Integrations
Wire ClientNest365 to the tools you already use.
Every meaningful event in your workspace fires a webhook: a client opens their portal, uploads a file, approves a memo, pays an invoice. Catch those webhooks in Zapier, Make.com, n8n, or any direct endpoint and route them into the rest of your stack.
17 ready-to-build recipes across 11 categories. Each one is a 5-15 minute setup. The webhook plumbing is already in your workspace at Settings → Webhooks; these recipes describe what to do on the other end.
Notifications and alerts
Notifications and alerts
Discord
4 min
Celebrate paid invoices in a Discord channel
Same as the Slack recipe, for teams on Discord. Includes a celebratory emoji because money landing is worth marking.
on: invoice.paidDirect webhookZapierMake.comSlack
5 min
Notify the team when a client signs off
The instant a client clicks Approve or Request Changes, the partner who owns the matter gets a Slack ping with the decision and any comment.
on: approval.decidedZapierMake.comn8nDirect webhookSlack
5 min
Post to Slack when a client pays
Internal Slack ping with the client name, invoice number, and amount the moment a client pays. Keeps the team in the loop without checking the dashboard.
on: invoice.paidZapierMake.comn8nDirect webhookTelegram
8 min
Telegram alert for tomorrow's deadlines
Daily-driver alert lane for partners who use Telegram. 1-day reminder bands fire to a private group chat with the partner team.
on: deadline.due_soonDirect webhookZapierMake.com
Accounting and ledgers
Accounting and ledgers
QuickBooks
15 min
Record paid invoices in QuickBooks
When a ClientNest365 invoice is paid, create a matching invoice + payment in QuickBooks. Saves the manual reconciliation step at month-end.
on: invoice.paidZapierMake.comStripe
10 min
Tag every Stripe customer when an invoice is sent
For payment-provider workflows that route through Stripe: when a ClientNest365 invoice is marked Sent, tag the matching Stripe customer with the invoice number for reconciliation.
on: invoice.sentZapierMake.com
File backups
File backups
Google Drive
12 min
Mirror every client upload to Google Drive
Every file a client uploads gets a copy in a Drive folder named after the client. Useful as an offsite backup or for teams that still keep working files in Drive.
on: file.uploadedZapierMake.comMicrosoft OneDrive
12 min
Mirror every client upload to OneDrive
Same as the Drive recipe but for Microsoft 365 shops. Each client's files land in a folder named after the client inside your OneDrive backup folder.
on: file.uploadedZapierMake.com
Calendar and scheduling
Calendar and scheduling
Data and audit logs
Data and audit logs
Airtable
7 min
Log every classified document to Airtable
Each uploaded file appears as a row in an Airtable base, with the AI classification and confidence score. Useful for audit, sampling, or downstream reporting.
on: file.classifiedZapierMake.comn8nNotion
7 min
Log filed returns in a Notion database
Every filed deadline creates a row in a Notion database. Becomes your annual record of what was filed when, useful for the next year's planning and for any audit.
on: deadline.filedZapierMake.com
Marketing and onboarding
Marketing and onboarding
Building your own
Webhook payload format
Every webhook ClientNest365 sends is a JSON POST with an X-CN-Signature header carrying an HMAC-SHA256 signature. Verify the signature with your endpoint secret (shown once at endpoint creation), then route the payload by the event field.
Don't see a recipe for the tool you use? Tell us what you'd wire and we'll add the recipe. Most integrations take less than an hour to document once we know the target tool.