Manage users

Retrieve user information, update accounts based on external data, or trigger something when user properties change.

Post messages

Send automated client and team updates in your orders based on status changes or other external rules.

Create invoices

Generate new invoices for clients paying outside of SPP, and link them up with charges from your payment processor.

Upload files

Attach files to project data or messages for secure storage in your workspace.

Manage team members

Automate creating team members and assigning them to different projects based on your rules.

Update form data

Create or update intake forms with data from external tools or services.

Start automating in minutes

Activate your API module and use the key to set up automations.

View API Documentation

Authenticate via your API key and start building, or get inspired by our Postman collection first.

SPP has been a key ingredient in our winning recipe for a successful productized service. It's easy for staff to use and customers love the client portal software for managing their service account.

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Garrett Smith, Owner

Agencies are automating with SPP

Build on top of the Client Portal platform to create your own custom API-based workflows.

Powerful Client Portal API

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Agencies are automating with SPP

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