Clust

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 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 //support clustdoc com/en/ 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 your team settings page after logging in click the developer menu on the left side click the api menu within the developer section enter a token name in the provided field select the abilities you want to assign to your api token click the validate button to generate your api token copy the api token displayed on 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 //clustdoc docs apiary io/ 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 different stakeholder for management or oversight close application terminate a running application create an application creates a new application record in your account delete an application 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 service using your authorized account 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 record is added to your account watch applications updated by clients triggers when a client updates an existing application watch approved applications triggers when an application receives approval and its status changes to approved watch closed applications triggers when an application is closed and its status changes to "closed " watch documents added by clients triggers when a client uploads a new document to an application watch late applications triggers when a newly submitted application is marked as late 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 watch progress applications stage triggers when an application's stage is updated or moved to a different phase watch step task completed triggers when a specific 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 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