Marketing

Clust

16min

Get Started with Clust
The Clust modules allow you to create, watch, update, and delete application in your Clust account.
Prerequisites
A Clust account
In order to use Clust with Make, it is necessary to have a Clust account. If you do not have one, you can create a Clust account at clustdoc.com/register.
Connect Clust to Make
To connect your Clust account to Make you need to obtain the API Key from your Clust account and insert it in the Create a connection dialog in the Make module.
Log in to your Clust account.
Click Profile Icon > Set up Team > Developers > API Integrations section.
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In the Token Name field, enter a name for the token and select the permissions for the token. Click Create.
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Copy the API token to your clipboard.
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Go to Make and open the Clust module's Create a connection dialog.
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In the Connection name field, enter a name for the connection.
In Your Clust API Key field, enter the API key copied in step 4 and click Continue.
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The connection has been established.
Clust modules
Application
Watch Application Created
Triggers when a new application is created.
Field
Description
Connection
Establish a connection to your Clust account.
Limit
Enter the maximum number of applications Make should return during one Make execution cycle.
Watch Application Late
Triggers when a new application is late.
Field
Description
Connection
Establish a connection to your Clust account.
Limit
Enter the maximum number of applications Make should return during one Make execution cycle.
Watch Application Submitted
Triggers when a new application is submitted.
Field
Description
Connection
Establish a connection to your Clust account.
Limit
Enter the maximum number of applications Make should return during one Make execution cycle.
Watch Application Pending Submission
Triggers when a new application pending submission is detected (all mandatory documents provided but the application not submitted).
Field
Description
Connection
Establish a connection to your Clust account.
Limit
Enter the maximum number of applications Make should return during one Make execution cycle.
Watch Application Approved
Triggers when a new application is approved.
Field
Description
Connection
Establish a connection to your Clust account.
Limit
Enter the maximum number of applications Make should return during one Make execution cycle.
Get an Application
Gets an application by ID.
Field
Description
Connection
Establish a connection to your Clust account.
Application ID
Select the Application ID whose details you want to retrieve.
Create an Application
Creates an application by ID.
Field
Description
Connection
Establish a connection to your Clust account.
Template ID
Select the Template ID appropriate for the application you want to create or select Create a new template to create a new template for the application.
First Name
Enter the recipient's first name.
Last Name
Enter the recipient's last name.
Email
Enter the recipient's email address.
Phone
Enter the recipient's phone number.
Title
Enter the name of the application.
External ID
Any internal reference to the application.
Auto Emails
Select 1 to send auto emails to the recipient for any updates or changes to the application.
Select 0 to send email to the recipient manually.
Folder ID
Enter the Folder ID where the application is saved.
Custom
Add any additional information about the recipient. This information is not visible to the recipient.
URL
Enter the webhook URL to integrate.
Events
Select the events for the application:
Even New Upload
Event Application Completed
Update an Application
Updates an application by ID.
Field
Description
Connection
Establish a connection to your Clust account.
Application ID
Select the Application ID you want to update.
Template ID
Select the Template ID appropriate for the application you want to create or select Create a new template to create a new template for the application.
First Name
Enter the recipient's first name.
Last Name
Enter the recipient's last name.
Email
Enter the recipient's email address.
Phone
Enter the recipient's phone number.
Title
Enter the name of the application.
External ID
Any internal reference to the application.
Auto Emails
Select 1 to send auto emails to the recipient for any updates or changes to the application.
Select 0 to send email to the recipient manually.
Folder ID
Enter the Folder ID where the application is saved.
Custom
Add any additional information about the recipient. This information is not visible to the recipient.
URL
Enter the webhook URL to integrate.
Events
Select the events for the application:
Even New Upload
Event Application Completed
Delete an Application
Deletes an application by ID.
Field
Description
Connection
Establish a connection to your Clust account.
Application ID
Select the Application ID you want to delete.
List Applications
Lists all applications.
Field
Description
Connection
Establish a connection to your Clust account.
Limit
Enter the maximum number of applications Make should return during one Make execution cycle.
Other
Make an API Call
Performs an arbitrary authorized API call.
Field
Description
Connection
Establish a connection to your Clust account.
URL
Enter a path relative to https://api.clustdoc.com/. For example: /dossiers
Method
Select the HTTP method you want to use:

