Integrate Sendwithus with Clustdoc
Send information between Sendwithus and Clustdoc automatically, without writing any code, using Zoho Flow.
Build your own integrations between Sendwithus and Clustdoc
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Supported triggers and actions
Integrate Sendwithus and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 or update customer
Creates or updates the details of a customer
Send email
Sends a templated email
Add recipient to drip campaign
Adds a recipient to the selected drip campaign
Remove recipient from drip campaign
Removes a recipient from the selected drip campaign
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 Sendwithus?
Sendwithus is a transactional email template management tool. You can personalize emails with dynamic content, collaborate with your team on campaigns, and reach international market with translation support.
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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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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Josh Lucas
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
