Skip to main content
ClientNest365ClientNest365

Loom + Gmail / Outlook

Send a Loom intro video on client invitation

When a new client is invited, send a follow-up email 30 minutes later with a Loom walkthrough of the portal. Helps non-technical clients adopt faster.

10 min setup Trigger: client.invited medium
works with Zapierworks with Make.com

Setup steps

  1. In Loom: record the walkthrough (2 minutes is plenty). Get the share URL.
  2. In Make / Zapier: webhook trigger.
  3. Add a 30-minute delay step.
  4. Add 'Gmail Send Email' or 'Outlook Send Mail' step. To: client.primary_email. Body: includes the Loom URL.
  5. In ClientNest365: subscribe a new webhook to client.invited.

Payload fields you'll use

  • client.name
  • client.primary_email

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 client.invited 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.