-CV-Signature header, hash_hmac(‘sha256’, payload, secret). Provable authenticity, anti-replay documented on the receiver side.

REST API for clients/files/cards

Native

GET/POST/PUT/DELETE for /clients, /files, /cards, /links, /embeds, /notepad. Full lifecycle via API.

Cross-functional endpoints

Native

/clients/{id}/activity (audit log), /stats (KPIs dashboard) — BI integration / Datastudio / SIEM.

Bearer token + X-CV-API-Key

Native

REST standards (Authorization: Bearer cv_xxx) + legacy alternative (X-CV-API-Key). Mandatory cv_ prefix.

Anti-SSRF webhooks

Native

URL validation against 127.0.0.1, 169.254.169.254, internal ports, http/https schemes only. Controlled output.

FAQ

Frequently asked questions

Which events are available via outbound webhook?

28 events: upload.completed, step.completed, step.deadline_approaching, step.deadline_missed, course.lesson_completed, form.submitted, calendar.booked, calendar.cancelled, vault.opened, vault.closed, etc.

How to verify that a webhook originates from Client Vault?

All webhooks are HMAC SHA-256 signed with a secret key configured in Client Vault. Verify the signature in the X-CV-Signature header.

Does the REST API have SSRF protection?

Yes. Outbound requests (webhooks, external asset fetching) are filtered against private IPs and internal domains. API keys are rotatable.

FluentCRM: how does contact synchronization work?

When a client is created in Client Vault, a contact is created in FluentCRM with their tags. Conversely, you can use a FluentCRM sequence to call the Client Vault API and unlock a step.

Ready to connect

Your tools are ready.
Client Vault puts them in motion.

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Launch offer – ends September 15

Pay once. For life.
Up to 4× more sites.

All of Client Vault, team management included, installed on your side.

To get started

Pro Team · 3 sites

For the professional managing their first clients.

3sitesfor life

−50% at launch

999 €instead of 1 999 €

  • Everything in SOLO + PRO included, plus:
  • 3 sites (instead of 1) at the URL of your choice
  • Unlimited clients for each vault
  • Team mode for Admin
  • Team mode for users
  • Lifetime license · no renewal
  • Updates FREE FOR LIFE (launch promo)
  • Scripted journeys (1:1, Group, Collection, Funnel)
  • REST API + unlimited webhooks
  • Technical support

To deploy

Pro Team · 30 sites

To install Client Vault for your clients, white-labeled.

30sitesfor life

10 sites ×3 at launch

1 999 €one-time payment

  • Everything in SOLO + PRO included, plus:
  • 30 sites (instead of 10) at the URL of your choice
  • Unlimited clients for each vault
  • Team mode for Admin
  • Team mode for users
  • Lifetime license · no renewal
  • Updates FREE FOR LIFE (launch promo)
  • Scripted journeys (1:1, Group, Collection, Funnel)
  • REST API + unlimited webhooks
  • Technical support

After launch: 3 sites = 1 999 € · 10 sites = 2 499 € · 100 sites = 9 999 €. Buying now means more sites for less — forever.

Pro · 1 site — just for you, no teamAll of Client Vault, Journeys included, for life on your site.

1 199 € 599 € Choose →

One-time payment · Updates included · Your data stays with you, forever

Prices shown exclude VAT