Integrazione Clustdoc + Hipcall

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

Quando ciò accade (trigger)

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.

New Application Submitted
Triggers when a new application is submitted

New Application Created
Triggers when a new application is created

New Item Approved
Triggers when a new item is approved

Application Stage Changed
Triggers when a application stage changes

Application Closed
Triggers when a application is closed

Item Payment Received
Triggers when a item payment is received

Item Form Completed
Triggers when a item form is completed

Item Task Completed
Triggers when a item task is completed

Item Document Uploaded
Triggers when a item document is uploaded

Item E-Contract Signed
Triggers when a item e-contract is signed

Create Dossier/Application
Create a new dossier/application

Create Tag
Create a new tag

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.