Integrate Clustdoc with Pivotal Tracker

Send information between Clustdoc and Pivotal Tracker automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Template created

Triggers when a new template is created

Application closed

Triggers when an application is closed

Online form created

Triggers when a new online form is created

E-contract created

Triggers when a new e-contract is created

Application created

Triggers when a new application is created

Story created

Triggers when a new story is created in the selected project

Project created

Triggers when a new project is created

Activity registered in tracker

Triggers when a new activity is registered in the tracker

All Actions - Actions are the automated tasks

Create template

Creates a new template

Create message

Creates a new message

Create online form

Creates a new online form

Create application

Creates a new application

Create e-contract

Creates a new e-contract

Update template

Updates the details of an existing template

Update an application

Updates the details of an existing application

Update message

Updates the details of an existing message

Update e-contract

Updates the details of an existing e-contract

Update online form

Updates the details of an existing online form

Fetch template

Fetches the details of an existing template 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

Fetch message

Fetches the details of an existing message using ID

Fetch application

Fetches the details of an existing application 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

Create story

Creates a new story in the selected project

Create project

Creates a new project

Fetch label

Fetches a label by its name

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.

Documents Files

What is Pivotal Tracker?

Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.

Project Management

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more

Siddharth Ahuja

CEO, Fabricroot

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