GET: to retrieve information for an entry.
POST: to create a new entry.
PUT: to update/replace an existing entry.
PATCH: to make a partial entry update.
DELETE: to delete an entry.
Headers
Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String
Enter the request query string.
Body
Enter the body content for your API call.
Example of Use - List Applications
The following API call returns all tasks from your Clust account:
URL:
/dossiers
Method:
GET
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Matches of the search can be found in the module's Output under Bundle > Body > data.
In our example, 3 applications were returned:
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For the list of available endpoints, refer to the Clust API Documentation.

Field	Description
Connection	Establish a connection to your Clust account.
Limit	Enter the maximum number of applications Make should return during one Make execution cycle.

Field	Description
Connection	Establish a connection to your Clust account.
Limit	Enter the maximum number of applications Make should return during one Make execution cycle.

Field	Description
Connection	Establish a connection to your Clust account.
Limit	Enter the maximum number of applications Make should return during one Make execution cycle.

Field	Description
Connection	Establish a connection to your Clust account.
Limit	Enter the maximum number of applications Make should return during one Make execution cycle.

Field	Description
Connection	Establish a connection to your Clust account.
Limit	Enter the maximum number of applications Make should return during one Make execution cycle.

Field	Description
Connection	Establish a connection to your Clust account.
Application ID	Select the Application ID whose details you want to retrieve.

Field	Description
Connection	Establish a connection to your Clust account.
Template ID	Select the Template ID appropriate for the application you want to create or select Create a new template to create a new template for the application.
First Name	Enter the recipient's first name.
Last Name	Enter the recipient's last name.
Email	Enter the recipient's email address.
Phone	Enter the recipient's phone number.
Title	Enter the name of the application.
External ID	Any internal reference to the application.
Auto Emails	Select 1 to send auto emails to the recipient for any updates or changes to the application. Select 0 to send email to the recipient manually.
Folder ID	Enter the Folder ID where the application is saved.
Custom	Add any additional information about the recipient. This information is not visible to the recipient.
URL	Enter the webhook URL to integrate.
Events	Select the events for the application: Even New Upload Event Application Completed

Field	Description
Connection	Establish a connection to your Clust account.
Application ID	Select the Application ID you want to update.
Template ID	Select the Template ID appropriate for the application you want to create or select Create a new template to create a new template for the application.
First Name	Enter the recipient's first name.
Last Name	Enter the recipient's last name.
Email	Enter the recipient's email address.
Phone	Enter the recipient's phone number.
Title	Enter the name of the application.
External ID	Any internal reference to the application.
Auto Emails	Select 1 to send auto emails to the recipient for any updates or changes to the application. Select 0 to send email to the recipient manually.
Folder ID	Enter the Folder ID where the application is saved.
Custom	Add any additional information about the recipient. This information is not visible to the recipient.
URL	Enter the webhook URL to integrate.
Events	Select the events for the application: Even New Upload Event Application Completed

Field	Description
Connection	Establish a connection to your Clust account.
Application ID	Select the Application ID you want to delete.

Field	Description
Connection	Establish a connection to your Clust account.
Limit	Enter the maximum number of applications Make should return during one Make execution cycle.

Field	Description
Connection	Establish a connection to your Clust account.
URL	Enter a path relative to https://api.clustdoc.com/. For example: /dossiers
Method	Select the HTTP method you want to use: GET: to retrieve information for an entry. POST: to create a new entry. PUT: to update/replace an existing entry. PATCH: to make a partial entry update. DELETE: to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

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