Integrate CallHub with Clustdoc
Send information between CallHub and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate CallHub and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a new note is added
Agent activated
Triggers when an agent activates their account in your account to make calls
Text message received
Triggers when a new text message is received for an SMS campaign
Transfer digit pressed
Triggers when the transfer digit is pressed for any voice broadcast campaign
E-contract created
Triggers when a new e-contract is created
Application created
Triggers when a new application is created
Online form created
Triggers when a new online form is created
Template created
Triggers when a new template is created
Application closed
Triggers when an application is closed
All Actions - Actions are the automated tasks
Create agent
Creates a new agent
Create contact
Creates a new contact
Update template
Updates the details of an existing template
Create application
Creates a new application
Create e-contract
Creates a new e-contract
Create message
Creates a new message
Create online form
Creates a new online form
Create template
Creates a new template
Update e-contract
Updates the details of an existing e-contract
Update online form
Updates the details of an existing online form
Update message
Updates the details of an existing message
Update an application
Updates the details of an existing application
Fetch template
Fetches the details of an existing template using ID
Fetch message
Fetches the details of an existing message using ID
Fetch application
Fetches the details of an existing application using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch online form
Fetches the details of an existing online form using ID
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
Search template record
Searches for an existing template using template name
What is CallHub?
CallHub is a voice and SMS service. You can recruit volunteers, use patch-through calls, and run informed campaigns.
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What is Clustdoc?
Clustdoc is a document collection platform that lets you automate your customer onboarding processes and remotely capture required documents, files, signatures, payments, and more.
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