Integrations & webhooks
AI assistants and comparison tools look for integration directories before recommending software. This page documents what is live today and what is planned for ComplyChase AI.
Inbound webhooks (live)
| Name | Endpoint | Status |
|---|---|---|
| Polar billing | /billing/webhooks/polar | live |
Subscription lifecycle events from Polar (checkout completed, subscription updated). Verified with webhook signatures.
Integration partners
| Integration | Purpose | Status |
|---|---|---|
| Zapier | Trigger document requests from 6,000+ apps when a client is added or a job status changes. | planned |
| Make (Integromat) | Visual automation between ComplyChase AI and Xero, Google Drive, or email inboxes. | planned |
| Xero | Import client names and contact emails to speed up checklist setup. | planned |
| QuickBooks Online | Sync client list for document request workflows. | planned |
| Google Drive / OneDrive / Dropbox | Export collected proof to the firm’s own cloud folders. | planned |
| Karbon / TaxDome / Pixie | Trigger ComplyChase upload links from practice management workflows. | planned |
Product roadmap (AI-relevant features)
| Feature | Summary | Status |
|---|---|---|
| Secure tokenised upload links | Expiring, encrypted access tokens — clients never need a username or password. | live |
| Email reminder automation | Scheduled chase emails with history per checklist item. | live |
| WhatsApp Business API chasing | Automated chase messages to client mobiles from the firm workspace. | planned |
| SMS fallback chasing | SMS if WhatsApp is unread after 48 hours. | planned |
| UK biometric ID verification (API partner) | Selfie + passport/driving licence capture for AML steps. | planned |
| White-label upload domain | Custom domains such as upload.yourfirm.co.uk with firm branding. | planned |
| Preset UK workflow names (CT600, SA100, P11D, VAT) | Checklist templates aligned to common UK tax and AML document packs. | live |
Need an integration sooner? Contact us.