Intégration Clustdoc + Hipcall
Clustdoc est un logiciel d'intégration de clients intelligent conçu pour les entreprises et les équipes modernes du monde entier.
Lorsque cela se produit (déclencheurs)
Effectuer ceci (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Application Submitted
Triggers when a new application is submitted
Triggers when a new application is submitted
New Application Created
Triggers when a new application is created
Triggers when a new application is created
New Item Approved
Triggers when a new item is approved
Triggers when a new item is approved
Application Stage Changed
Triggers when a application stage changes
Triggers when a application stage changes
Application Closed
Triggers when a application is closed
Triggers when a application is closed
Item Payment Received
Triggers when a item payment is received
Triggers when a item payment is received
Item Form Completed
Triggers when a item form is completed
Triggers when a item form is completed
Item Task Completed
Triggers when a item task is completed
Triggers when a item task is completed
Item Document Uploaded
Triggers when a item document is uploaded
Triggers when a item document is uploaded
Item E-Contract Signed
Triggers when a item e-contract is signed
Triggers when a item e-contract is signed
Create Dossier/Application
Create a new dossier/application
Create a new dossier/application
Create Tag
Create a new tag
Create a new tag
Create Client Notification
Create a client notification
Create a client notification
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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