Integrate Clustdoc with Zoho Projects
Send information between Clustdoc and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a new task or subtask in a project in Zoho Projects when a new online form is created in Clustdoc
Integrate Clustdoc with Zoho Projects using Zoho Flow. Whenever a new online form is created in Clustdoc, Zoho Flow automatically creates a new task or subtask in a project in Zoho Projects. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new online form is created in Clustdoc.
- Zoho Flow creates a new task or subtask in a project in Zoho Projects.
Create a new task or subtask in a project in Zoho Projects when a new online form is created in Clustdoc
Clustdoc + Zoho Projects
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Supported triggers and actions
Integrate Clustdoc and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Application created
Triggers when a new application is created
E-contract created
Triggers when a new e-contract is created
Application closed
Triggers when an application is closed
Template created
Triggers when a new template is created
Online form created
Triggers when a new online form is created
Milestone completed
Triggers when a milestone is marked as completed in the portal
Task or subtask updated
Triggers when a task or subtask is updated in the portal
Task completed
Triggers when a task is marked as completed in the portal
Event created
Triggers when a new event is created in the portal
Event updated
Triggers when an existing event is updated
Task created in layout
Triggers when a new task is created in a specific layout
Milestone updated in project
Triggers when a milestone is updated in a specific project
Task comment added
Triggers when a new comment is added to a task
Task created in project
Triggers when a new task is created in a specific project
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Task or subtask overdue in portal
Triggers when a task or a subtask becomes overdue in the selected portal
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Milestone created in project
Triggers when a new milestone is created in a specific project
Task overdue in project
Triggers when a task becomes overdue in the selected project
Issue submitted
Triggers when a new issue is submitted in the portal
Updated task in project
Triggers when a task is updated in a specific project
Task created
Triggers when a new task is created in the portal
Project comment added
Triggers when a new comment is added to a project
Milestone created
Triggers when a new milestone is created in the portal
Task list completed
Triggers when a task list is completed
Milestone updated
Triggers when a milestone is updated in the portal
Task list created in project
Triggers when new task list is created
Project updated
Triggers when a project's details are updated
Updated task in layout
Triggers when a task is updated in a specific layout
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Issue updated
Triggers when the details of an issue are updated in the portal
Project created
Triggers when a new project is created in the portal
Issue comment added
Triggers when a new comment is added to an issue
Task completed in project
Triggers when a task is marked as completed in a specific project
All Actions - Actions are the automated tasks
Create application
Creates a new application
Create template
Creates a new template
Create online form
Creates a new online form
Create message
Creates a new message
Create e-contract
Creates a new e-contract
Update online form
Updates the details of an existing online form
Update e-contract
Updates the details of an existing e-contract
Update an application
Updates the details of an existing application
Update template
Updates the details of an existing template
Update message
Updates the details of an existing message
Fetch template
Fetches the details of an existing template using ID
Fetch online form
Fetches the details of an existing online form 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 message
Fetches the details of an existing message using ID
Search template record
Searches for an existing template using template name
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
Create issue time log
Creates a time log entry for an existing issue
Create project
Creates a new project in the portal
Add followers to task
Adds the specified users as followers to a task
Create task list
Creates a new task list in a project
Add client user to company
Adds a new client user to the company
Create time log for task
Records hours worked on a specific task
Create task in layout
Creates a new task in a project under a specific layout
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Create issue in layout
Creates a new issue in a project under a specific layout
Add client user to project
Adds a new client user to a specific project
Associate client company to a project
Associates an existing client company with a specific project
Create event
Creates a new event in the portal
Add comment in task
Adds a new comment to an existing task
Create general time log
Creates a general time log entry for the portal
Clone a task list
Clones a task list by Source ID. Source ID can be an existing task list template , project, or project template
Create milestone
Creates a new milestone in a project
Create tag
Creates a new tag in the portal
Create customer
Creates a new customer in the portal
Create task or subtask
Creates a new task or subtask in a project
Associate team to a project
Adds a team to an existing project
Create project in layout
Creates a new project in under a specific layout
Create issue
Creates a new issue in a project
Add user to portal
Adds a new user to the portal
Add comment in project
Adds a new comment to an existing project
Add comment in issue
Adds a new comment to an existing issue
Add user to project
Adds a new user to a specific project
Update project in layout
Updates the details of an existing project by ID under a specific layout
Approve issue timelog
Approves a time log entry for an issue
Update task time log
Updates the details of an existing task time log
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update task or subtask
Updates the details of an existing task or subtask by ID
Update time log
Updates the details of an existing general time log
Update event
Updates the details of an existing event by ID
Update project
Updates the details of an existing project by ID
Update issue
Updates the details of an existing issue by ID
Approve task timelog
Approves a time log entry for a task
Update milestone
Updates the details of an existing milestone by ID
Approve time log
Approves a general time log entry
Update task list
Updates the details of an existing task list by ID
Update issue timelog
Updates the details of an existing issue time log entry
Update customer
Updates the details of an existing customer
Update task in layout
Updates the details of an existing task by ID under a specific layout
Fetch option
Fetches the available options for a specific field
Fetch team
Fetches the details of an existing team by ID or Name in the portal
Fetch customer in a project
Fetches the details of all customer associated with a specific project
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch tag
Fetches the details of an existing tag
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch task in project
Fetches the details of an existing task by ID in a specific project
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch task list
Fetches the details of an existing task list
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch milestone by search term
Fetches the details of an existing milestone matching a search term like name
Fetch customer
Fetches the details of an existing customer
Fetch CRM deals
Fetches the CRM deals associated with a project
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.
Similar apps
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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