Skip to main content
ClientNest365ClientNest365

Slack

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.

5 min setup Trigger: approval.decided easy
works with Zapierworks with Make.comworks with n8nworks with Direct webhook

Setup steps

  1. In ClientNest365: Settings -> Webhooks -> + New endpoint. Name 'Slack approval notifier'.
  2. Subscribe to event: approval.decided
  3. Target: a Slack incoming-webhook URL pointed at #client-decisions (or a per-partner channel).
  4. Format the Slack message to include the matter name, decision, and approver in your Make/Zapier filter step.

Payload fields you'll use

  • approval.subject
  • approval.decision
  • approval.decided_at
  • approval.comment
  • client.name

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the approval.decided event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.