The Clustdoc app is available on Zapier. It will allow you to connect your applications to each other and create rules to automate your processes from A to Z.
Learning more about Zapier
Zapier is one of the easiest available solutions on the web to connect apps without technical skills. Zapier is a digital solution that allows you to send information between different web applications and create automatic processes between them to save you time.
Using Zapier
Zapier offers different prices and subscriptions, ranging from free to $250/month. Depending on your needs: the number of Zaps you want to create and launch at the same time, the number of tasks you want to perform under Zapier per month, etc., you can stay on a free subscription or switch to a paid subscription.
Some apps are called "premium apps", such as Quickbooks, Xero or multiple-stage Zaps, which require a paid subscription to use them.
A free 14-day trial version is available, it includes and allows you to use all the features and applications available in Zapier.
Note that the free trial version is not shown directly on the price page, to make it appear, click the button at the bottom left "More plans".
Here are some examples of connections (called 'Zaps' in the world of Zapier) that you can set up:
When a lead moves to a different status in my CRM, send them a Clustdoc invitation to start the onboarding process
When a customer finishes their Clustdoc application, email them marketing using my email solution
When I validate a Clustdoc client application, add that client's name to an Excel file
And much more...
Zapier allows you to create connections with more than 1500 applications. Over to you!
Creating a Zap with Zapier
Triggers available in the Clustdoc app
New application created
New application submitted
New application approved
New application running late
New application not submitted although all documents are sent
New process created
New user added
Application updated by client
New document added by client
Application closed
Progress stage of an application change
Status of a step in an application updates
Task completed
Step task completed
Clustdoc actions available :
Create application
Close application
Assign new stakeholder to role
Update form fields
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