Integrate SureMembers with Clustdoc
Send information between SureMembers and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SureMembers and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User added to access group
Triggers when a user is added to the selected access group
User removed from access group
Triggers when a user is removed from the selected access group
Application created
Triggers when a new application is created
E-contract created
Triggers when a new e-contract is created
Application closed
Triggers when an application is closed
Template created
Triggers when a new template is created
Online form created
Triggers when a new online form is created
All Actions - Actions are the automated tasks
Add user to access group
Adds user to access group
Remove user from access group
Removes user from access group
Create e-contract
Creates a new e-contract
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
Update online form
Updates the details of an existing online form
Update e-contract
Updates the details of an existing e-contract
Update an application
Updates the details of an existing application
Update template
Updates the details of an existing template
Update message
Updates the details of an existing message
Fetch template
Fetches the details of an existing template using ID
Fetch online form
Fetches the details of an existing online form 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 message
Fetches the details of an existing message 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 SureMembers?
SureMembers is a membership management WordPress plugin that enables users to restrict and manage content on their WordPress site.
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What is Clustdoc?
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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