At Clustdoc, we offer an integration with Make, an automation platform that lets you connect your Clustdoc account with hundreds of other apps—without writing a single line of code.
What is Make?
Make (formerly Integromat) is a simple and powerful automation tool. Thanks to its intuitive visual interface, you can create automated workflows by linking Clustdoc with your favorite tools (CRM, ERP, communication platforms, etc.).
Example
Let’s say you want to be automatically notified in Slack when a client adds a new document to their Clustdoc application:
Clustdoc Trigger
Use the "Watch documents added by clients" trigger to detect when a new document is added.Slack Action
Add the "Send a message in Slack" action in the channel of your choice to alert your team.
🎯 Result: As soon as a document is added to an application, an alert is automatically sent to your team in Slack.
Triggers and Actions
By combining multiple actions and triggers, you can automate complex workflows in just a few clicks.
Here’s the list of Clustdoc triggers available in Make:
Watch submitted applications
Watch Approved Applications
Watch Pending Submission Applications
Watch Applications
Watch Late Applications
Watch Applications Updated By Clients
Watch Documents Added By Clients
Watch Closed Applications
Watch Progress Stage Applications
Watch Status Of Steps In Applications
Watch Applications Tasks Completed
Watch Step Tasks Completed Applications
Status Application Step Submitted
Status Application Step Approved
Here’s the list of Clustdoc actions available in Make:
Create application
Close application
Assign new stakeholder to role
Update Form fields
How to connect Clustdoc to Make ?
Log in to your Clust account.
Click Profile Icon > Settings > Developers > API Integrations section
In the Token Name filed, enter a name for the token and select the permissions for the token
Click “Create”
5. Copy the API token to your clipboard
6. Go to Make and open the Clust module’s Create a connection dialog
7. In the Connection name field, enter a name for the connection
8. In Your Clust API Key filed, enter the API key copied in step 5 and click “Continue”
9. ✅ The connection has been established
In case of issues
If you have any questions regarding Clustdoc settings, feel free to contact us. Please note that our support team’s expertise is limited to our own product, and some integrations have been developed by the automation platform in collaboration with your team.
If you encounter issues with data being retrieved from a third-party application, please contact the respective app provider directly.