Integrazione Clustdoc + Hipcall

Clustdoc

Clustdoc è un software intelligente di onboarding dei clienti progettato per le moderne aziende e team di tutto il mondo.

Quando ciò accade (trigger)

Esegui questa operazione (Azioni)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Clustdoc
New Application Submitted
Triggers when a new application is submitted
Clustdoc
New Application Created
Triggers when a new application is created
Clustdoc
New Item Approved
Triggers when a new item is approved
Clustdoc
Application Stage Changed
Triggers when a application stage changes
Clustdoc
Application Closed
Triggers when a application is closed
Clustdoc
Item Payment Received
Triggers when a item payment is received
Clustdoc
Item Form Completed
Triggers when a item form is completed
Clustdoc
Item Task Completed
Triggers when a item task is completed
Clustdoc
Item Document Uploaded
Triggers when a item document is uploaded
Clustdoc
Item E-Contract Signed
Triggers when a item e-contract is signed
Clustdoc
Create Dossier/Application
Create a new dossier/application
Clustdoc
Create Tag
Create a new tag
Clustdoc
Create Client Notification
Create a client notification
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.

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