Clustdoc

Use Zoho Flow to integrate Clustdoc with 800+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Clustdoc with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Clustdoc integration flows to get started

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Didn't find the Clustdoc integration you are looking for? Create one yourself.

Clustdoc supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Template created

Triggers when a new template is created

Application closed

Triggers when an application is closed

Online form created

Triggers when a new online form is created

E-contract created

Triggers when a new e-contract is created

Application created

Triggers when a new application is created

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All Actions - Action are the automated tasks

Create template

Creates a new template

Create message

Creates a new message

Create online form

Creates a new online form

Create application

Creates a new application

Create e-contract

Creates a new e-contract

Update template

Updates the details of an existing template

Update an application

Updates the details of an existing application

Update message

Updates the details of an existing message

Update e-contract

Updates the details of an existing e-contract

Update online form

Updates the details of an existing online form

Fetch template

Fetches the details of an existing template using ID

Fetch e-contract

Fetches the details of an existing e-contract using ID

Fetch online form

Fetches the details of an existing online form using ID

Fetch message

Fetches the details of an existing message using ID

Fetch application

Fetches the details of an existing application using ID

Search application record

Searches for an existing application using an email address, first name, or last name of the contact

Search template record

Searches for an existing template using template name

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    What is Clustdoc?

    Clustdoc is a document collection platform that lets you automate your customer onboarding processes and remotely capture required documents, files, signatures, payments, and more.

    Categories : Documents, Files

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

    Access Zoho Flow

    Testimonial

    Louis CastellanoCEO, Lakeside CNC Group

    “Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

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