API-driven request creation
Create document requests the moment a client is added or a contract is signed. No manual steps in the middle.
n8n integration
The document collection layer for your n8n workflows.
ClientLoop handles the requests, uploads and approvals. n8n wires it to everything else — CRM, Slack, sheets, databases.
How it works
ClientLoop is the document collection step. n8n is the wiring.
Collection usually leaks between email, drives and spreadsheets — every manual handoff a place to drop the ball. Give it structure: ClientLoop's API and webhooks let n8n trigger requests, catch submissions and pipe results anywhere.
Example workflow
Mortgage broker example — end to end
Client registersMortgage broker site
n8n triggeredWebhook received
Doc pack sentVia ClientLoop API
Auto remindersScheduled follow-ups
Client submitsDocuments uploaded
n8n webhookrequest.submitted
Slack alertTeam notified
Recipes
Six workflows to steal.
- 01New client in CRM → document request created
A contact lands in your CRM. n8n calls the ClientLoop API, spins up a workspace and sends the right document pack — no manual step.
- 02Client submits documents → team pinged in Slack
ClientLoop fires a webhook the moment a client submits. n8n catches it and posts to the right Slack channel within seconds.
- 03Admin approves → record updated in Sheets / HubSpot
Approve a submission and n8n writes the status back to your spreadsheet or CRM. No copy-paste, everything in sync.
- 04Changes requested → follow-up email to the client
Request changes and n8n emails the client exactly what's needed — from your own domain, automatically.
- 05Request overdue → task created in Asana / Notion / Linear
Nothing submitted after your set window? n8n opens a task for your ops team so it doesn't slip.
- 06New Typeform response → workspace + pack created
Intake form in, workspace out. n8n hands the details to ClientLoop and triggers the right pack — hands-free.
API + webhooks
Every status change, as an event.
ClientLoop emits a webhook the moment something moves. n8n listens and routes it — no polling, no scheduled checks.
- Request created & sent
- Client submits documents
- Changes requested
- Submission approved
What you get
The building blocks of an automated document workflow.
Flexible trigger options
Start a ClientLoop workflow from any n8n trigger — CRM webhook, form, schedule, HTTP request. The API handles the rest.
Structured data back to your stack
On completion, n8n pushes metadata, statuses and client details back to your sheets, databases or CRM.
No more manual chasing
ClientLoop's built-in reminders handle routine follow-ups. n8n covers the edge cases — overdue, missing, escalations.
Reusable document templates
Keep requests consistent with document pack templates. n8n picks the right pack per client type or form answer.
Self-hosted or cloud
Run n8n wherever your compliance needs it. The ClientLoop API and webhooks work the same either way.
Who it's for
Built for technical teams and the businesses they support.
Common questions.
Does ClientLoop have a native n8n node or integration?
Not yet. ClientLoop works with n8n through its REST API and webhook events. Use n8n's HTTP Request node to call the ClientLoop API, and its webhook trigger to receive events from ClientLoop. A native n8n node is on the roadmap.
What webhook events does ClientLoop send?
ClientLoop sends webhook events for the key document workflow changes: request created, client submits documents, changes requested, submission approved, and request completed. Webhook delivery and event types are part of the Pro plan.
What can I do with the ClientLoop API?
The ClientLoop API lets you create and manage document requests, retrieve submission statuses, add feedback to submissions, and connect ClientLoop to external systems. API access is available on the Pro plan.
Is this suitable for non-technical teams?
n8n is a developer-oriented tool and usually needs some technical setup. For simpler no-code automation, see our Zapier integration page. Otherwise a developer or operations specialist can build the workflows once and hand them to the team.
How are uploaded files handled?
Files uploaded by clients through ClientLoop are stored securely in the ClientLoop workspace. When a submission event fires, the webhook payload includes metadata about the submission. Retrieve the files themselves via the API if your downstream workflow needs to process them.
Is the data secure when connecting to n8n?
Yes. ClientLoop uses TLS/HTTPS for all connections and files are encrypted at rest. From n8n you authenticate with an API key kept in your n8n credentials store. ClientLoop never pushes raw file content to n8n without an authenticated API request.
Related
Stop stitching email threads and shared folders.
Build a proper document collection workflow. ClientLoop provides the structure, n8n provides the connections.