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Google Calendar / Outlook

Block calendar time for upcoming deadlines

14 days before a filing deadline fires, automatically block 2 hours in your calendar to prepare the return. Stops the 'forgot until the day before' problem.

8 min setup Trigger: deadline.due_soon easy
works with Zapierworks with Make.com

Setup steps

  1. In Make / Zapier: webhook trigger.
  2. Add a 'Create Event' step in Google Calendar or Outlook.
  3. Event title: dynamic, 'Prep [deadline.title] for [client.name]'.
  4. Event time: deadline.due_at minus 2 days, duration 2 hours.
  5. In ClientNest365: subscribe a new webhook to deadline.due_soon.

Payload fields you'll use

  • deadline.title
  • deadline.due_at
  • deadline.client_id
  • 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 deadline.due_soon 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.