Integrate EngageBay with Clustdoc
Send information between EngageBay and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate EngageBay and Clustdoc using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Template created
Triggers when a new template is created
Online form created
Triggers when a new online form is created
E-contract created
Triggers when a new e-contract is created
Application closed
Triggers when an application is closed
Application created
Triggers when a new application is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new task
Create company
Creates a new company
Create event
Creates a new event
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Create message
Creates a new message
Create e-contract
Creates a new e-contract
Create template
Creates a new template
Create online form
Creates a new online form
Create application
Creates a new application
Update template
Updates the details of an existing template
Update message
Updates the details of an existing message
Update e-contract
Updates the details of an existing e-contract
Update an application
Updates the details of an existing application
Update online form
Updates the details of an existing online form
Fetch message
Fetches the details of an existing message using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch application
Fetches the details of an existing application using ID
Fetch template
Fetches the details of an existing template 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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
Similar apps
What is Clustdoc?
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
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