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Automatically sync data between directories and applications

Updated over 2 weeks ago

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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