Integrate Clustdoc with 950+ apps

Create business workflows for Clustdoc without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Build your own Clustdoc integrations

Connect Clustdoc with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Clustdoc workflows using the below 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

All Actions - Actions 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

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.

Documents Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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