Integrations
Zapier Integration
The Zapier integration connects ClearStaq to 9,000+ apps with no code: trigger workflows when analyses complete, and submit statements to ClearStaq from anywhere Zapier reaches.
Getting started
Go to Settings → Integrations → Connected Apps → Zapier:
- Build a Zap in Zapier — opens Zapier with the ClearStaq app preselected
- How to use ClearStaq in Zapier — the guided walkthrough
- View available actions — the current trigger/action catalog
What you can build
Triggers (ClearStaq → other apps), fired on completed analyses:
| Recipe | Zap |
|---|---|
| Deal log | Analysis completed → add row to Google Sheets with key metrics |
| Fraud alert | Analysis completed → filter: fraud score ≥ 70 → Slack message to #underwriting |
| CRM update | Analysis completed → update HubSpot/Pipedrive deal with revenue + risk fields |
| Paper trail | Analysis completed → save Full Report to Google Drive/Dropbox folder per client |
Actions (other apps → ClearStaq):
| Recipe | Zap |
|---|---|
| Form intake | New Typeform/Jotform submission with statement upload → submit to ClearStaq |
| Drive watcher | New PDF in a watched Google Drive folder → submit to ClearStaq |
| Email parser | Attachment via Zapier Email Parser → submit to ClearStaq (for flows the native Email Submission doesn't cover) |
Zapier vs API vs native integrations
- Zapier — fastest for no-code automations and connecting long-tail tools.
- API + webhooks — for your own product or LOS, high volume, signed callbacks.
- Salesforce — native, bidirectional, deeper than a Zap can go.
- Slack & HubSpot native integrations — coming soon (visible on the Integrations page); Zapier covers both today.
FAQ
Do Zapier-submitted statements cost credits? Yes — 1 credit per analyzed document, like every intake method.
Which Zapier plan do I need? Multi-step Zaps and filters (e.g. the fraud-score filter) require a paid Zapier plan; single-step Zaps work on Zapier's free tier.
What data is in the trigger payload?
Key analysis fields — the same summary data as the analysis.completed webhook (metrics, fraud score, debt rollups). For the complete dataset, fetch the Raw JSON via the API in a later Zap step.