Content Snare

Content Snare collects content, documents, and answers from clients through structured requests. Agents create clients and requests, fill and review the pages, sections, and fields inside them, approve or reject submissions, apply templates, and react to request events in real time.

Verified 1 trigger 38 actions OAuth available

Content Snare website Platform Documentation Capability data verified 2026-08-24

A signed engagement upstream needs its onboarding documents collected

Create Client registers the client and the language their emails will be written in

Create Request builds the document request from a template and publishes it

Get Request polls until build_status reads ready, because the create call answers before the request exists

On Content Snare Event reports each field the client fills in, and Get Page reads the answer and its field id

Agent checks the submitted value or file against what that field actually asked for

The account owner approves what is right and writes the reason for anything going back to the client

What This Integration Enables

Content Snare is not a form builder that happens to send reminders. It is built around the awkward fact that clients do not send their documents, and almost everything in its API points at that problem: requests assembled from templates, communications schedules that chase, and a verdict recorded on every individual field rather than on the submission as a whole. FlowRunner agents work that surface directly. They create clients and requests from upstream records, poll until Content Snare has finished building the request, read the answers page by page, and record approvals, reopenings and rejections field by field.

The interesting part is the verdict. A per-field approve or reject workflow is only worth having if a person is actually reading the content, which is exactly where FlowRunner's human-in-the-loop design belongs. Agents do the assembling, the polling, the reading and the routing. The judgment that a client's insurance certificate is the wrong certificate stays with the account owner, and so does the sentence explaining why. Every operation on this connector is built against Content Snare's own published API definition.

Without FlowRunner

Chasing is somebody's job A person keeps a running list of which client still owes which document

Review happens in an inbox Files arrive as attachments and get judged in whatever order they were opened

The reason gets written twice A refusal is explained in an email, then explained again inside the tool

With FlowRunner

Chasing runs on its own Requests are built from templates, published, and driven by the reminder schedule already configured

Review arrives as a queue Submitted fields land as events, with the answer and the field's history attached

One refusal, in the client's language The comment the reviewer writes is the message the client reads, recorded against that field

Use Case Scenarios

Onboarding starts the moment the deal closes

A deal moves to closed won in HubSpot. The agent calls Create Client with the contact's details and their language code, then Create Request from the onboarding template. Because Content Snare assembles a request asynchronously, the agent polls Get Request until build_status reads ready rather than racing ahead, and only then adds the engagement-specific page with Create Page. A message posts to Slack telling the account team the request is live. Nobody had to remember which template the client type uses.
Approved content leaves Content Snare without a copy and paste step

On Content Snare Event fires when a request is completed. The agent reads each page with Get Page, pulls the answers and file references, and calls Run Integration Actions so the collected content lands in the systems the request is already wired to. It then appends a row to Google Sheets so the delivery team can see which clients are complete, and files the summary into Notion beside the rest of the account record. The collection tool stops being a place content goes to sit.
The review queue with a person at the front of it

Fields arrive submitted throughout the week. The agent groups them by request, reads each answer with Get Page, and checks the mechanical things: is the file the right type, does the tax number match the pattern, is the date inside the required window. Anything that passes cleanly is queued for approval. Anything that does not is presented to the account owner with the client's answer, the field's question and the reason the check failed. The owner calls it. Only then does Review Field record the verdict, and a note goes back to the requester through Gmail if the client needs a nudge outside the built-in schedule.

Human-in-Loop Highlight

Review Field has three settings, and one of them is a message to your client. Setting a field to Needs Redoing sends it back to them, and the Rejection Comment is not an internal note, it is the text they read as the reason their document was refused. There is no version of that which an agent should be composing on its own, because a badly worded refusal is a client relationship problem that no later correction takes back. So the agent stops with the case assembled: "Field Certificate of Insurance on the Acme onboarding request has a document attached that expired in March. The request is otherwise complete and 9 of 10 fields are approved. Approve it, or send it back? If you send it back, what should Acme be told?" The owner answers, the agent records the verdict and the wording exactly as given, and the reminder schedule takes it from there. The same discipline applies to Approve All Submitted Request Fields, which approves in bulk without reading anything: FlowRunner runs it after a person has reviewed, never instead of one.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

38 actions

Account

Get Current User Returns the Content Snare user the connection belongs to. Needs no scope, so it is the cheapest way to confirm a connection is still alive.

