How to Automate Client Creation via API & Webhooks

Overview:
Streamline onboarding by pushing new client data from external systems (your website, billing platform) directly into Laywork.

Steps:

1. Go to Settings → API & Webhooks.

2. Under API Keys, click Generate Key and copy it securely.

3. Under Webhooks, click New Webhook, select Client Created as the event, and enter your endpoint URL.

4. From your external app, send a POST to
   https://app.laywork.com/api/clients
   with a JSON payload matching the Add form’s fields and your API key in the header.

5. Verify new clients appear in Customer Management → Clients.

Tips & Best Practices:

• Validate your payload against the template fields (Salutation, Name, Email, Category, etc.) to avoid missing data.

• Secure your endpoint with HTTPS and validate the API key on every request.

• Log webhook deliveries and failures for quick troubleshooting.

Troubleshooting / FAQs:

• 401 Unauthorized: Confirm the API key is correct and hasn’t been revoked.

• Client not created: Check the webhook delivery log for errors and correct your payload schema.

• Duplicate clients via API: Include a unique identifier (e.g., email) in your logic to upsert rather than insert.