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Automation, Workflow, Integrations

Automation, Workflow, Integrations

Automate repetitive tasks and connect Clustdoc to external systems

19 articles

Clustdoc Automations

How automation works in Clustdoc

How to use shortcut buttons ( with automation)

How to send email notifications

How to leverage some automation examples

How to automatically assign a stakeholder

How to send HTTP requests in automation

Clustdoc Integrations

Integrate Clustdoc with 3000+ applications

Sending Clustdoc documents to Salesforce

Installing and using Clustdoc app on HubSpot

How to uninstall the Clustdoc app from HubSpot

How to use Webhooks

Installing and using Clustdoc app on Pipedrive

How to uninstall the Clustdoc app from Pipedrive

Learning more about Zapier

Sending your applications' data to Salesforce

Developers Resources

Create an application inline using a simple URL

Where to find the API documentation

How to create a token to use APIs ?

How to fix portal issues when using WP Elementor

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