Slack alerts the moment documents land.
Slack alerts are built into ClientLoop — no Zapier, no middleware.
Submission to Slack message — no tools in between
The three messages that matter.
A client submits. A request is approved. Something goes overdue. Your channel hears it first.
Two minutes, one paste.
- 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.
- 02
Paste it into ClientLoop
Settings → notifications. One field, one paste, save.
- 03
That's it
Submissions, approvals and overdue requests land in your channel the moment they happen. Nothing to poll, nothing to maintain.
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 →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 come with the Pro plan and above.
Stop refreshing the dashboard.
Let Slack tell you the moment documents land.