Trigger requests from any tool
Any Zapier trigger — HubSpot, Typeform, Stripe, Google Sheets — can create a ClientLoop document request the moment it fires.
Zapier integration
Automate document collection — without a custom build.
ClientLoop runs the requests, uploads and approvals. Zapier wires it into the rest of your stack — no backend code.
The gap
No-code teams still chase documents by hand
Your forms and CRM already fire Zaps. Document collection is the step that doesn't. ClientLoop gives it a home — Zapier does the rest.
Example workflow
Agency example — Typeform lead to document collection
Lead submits formTypeform / Tally
Zapier triggeredNew form response
Request createdVia ClientLoop API
Client uploadsDocuments received
Zapier picks upWebhook event
Sheets updatedRecord written
What you get
Everything to automate document collection from Zapier
Get notified on submissions
A client submits, ClientLoop fires a webhook, Zapier notifies your team in Slack, email, or any connected app.
Update your records automatically
When a request is approved, Zapier writes the status back to Airtable, HubSpot or Google Sheets. No copy-pasting.
No-code setup
If you can build a Zap, you can connect ClientLoop. Webhooks by Zapier calls the API; the Webhooks trigger receives events.
Onboarding packs on demand
A new signup or signed contract triggers the right document pack — ID verification, agreements, questionnaires.
Consistent, repeatable requests
Reusable templates mean every client gets the same document request, however the trigger fired.
Workflow examples
Turn events into Zapier-powered actions.
ClientLoop sits in the middle — Zapier triggers it from the front and reacts to it from the back.
A new form response creates the right ClientLoop request — automatically.
A deal reaches the stage; your new client gets their document pack.
Documents land, and your team hears about it the moment they do.
Status writes itself straight back to your records — no copy-paste.
Payment clears and onboarding starts while the momentum is there.
A silent request gets a nudge — without you having to notice.
Who it's for
Built for teams that run on Zapier
Zapier or n8n?
Both connect to ClientLoop — pick your tool
Zapier
Simple no-code workflows and widely-used SaaS apps. Best when your team has no developer resource.
n8n
Complex, branching, or self-hosted workflows. Better for technical teams building sophisticated automations.
See n8n integration →FAQ
Common questions
Does ClientLoop have a native Zapier app?
Not yet. ClientLoop connects to Zapier through its REST API and webhooks. In Zapier, you can use the Webhooks by Zapier action to call the ClientLoop API, and use Webhooks by Zapier as a trigger to receive events from ClientLoop. A native Zapier app is planned for a future release.
What Zapier triggers can I use with ClientLoop?
Any Zapier trigger that produces a client name, email or ID can kick off a ClientLoop document request using the ClientLoop API. Common examples include Typeform, HubSpot, Pipedrive, Stripe, Calendly, Google Sheets, and form tools. On the response side, ClientLoop webhook events (submission received, approved, etc.) can trigger downstream Zaps.
Do I need a developer to set this up?
Basic Zapier→ClientLoop connections can be set up by anyone comfortable building Zaps. Using the HTTP Request action or Webhooks by Zapier does require you to know the ClientLoop API endpoint and your API key. If you need help, a developer can set this up once and hand it over. Webhook delivery and API access for Zapier workflows are available on the Pro plan.
Is this different from using n8n with ClientLoop?
Zapier is better for simple, no-code workflows with broadly used SaaS apps. n8n is more suited to complex, technical, or self-hosted workflows. Both can connect to ClientLoop via its API and webhooks. See our n8n page for the technical automation version.
How does ClientLoop handle documents uploaded through automated workflows?
Documents uploaded by clients through their workspace are stored securely in ClientLoop, regardless of how the request was originally triggered. Zapier doesn't handle the files directly — it triggers the request creation and reacts to status events. File access is through the ClientLoop dashboard or API.
Related
Replace manual chasing with an automated workflow
ClientLoop gives your document requests structure — Zapier connects them to everything else.