ClientLoop
Slack integration

Know the moment documents land.

Slack alerts are built into ClientLoop — no Zapier, no middleware.

Example workflow

Submission to Slack message — no tools in between

Client submitsDocuments uploaded
ClientLoop notifiesBuilt-in integration
Message landsYour team channel
In your channel

The three messages that matter.

A client submits. A request is approved. Something goes overdue. Your channel hears it first.

Setup

Two minutes, one paste.

  1. 01

    Create an incoming webhook in Slack

    Pick the channel your team watches — #client-ops, #onboarding, wherever the work happens — and copy the webhook URL Slack gives you.

  2. 02

    Paste it into ClientLoop

    Settings → notifications. One field, one paste, save.

  3. 03

    That's it

    Submissions, approvals and overdue requests land in your channel the moment they happen. Nothing to poll, nothing to maintain.

Beyond Slack

Richer routing? Point a webhook anywhere.

When a channel isn't enough, ClientLoop's signed outbound webhooks deliver every request lifecycle event to any endpoint you choose.

{
  "event": "request.submitted",
  "workspaceId": "ws_1a2b3c",
  "requestId": "req_9f2a",
  "clientId": "client_9f2a",
  "timestamp": "2026-01-15T10:32:00Z",
  "data": { "status": "submitted" }
}

Every payload is HMAC-SHA256 signed with a per-endpoint secret. Verify before you trust.

Read the webhooks guide →
FAQ

Common questions

Do I need Zapier or Make to get Slack notifications?

No. Slack notifications are built into ClientLoop. Paste a Slack incoming-webhook URL into your dashboard settings and ClientLoop posts to your channel directly — no middleware, no extra subscription.

How do I set it up?

Create an incoming webhook in Slack for the channel you want, then paste its URL into ClientLoop under Settings → notifications. That is the whole setup.

Which events post to Slack?

The moment a client submits documents, when a request is approved, and when something goes overdue — the events your team actually needs to act on.

What if I need routing beyond a Slack channel?

Use ClientLoop's outbound webhooks — signed HTTP events (request.submitted, document.uploaded, and other lifecycle events) you can point at any tool. API access and outbound webhooks are Pro plan features, £19/mo flat.

Stop refreshing the dashboard.

Let Slack tell you the moment documents land.