For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/integrations/index.md.
  • English

      • Integrations

      Integrations connect external checkout and marketing platforms to Clickmax: when a sale or a lead happens out there, Clickmax receives the event and creates contacts, triggers automations and records the activity. Each platform has its own setup page.

      Workspace role: Owner, Admin, Editor or Collaborator. Finance, Guest and Attendant do not see Integrations.

      How it works

      Each platform sends an event (approved sale, refund, abandoned cart) to a Clickmax webhook URL. Clickmax translates that event into its own model — creating or updating the contact, recording the sale, and optionally firing an automation.

      Finding a platform

      In Explore Integrations, platforms are grouped by category. Use the tabs at the top to see a single category, or the Search integrations by name field to jump straight to a platform: search ignores accents and capitalization and looks inside the selected category, so pick All to search everywhere. The Sales from other platforms screen has the same search field. To clear it, use the field's x or press Esc.

      The creation screen

      After you pick a platform, the creation screen shows the form on the left and the Step by step panel on the right. On smaller screens, the step by step shows up above the form.

      • Step by step: that platform's steps, in order. Click a step's number to mark it as done and follow your progress at the top. Marks only help you keep your place while switching tabs; they are not saved and reset when you leave the screen. The Open button takes you to the platform's site.
      • Highlights in the text: button and menu names show in bold, and values to copy or look up exactly as written (events, domains, key prefixes) show in code font.
      • Footer: the Complete integration button is always visible, with a note on what is still missing to enable it.

      Platforms that Clickmax reaches through an automation tool (such as Circle, HubSpot or Piperun) start with Automation Platform: pick Zapier, Make, Piperun or n8n from the cards. That tool's form and step by step show up right below, and you can switch at any time without losing what you already filled in. When there is only one option, it comes already selected. For Circle, Zapier and Make also have an image guide, which opens when you pick the tool and can be reopened from View image guide.

      For checkout platforms, creation happens in two moments. First, Create integration, in the Connect to the platform section, generates the webhook URL (and, for some platforms, a token) with a Copy button. After you add that URL on the platform, Complete integration completes the setup.

      Your integrations

      Active integrations lists every integration in the workspace. The top shows how many exist and how many are active. You can filter by Incoming (the platform sends to Clickmax) or Outgoing (Clickmax sends out), search by name or platform, and create one with New integration.

      Each card shows the platform, the direction, the URL with a copy button, the triggers (for outgoing ones), the request count and the status. The switch turns the integration on or off; the pencil opens its settings (outgoing only) and the trash can deletes it.

      When you open an integration, the top shows the platform, the status and the URL. Right below are the request totals by status: click one (for example, Failed) to filter the history, and Total requests to see all of them again. On each request, Details opens what was received or sent, in tabs: Body (the JSON, with a Copy JSON button) and Headers. Outgoing integrations also have an Attempts tab with each delivery attempt and what the destination platform answered: the HTTP error code, or a note that the destination did not respond. When the delivery failed, the dialog opens on that tab. Also on outgoing ones, Resend (in the table or the dialog) sends it again.

      Checkout platforms

      Capturing external leads

      Send events out

      Sending data to other platforms

      If it didn't work

      • You cannot open or save the integration: see no permission.
      • Sales arrive but no contact is created: check the contact limit (Portuguese).
      • The webhook returns an error: see the error codes (Portuguese).