Clust

clustdoc is a client onboarding and document collection platform that streamlines gathering, reviewing, and managing client files integrating clustdoc with make com enables automated client onboarding, document requests, and status tracking within broader business workflows this is ai generated content based on official clust documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //clustdoc com/contact/ directly requirements to use the clust app in make, you must have an active clustdoc account and an api key, https //clustdoc com for subscription, refer to the https //clustdoc com connect clust and {{product name}} to get started, you must first create a connection between clust and {{product name}} , allowing the two services to communicate obtain your api key in your clust account create the connection in make obtain your api key in your clust account before you create the connection in {{product name}} , you should first obtain your api key in your clust account to obtain your api key navigate to settings from the main navigation menu click the api access tab copy the api key displayed on the screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support clustdoc com/en/articles/10048692 how to create a token to use apis create the connection in {{product name}} https //www make com/en/register , add the clust module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your clust account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page clust modules after connecting to the clust app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add new stakeholder on application assign an application to a new stakeholder by designating their ownership or responsibility close application closes a specified application create an application creates a new application within your selected platform or service delete an application permanently removes a specific application from your account using its unique id get an application retrieves detailed information about a specific application using its unique id list applications retrieves a complete list of all available applications in your account make an api call executes a custom api request to the connected service using your authorized credentials update form field in application updates the values of specific fields within a form in the application update an application updates the details of a specific application using its unique id watch application tasks completed triggers when a task within an application is marked as completed watch applications triggers when a new application is added to your account watch applications updated by clients triggers when a client makes changes to an existing application watch approved applications triggers when an application receives approval and its status changes to approved watch closed applications triggers when a new application process is completed and the application is officially closed watch documents added by clients triggers when a client uploads a new document to an application watch late applications triggers when a new application is marked as overdue watch pending submission applications triggers when a new application is found that has all required documents uploaded but has not yet been officially submitted watch progress applications stage triggers when an application's stage is updated or moved to a different stage watch step task completed triggers when a step within a task is marked as completed watch submitted applications triggers when a user submits a new application form watch step approved triggers when there is a change in the status of a specific dossier item delete by admin performs a test operation to verify the connection and functionality of the selected service templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} clust resources you can have access to more resources related to this app on the following links https //community make com/search?q=clust https //clustdoc com https //clustdoc docs apiary io/# https //www make com/en/integrations/clust