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Automatically sync data between directories and applications

Updated today

Data link allows you to automatically synchronize information between your Clustdoc applications and your contact or company records.

In practice, this feature saves you from double entry:

  • Information already stored in a contact/company card can be used to prefill an application.

  • Information collected in an application can automatically update the fields of the contact/company card.

How to access it:

  1. Open the process of your choice

  2. Go to Settings > Data link

  3. Click on “New Data Link” to create one

Create a new linking

When creating a link, you need to define several parameters:

  • Mapping direction:

    • From record to application : The data from the record fills the application.

    • From application to record: The data from the application updates the record.

    • Bidirectional: Both synchronizations are possible.

  • Type of record : Choose whether the synchronization applies to a Contact or a Company.

  • Synchronised data : Select whether you are mapping information (text fields, list, date, etc.) or documents.

  • Application step : Indicate the original item

  • Data field : Indicate the destination field.

  • Stakeholders : Define which stakeholders are affected by this linking.

⚠️ The source and target must be of the same type (e.g., text field → text field, document → document).

USE CASE 1 : Target to application

You need to create a follow-up application for an existing client. You want to avoid retyping details such as the client’s phone number, in order to save time.

With a data link, the phone number already stored in the contact record is automatically transferred into the application. The form is pre-filled with reliable information.

USE CASE 2 : Application to target

During an onboarding process, a client enters a new phone number in a form. Without automation, the team would have to manually add the phone number to the contact record.

With a data link, the phone number provided in the application automatically updates the contact record. This ensures your team always has the most up-to-date information, without duplicate entry or risk of missing an update.

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