Overview
The Find Client endpoint allows you to search for a specific client by name within a workspace. This endpoint is designed for Zapier integrations where you need to locate an existing client before performing actions like creating projects or time entries.This endpoint performs a case-insensitive partial match search on the client name, making it easy to find clients even with slight variations in naming.
Authentication
All requests require a valid API key in the Authorization header:Find Client
Request Body
The unique identifier of the workspace to search within. Must be a valid UUID format.Example:
"w1b2c3d4-e5f6-7890-abcd-ef0987654321"The client name to search for. Performs case-insensitive partial matching.Example:
"Acme Corporation" or "acme" (will match “Acme Corporation”)Response
Success Response
Returns an array containing the matching client object, or an empty array if no match is found:Unique client identifier (UUID format)
Client or company name
Client type classification
company- Business or organizationindividual- Individual person
Current client status
active- Client is currently activeinactive- Client is temporarily inactive
Primary contact email address
Contact phone number with country code
Complete business or mailing address
Additional notes or comments about the client
Default currency for client billing (ISO 4217 format)
ISO 8601 timestamp when client was created
ISO 8601 timestamp when client was last modified
No Results Response
When no matching client is found, returns an empty array:Error Responses
400 Bad Request - Invalid Parameters
400 Bad Request - Invalid Parameters
Solution: Ensure both
workspace_id and name are provided with valid formats401 Unauthorized
401 Unauthorized
500 Internal Server Error
500 Internal Server Error
Solution: Retry the request or contact support if the issue persists
Search Behavior
Partial Matching
The search performs case-insensitive partial matching on the client name:- Input:
"acme"→ Matches: “Acme Corporation”, “ACME Inc.”, “acme consulting” - Input:
"Corp"→ Matches: “Acme Corporation”, “Tech Corp”, “Global Corp Ltd”
Workspace Scoping
Result Ordering
Results are ordered by creation date (newest first), so the most recently created matching client appears first.Zapier Integration Usage
Common Use Cases
Client Selection in Workflows
Client Selection in Workflows
Use Case: Allow users to select an existing client when creating projects or time entries in Zapier workflows.Implementation: Use this endpoint to populate dropdown lists or validate client selections.
Data Validation
Data Validation
Use Case: Verify that a client exists before performing operations that require client association.Implementation: Check if the returned array is empty to determine if the client exists.
Client Information Retrieval
Client Information Retrieval
Use Case: Get complete client details for use in other workflow steps.Implementation: Use the returned client data to populate forms or send notifications.
Zapier Field Mapping
When setting up Zapier actions, you can map these client fields:- Client ID →
id(for referencing in other API calls) - Client Name →
name(for display purposes) - Client Email →
email(for notifications) - Client Phone →
phone(for contact information) - Client Address →
address(for location-based actions)
Best Practices
Search Optimization:
- Use specific name fragments for better results
- Consider common abbreviations (e.g., “Corp” for “Corporation”)
- Handle empty results gracefully in your workflows
- Cache client data when possible to reduce API calls
Rate Limits
This endpoint follows standard API rate limiting:- Rate Limit: 100 requests per minute per API key
- Burst Limit: 10 requests per second
- Reset Period: Rolling 60-second window
Rate Limit Headers: Response headers include current usage information:
X-RateLimit-Limit: Maximum requests per windowX-RateLimit-Remaining: Remaining requests in current windowX-RateLimit-Reset: Timestamp when the limit resets