How to integrate Clust?

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 02:32 PM by Igor Galic

TABLE OF CONTENTS



Description


Clustdoc is a document collection platform for businesses which offers tools for sharing documents, collaborating with partners, building forms, and storing files within the cloud to access from anywhere. Clustdoc aims to automate the document collection process for sales, financial services, contractors, consultants, and any other types of professional services that require the exchange of documents. 



Entities


SourceTarget
TemplatesNONE
Dossier
Forms



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.



Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


Step 3.


You will be prompted for the API Key.


Step 4.

Go to your Clust account and Click on Profile Picture option at the upper right corner and select Set up Team.


 

Click on Developers and then on API Integration. A new tab will be open on right side Enter your Token Name and Click on Assign All Abilities and Create.



Your API Key will be generated and it will be shown to you once so save it somewhere safe, click on Copy & Close.


 

In Final Step paste the API Key token in integration settings and click on Finish.




Clust is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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