Connect your stack

Integrations extend what SwiftChecklist does with the rest of your workflow. A submitted checklist can automatically create a record in your CRM. A signed agreement can be copied to your document management system. A payment confirmation can update your accounting software.

You do not need integrations from day one. Get the core portal and checklist workflow running first. Once that is stable, identify the manual handoffs that happen after a submission — those are your integration targets.

Integration priorities for professional services firms

Priority 1: Stripe (payments)

Required if you collect payments in the portal. See Payment requests for the full Stripe setup guide.

Priority 2: File storage (Google Drive or Dropbox)

Connect Google Drive or Dropbox to automatically copy uploaded client files to a designated folder in your existing document management structure.

Why this matters: Without a file storage integration, client documents live in SwiftChecklist. Your team still needs to download and organize them in your firm's document system after each submission. The integration removes that step.

Setup — Google Drive:

1. Go to Settings → Integrations → Google Drive
2. Click Connect with Google and authorize the connection
3. Select the root folder where uploaded documents should be organized
4. Configure the folder structure: by client name, by template name, or by submission date
5. Test with a real or test submission to confirm files are appearing in the correct location

Setup — Dropbox: Same process via Settings → Integrations → Dropbox.

Note on existing documents: The integration only syncs documents uploaded after the connection is made. It does not retroactively copy documents from previous submissions.

Priority 3: Slack (team notifications)

Connect Slack to route checklist notifications to your team's Slack channels instead of (or in addition to) email.

Setup:

1. Go to Settings → Integrations → Slack
2. Click Connect with Slack and authorize the connection
3. Map notification types to specific channels:
   • Submission completed → #intake or #onboarding channel
   • Payment received → #billing channel
   • Documents uploaded → #review or practice-area-specific channel

Slack notifications include a direct link to the checklist instance. Team members can open the submission with one click from the Slack message.

Priority 4: Clio (legal practice management)

For law firms using Clio, the Clio integration creates a new contact and matter in Clio when a checklist instance is approved in SwiftChecklist.

Available on: Professional and above plans.

What syncs:

• Client name and contact details → Clio Contact
• Matter name and description → Clio Matter
• Responsible attorney assignment → Clio Matter Responsible Attorney
• Uploaded documents → Clio Documents (attached to the relevant matter)

Setup:

1. Go to Settings → Integrations → Clio
2. Click Connect with Clio and authorize using your Clio credentials
3. Map the SwiftChecklist fields to the corresponding Clio fields
4. Configure the trigger: sync occurs when a checklist instance is Approved (recommended) or when it is Submitted

After setup, test the integration with a real or test submission to confirm the sync produces the correct Clio records.

Priority 5: QuickBooks / Xero (accounting software)

For accounting firms, the QuickBooks and Xero integrations can create a new client record in your accounting software when a checklist instance is approved.

What syncs:

• Client name and contact details → Customer record
• Payment amount → Invoice or deposit record (where configured)
• Engagement description → Reference note on the customer record

Setup: Via Settings → Integrations → QuickBooks or Settings → Integrations → Xero. The authorization flow is the same as other integrations. Field mapping is configured after authorization.

Note: These integrations create records. They do not automate billing cycles or generate invoices for ongoing work — that remains in your accounting software.

Priority 6: HubSpot (CRM)

For consulting and advisory firms using HubSpot, the HubSpot integration creates or updates Contact and Deal records when a checklist is submitted or approved.

What syncs:

• Client contact details → HubSpot Contact
• Engagement details → HubSpot Deal
• Deal stage update based on checklist status (Submitted → In review; Approved → Onboarding complete)
• Notes from the checklist instance → HubSpot Activity log

Setup: Via Settings → Integrations → HubSpot. Configure field mapping and deal pipeline stage after authorization.

Using Zapier for custom integrations

The Zapier integration allows you to connect SwiftChecklist to any app supported by Zapier — currently over 5,000 apps.

Available triggers (events in SwiftChecklist that can start a Zap):

• Checklist instance submitted
• Checklist instance approved
• Document uploaded
• Payment received
• Signature completed
• Checklist instance status changed

Available actions (things Zapier can do in SwiftChecklist):

• Create a new checklist instance
• Update an instance's status
• Add an internal note to an instance

Common Zap examples:

• When a checklist is approved → Create a project in Asana / Trello / Monday.com
• When payment is received → Add a row to Google Sheets for your billing tracker
• When a signature is completed → Send a Slack message to the responsible partner
• When a checklist is submitted → Create a task in Todoist or ClickUp for the internal reviewer

Setup:

1. Log in to Zapier and create a new Zap
2. Search for SwiftChecklist as the trigger app
3. Authorize Zapier to access your SwiftChecklist account using your API key (found in Settings → Integrations → API)
4. Select the trigger event and configure the Zap

Integration troubleshooting

Connected integration is no longer syncing Integrations can disconnect when the authorizing user changes their password or revokes app access. Go to Settings → Integrations, disconnect the affected integration, and reconnect using the current credentials.

Files are not appearing in Google Drive / Dropbox Check that the connected account has write permission to the destination folder. If you recently changed the folder structure in your storage system, re-select the destination folder from the integration settings.

Clio / QuickBooks sync is creating duplicate records This usually happens when a sync trigger fires multiple times (e.g., an instance is approved, reopened, and approved again). Check the trigger configuration and set it to fire only on first approval. If duplicates already exist, merge them in the destination system.

Continue with

• Payment requests — configure Stripe for payment collection // - API reference — REST API documentation
• Add your team — configure notification routing alongside integrations