Integrations & Export

Exporting enables you to download all the information your clients have provided. If you don’t need everything, it’s also possible...

Content Snare’s Zapier integration enables you to build automated workflows. Zapier connects more than five thousand apps, so you’ll have...

Webhooks are event-triggered automatic notifications that enable you to connect Content Snare with third-party apps. This means you can integrate...

Content Snare helps onboard clients and makes it easy to collect the documentation you need at tax time. By integrating Content...

Content Snare’s Xero Practice Manager (XPM) Integration automatically imports your clients and contacts from XPM, so you can send them...

Content Snare’s FYI Integration will: * If you are sending a request to multiple people, the Web Link and files...

The API allows you to integrate Content Snare into your existing apps and workflows. The Content Snare API uses OAuth 2.0 for...

Content Snare integrates with Google Drive, so you can automatically sync your files and documents with this online storage platform....

Content Snare integrates with Dropbox, so you can automatically sync your files and documents with this online storage platform.  How...

Content Snare integrates with SharePoint and OneDrive, so you can automatically sync your files and documents with these two online...

Here’s a list of the events that trigger webhooks within Content Snare, and the payloads in those webhooks. Product Webhooks...