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

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

See all 8 articles

Developers Resources

• Where to find the API documentation
• How to create a token to use APIs ?
• How to fix portal issues when using WP Elementor