Integrations
Zapier automation
Your firm already connects tools with Zapier - adding a new client in your CRM, posting to Slack, or logging tasks in a project board.
Infile supports webhook and API patterns so you can trigger downstream automations when requests are sent, submissions arrive, or checklists complete.
Keep core collection native in Infile; use Zapier for the long tail of firm-specific stack connections.
Automation
Setup guide
- 01
Identify trigger events
Common triggers: request sent, document uploaded, checklist completed, reminder overdue.
- 02
Map fields to your CRM
Pass client name, email, template, and completion percentage into HubSpot, Practice Ignition, or your CRM.
- 03
Test with a pilot client
Validate one Zap with a friendly client before tax-season volume.
- 04
Monitor during peak season
Review Zap history weekly in March - failed Zaps are harder to spot at volume.
Capabilities
- Webhook triggers for key events
- CRM field updates on completion
- Slack and email internal alerts
- Connect to 5,000+ apps via Zapier
- Complement native Infile reminders
Native reminders first
Client reminders should stay native in Infile - reliable, logged, and visible in the dashboard. Reserve Zapier for internal stack glue, not client-facing follow-ups.
Frequently asked questions
Answers to common questions about this topic.