Available with a GOLD PLAN
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.
What is Zapier?
Zapier is an application that allows you to send information between different web applications and create automatic processes between them to save you time. Gmail, Mailchimp, Facebook, Evernote, ToDoist, Quickbooks, and now Clustdoc are among the apps you can connect with Zapier.
Things to keep in mind when using Zapier
Zapier offers different prices and subscriptions, ranging from free to $250/month. Depending on your needs: 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!
- Which triggers are 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