Zapier
With Content Snare's Zapier integration, you can integrate with 5000+ apps to build automated workflows. For example, when a new client signs up, automatically send them a request. When it's completed, automatically sync it to your CRM.
To learn how to use Zapier in your business, check out our founder's course, Zapier Mastery.
Make
Make connects Content Snare to 1700+ apps, making just about anything possible.
Check out the Make integration here.
Online Storage
Automatically sync your files and documents with popular online storage platforms including Google Drive, Dropbox, OneDrive and Sharepoint.
Optimally export completed requests to your chosen integration as PDF, DocX, CSV and more.
Read more about the available storage integrations here.
Xero Practice Manager
Premium Integration. Import your clients from Xero Practice Manager (XPM). Connect XPM and you'll be ready to send requests to your existing clients in seconds.
FYI
Premium Integration. Import your clients from FYI and automatically upload client files to a specific cabinet.
Webhooks
With Content Snare's webhooks you can integrate with any service that supports webhooks.
This includes Zapier, Integromat, Microsoft Power Automate, n8n.io and many more.
Read more about the available webhooks here.
API
The API allows you to integrate Content Snare into your own apps and workflows.