Integrate Clustdoc with SmartSurvey

Send information between Clustdoc and SmartSurvey automatically, without writing any code, using Zoho Flow.

Build your own integrations between Clustdoc and SmartSurvey

Connect Clustdoc and SmartSurvey 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

Integrate Clustdoc and SmartSurvey using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Template created

Triggers when a new template is created

Online form created

Triggers when a new online form is created

E-contract created

Triggers when a new e-contract is created

Application closed

Triggers when an application is closed

Application created

Triggers when a new application is created

New response

Triggers when there is a new response in the selected survey

All Actions - Actions are the automated tasks

Create message

Creates a new message

Create e-contract

Creates a new e-contract

Create template

Creates a new template

Create online form

Creates a new online form

Create application

Creates a new application

Update template

Updates the details of an existing template

Update message

Updates the details of an existing message

Update e-contract

Updates the details of an existing e-contract

Update an application

Updates the details of an existing application

Update online form

Updates the details of an existing online form

Fetch message

Fetches the details of an existing message using ID

Fetch e-contract

Fetches the details of an existing e-contract using ID

Fetch application

Fetches the details of an existing application using ID

Fetch template

Fetches the details of an existing template using ID

Fetch online form

Fetches the details of an existing online form 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

Create contact

Creates a new contact in the selected list

Fetch response

Fetches a response by ID

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

What is SmartSurvey?

SmartSurvey is an online questionnaire and survey tool. You can create different types of surveys, build custom reports, and create word clouds to identify trends.

Survey

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.

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Logic

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

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Custom functions

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

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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