Automation, Workflow, Integrations

Clustdoc Automations

• How automations work in Clustdoc
• How to use shortcut buttons ( with automation)
• How to leverage some automation examples
• How do invitation notifications work ?
• How to automatically assign a stakeholder
• How to send HTTP requests in automation

Developers Resources

• HubSpot Setup Guide
• Integrate Clustdoc with 3000+ applications
• Sending Clustdoc documents to Salesforce
• Where to find the API documentation
• Learning more about Zapier
• How to use Webhooks

See all 7 articles

Customizing your domain name CNAME

• How does the white-label option works
• How to set up a custom domain name on client portals (CNAME)
• How to troubleshoot a CNAME record

Customizing your email sender's address SMTP

• How to set up custom sender's email (SMTP)
• How to troubleshoot custom sender's email (SMTP)