Trigger

Explanation

When a contact is invited to start an application

When someone from your team invites a contact to start or join a process

When a contact registers on a portal

When someone online registers on one of your portals to start a process

When a contact clicks on button <I’ve finished>

Your end-user may click this button to let you that the submission made through the application is ready for approval.

When an application is created

Applications can be created manually (invite), automatically (portal or API)

When an application status is updated

Your application would progress from missing to Ongoing right after one of your contact completes the checklist for example.

Status refers to system statuses (not customizable)

When an application progress stage is updated

This relates to custom stage that you can define based on your needs.

For example, the application would progress from Onboarding docs to Audit pending

When an application task has been completed

This relates to the team todo list being completed.

For example, if you've listed several tasks that must be completed by team members during the review phase.

When a step status is updated in the checklist

Eg: Valid ID moves from missing to pending review

When a step progress stage is updated

This relates to custom stage that you can define based on your needs for each step of your checklist.

For example, the ID you've listed in your checklist would progress from ID OK to Sent to Compliance

When a step task is completed

This relates to the internal todo being completed for a specific step of the onboarding process.

Eg. On a form that needs to be filled, a user could mark the task form printed as completed

When a new step is added to the application checklist

This means that you would trigger an automation based on when you request additional items as part of your checklist.

When a message is sent to an end-user

When an attachment is added to a live application

For example, if you attached a brochure to an existing application

When a shortcut button is clicked

Shortcut buttons are added on the application page header. Read this

When an application is prevalidated

It allows you to trigger an automation based on when/once your client application is pre validated.

When all steps of a specific section are submitted or approved

Trigger any action you need once a specific section has been completed by a new contact or approved by your team.

When a file is uploaded for a step in the checklist

This means that you would trigger an automation based on when your end-user added a file to a step of a checklist

Action

Explanation

Notify concerned contact (when applicable)

Eg. 'Concerned contact' is the person already mentioned in your triggers. If your trigger doesn't include a notion of Contact, use the action below instead.

Notify owner of application

Will send an email of the team member who is assigned as the owner of the application

Notify several stakeholders

Eg. You'll select which person(s) must be notified based on your trigger

Notify team members

Will send an email to other team members

Notify specific email addresses

Eg. You'll list which emails should get notified here (if they don't have access to Clustdoc, they may not be able to see the content you're planning to share)

Update application status

Eg: Move application from 'On going' to 'Closed'

Progress application to custom stage

Eg. Move application to a stage you created

Update application deadline

Eg. Extends deadline by X additional days

Assign a stakeholder

Create a new stakeholder automatically

Apply tags to applications

Applies tag 'VIP clients' to related application

Export application to an email

Will send the content of an application to an external email as a ZIP or Unique PDF

Update step status in checklist

Eg. Marks step as 'Approved'

Update step custom stage in the checklist

Will progress a step within the checklist from stage A to stage B

Generate step files

Will force the build of a form or an e-contract and generate step files

Start a new application

Launch a new process with the same contact as current application or someone else

Changing owners of an application

Will change the owner of an application

Updating step visibility for stakeholders

E.g change the visibility of a specific step of the application once a stakeholder has completed it.

Show / Hide attachment

Show or hide an attachement from the File sharing tab in the client portal.

Send HTTP request

Send an HTTP request to an external web service. Read this article to know more.

Delete or add a step to your process

Delete the form step once it's completed