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.

FuseSign

Send documents for signing without leaving Content Snare. Your client signs in the same flow they're already using to send you everything else, and the signed documents are tracked inside your request. FuseSign is an Australian-built digital signing tool for accounting and professional services firms. Read the setup guide.

Annature

Send documents for signing without leaving Content Snare. Your client signs in the same flow they use to upload everything else, and the signed documents are tracked inside your request. Annature is an Australian-owned eSignature platform. Read the setup guide.