Clust and Salesflare

How to connect Clust

When new Application Pending Submission in Clust, find or create contact in Salesflare.
When task Step Completed in Application in Clust, create task in Salesflare.
When new Application Task Completed in Clust, create task in Salesflare.
When new Application Updated by Client in Clust, find or create account, then find or create contact, then add contact to account in Salesflare.

Receive online applications easily through a branded client portal and manage them from a robust web-app with Clust.

Start a workflow when this happens

New Application Closed — Triggers when a new application is closed.
New Application Created — Triggers when a new application is created.
New Application Late — Triggers when a new application is late
New Application Pending Submission — Triggers when a new application pending submission is detected (all mandatory documents provided but application not submitted)
New Application Progress Stage Changed — Triggers when the progress stage of an application changes

Show 7 more triggers

New Application Step Approved — Trigger when a specific step in an application is approved
New Application Step Submitted — Trigger when a specific step in an application is submitted by a client
New Application Submitted — Triggers when a new application is submitted
New Application Task Completed — Triggers when a task is marked as completed in an application
New Application Updated by Client — Triggers when an application is updated by client
New Document Added — Triggers when a new document is added by client (File uploaded, form filled in …)
Task Step Completed in Application — Triggers when a task step is completed within a Clustdoc application

Things Salesflare can make it do

Assign a New Stakeholder to Role — Assigns a stakeholder to a specific role within an existing application
Close Application — Closes an existing application
Create Application — Creates an Application
Update Form Field — Updates the value of a specific field in a form within an existing Clustdoc application

Start a workflow when this happens

Watch Application Tasks Completed — Triggers when a application task is completed
Watch Applications — Triggers when a new application is created.
Watch Applications Stage — Triggers when an application change stage.
Watch Applications Updated By Clients — Trigger when an application is updated by a client
Watch Approved Applications — Triggers when a new application is approved.

Show 7 more triggers

Watch Closed Applications — Trigger when a new application is closed
Watch Documents Added By Clients — Trigger when a document is added to an application by a client
Watch Late Applications — Triggers when a new application is late.
Watch Pending Submission Applications — Triggers when a new application pending submission is detected (all mandatory documents provided but application not submitted)
Watch Step Task Completed — Trigger when a step task is completed
Watch Submitted Applications — Triggers when a new application is submitted.
Watch Step Approved — Trigger when the status of a dossier item change

Things Salesflare can make it do

Add New Stakeholder On application — Assign Application to a new stakeholder
Close application — Close an application
Create an Application — Creates an application.
Delete an Application — Deletes an application by ID.
Get an Application — Gets an application by ID.

Show 3 more actions

Make an API Call — Performs an arbitrary authorized API call.
Update Form Field In Application — Updates form fields values in the application
Update an Application — Updates an application by ID.