Integrations

Storage integrations for proof export

Connect ComplyChase AI to cloud storage so confirmed client proof is copied into the folders your firm already archives to.

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We only list storage connectors here. Accounting, practice-management, automation, CRM, payments, and e-sign tools are outside this integration page.

Proof export

Copy confirmed client documents into firm-owned cloud folders.

Live

Google Drive

Export confirmed proof to Google Drive using Client / Year / Document Type folders.

Live

Dropbox

Save collected client files to Dropbox for year-end, VAT, or AML audit folders.

Coming soon

OneDrive

Push proof files to OneDrive or SharePoint libraries your firm already uses.

Developers

Webhooks & API events

Billing webhooks are live today. Storage export events record whether each proof file is pending, exported, failed, or retried.

Inbound (live)

  • Polar billing

    /billing/webhooks/polar

    Internal subscription webhooks for ComplyChase AI billing (not a firm-facing connector).

Outbound (live)

  • Proof export events

    Confirmed document proof exports to connected Google Drive or Dropbox folders with status history in ComplyChase AI.

    Live

Need a connector sooner?

Tell us which storage tool your firm uses and we will prioritise the export connector queue.

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FAQ

Integrations FAQ

Which storage tools are supported?

Google Drive, Dropbox, and OneDrive export connectors are on the roadmap. Connect from workspace settings when available.

Does ComplyChase replace my cloud storage?

No. ComplyChase stores proof in a private workspace. Integrations export confirmed documents to your existing folders.

Are integrations included in all plans?

Core workspace storage is included. Cloud export connectors may vary by plan as they roll out.