Clients

List Clients Returns the active clients, with search behavior controlled by the fields you point it at. The lookup step before any request is created.
Get Client Returns one client with their stored details.
Create Client Creates the person a content request is sent to, including the language code that decides what language they see the request and its emails in.
Update Client Changes a client's details. Used when the upstream record is the source of truth.
Delete Client Removes a client. The requests already sent to them are affected, so archiving the request is the safer move when only the person should go.
List Client Companies Returns the client companies, which is how Content Snare groups several clients under one organization.

Requests

List Requests Returns content requests. Expand asks for data the list does not carry by default, such as assigned clients or when a field was last reviewed, which saves reading each request in turn.
Get Request Returns one request. Also the polling call that reports build_status while Content Snare is still assembling a new request.
Create Request Creates a content request from a template and sends it to a client. It answers before the request is fully built, so a flow polls Get Request until the status reads ready.
Update Request Changes a request's details, owner, schedule or status. Setting Status to Published is how a draft is sent, and Archived is how a finished one is filed.
Delete Request Permanently removes a request and everything the client submitted into it. Archiving through Update Request is the reversible alternative.
Run Integration Actions Runs the request's configured integration actions, which is what pushes the collected content into the systems Content Snare is connected to.

Review

Review Field Approves, rejects or reopens one field. Needs Redoing sends the field back to the client, and the Rejection Comment is what they are shown as the reason.
Approve All Submitted Request Fields Approves every field of a request that is waiting for review. It approves without reading, so it belongs after a person has checked the content.
Submit All Request Fields Submits every field of a request for review, as though the client had finished them.
Approve All Submitted Page Fields Approves every field of one page that is waiting for review.
Submit All Page Fields Submits every field of one page for review.
Approve All Submitted Section Fields Approves every field of one section that is waiting for review.
Submit All Section Fields Submits every field of one section for review.

Pages and Sections

Get Page Returns one page of a request with its sections and fields. This is where the client's answers and every field id live.
Create Page Adds a page to an existing request, built from a page template. Used to attach the engagement-specific questions to a standard request.
Create Section Adds a section to an existing page, built from a section template.

Templates and Scheduling

List Request Templates Returns the request templates a new request can be built from, filterable to your own rather than the built-in ones.
List Page Templates Returns the page templates a page can be built from.
List Section Templates Returns the section templates a section can be built from.
List Communications Schedules Returns the reminder sequences that chase a client for their content, so a flow can pick the right cadence per request type.
List Folders Returns the folders requests can be grouped under.

Team Members

List Team Members Returns the account's team members with their roles. Used to resolve the right reviewer before routing a decision.
Get Team Member Returns one team member with their role and whether they are still active.
Create Team Member Invites a team member and gives them a role. Only admins can use the API at all, so creating an admin hands the new person that access too.
Update Team Member Changes a team member's role, or deactivates them. Turning Active off keeps their history while stopping them using the system.
Delete Team Member Removes a team member from the account. Deactivating them keeps the history instead.

Webhooks

List Webhooks Returns the account's webhooks, including the ones FlowRunner triggers created. Each carries a type that tells an integration apart from one added by hand.
Get Webhook Returns one webhook with its URL and subscriptions.
Create Webhook Registers a webhook Content Snare posts to when the chosen events happen. Used for delivering somewhere other than FlowRunner.
Update Webhook Changes a webhook's URL, events or enabled state. Events replaces the stored list rather than adding to it.
Delete Webhook Removes a webhook and stops all future deliveries.

Triggers

1 triggers

Event Triggers

On Content Snare Event Fires when Content Snare reports the chosen event, or all seventy-two of them. The event families cover clients, requests, fields, pages and sections, comments, signatures, emails and team members. The failure events matter as much as the successes: a flow learns from Client Create Failed and Request Create Failed that its own write did not land.

Frequently Asked Questions

What can FlowRunner do with Content Snare?

FlowRunner agents can run Get Current User, List Clients, and Get Client in Content Snare, plus 35 more actions.

Does connecting Content Snare to FlowRunner require OAuth?

Yes. Content Snare connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Content Snare trigger a FlowRunner workflow automatically?

Yes. Content Snare supports 1 trigger that can start a FlowRunner workflow automatically.

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