--- title: Clust slug: clust description: How to integrate Clust with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_clust.png createdAt: 2025-02-03T13:29:04.396Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/clust.png" alt="Clust logo" caption size="50" width="512" height="512"} | Clustdoc is a client onboarding and document collection platform. Integrating Clustdoc with Make.com lets users automate client onboarding steps, trigger workflows based on document submissions, and manage client files across multiple business tools. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Clust](https://support.clustdoc.com/en/) directly. ::: # Requirements To use the Clust app in Make, you must have an active Clustdoc account and an API Key, [create your account on Clust](https://clustdoc.com). For subscription, refer to the [Clust pricing page](https://clustdoc.com). # Connect Clust and Make To get started, you must first create a connection between Clust and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Clust account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Clust account Before you create the connection in Make, you should first obtain your **API Key** in your Clust account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to your** team settings page** after logging in. ::: :::WorkflowBlockItem Click the** Developer menu** on the left side. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/clust_API_Key) ::: :::WorkflowBlockItem Click the** API menu** within the** Developer section**. ::: :::WorkflowBlockItem Enter a token name in the provided field. ::: :::WorkflowBlockItem Select the abilities you want to assign to your** API token**. ::: :::WorkflowBlockItem Click the** Validate button** to generate your** API token**. ::: :::WorkflowBlockItem Copy the** API token** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://clustdoc.docs.apiary.io/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Clust module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Clust modules After connecting to the Clust app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add New Stakeholder On application Assign an application to a different stakeholder for management or oversight. ::: :::ExpandableHeading ### Close application Terminate a running application. ::: :::ExpandableHeading ### Create an Application Creates a new application record in your account. ::: :::ExpandableHeading ### Delete an Application Removes a specific application from your account using its unique ID. ::: :::ExpandableHeading ### Get an Application Retrieves detailed information about a specific application using its unique ID. ::: :::ExpandableHeading ### List Applications Retrieves a complete list of all available applications in your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the service using your authorized account. ::: :::ExpandableHeading ### Update Form Field In Application Updates the values of specific fields within a form in the application. ::: :::ExpandableHeading ### Update an Application Updates the details of a specific application using its unique ID. ::: :::ExpandableHeading ### Watch Application Tasks Completed Triggers when a task within an application is marked as completed. ::: :::ExpandableHeading ### Watch Applications Triggers when a new application record is added to your account. ::: :::ExpandableHeading ### Watch Applications Updated By Clients Triggers when a client updates an existing application. ::: :::ExpandableHeading ### Watch Approved Applications Triggers when an application receives approval and its status changes to approved. ::: :::ExpandableHeading ### Watch Closed Applications Triggers when an application is closed and its status changes to "closed." ::: :::ExpandableHeading ### Watch Documents Added By Clients Triggers when a client uploads a new document to an application. ::: :::ExpandableHeading ### Watch Late Applications Triggers when a newly submitted application is marked as late. ::: :::ExpandableHeading ### Watch Pending Submission Applications Triggers when a new application is identified as ready for submission, meaning all required documents have been provided but the application has not yet been officially submitted. ::: :::ExpandableHeading ### Watch Progress Applications Stage Triggers when an application's stage is updated or moved to a different phase. ::: :::ExpandableHeading ### Watch Step Task Completed Triggers when a specific step within a task is marked as completed. ::: :::ExpandableHeading ### Watch Submitted Applications Triggers when a user submits a new application form. ::: :::ExpandableHeading ### Watch Step Approved Triggers when there is a change in the status of a specific dossier item. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Clust resources You can have access to more resources related to this app on the following links - [Clust topics on Make community](https://community.make.com/search?q=Clust) - [Clust website](https://clustdoc.com) - [Clust API documentation](https://clustdoc.docs.apiary.io/#) - [Clust page on make](https://www.make.com/en/integrations/clust) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::