Clientjoy + Clustdoc Integration
Connect Clientjoy to Clustdoc in 1 click
Free forever.Use premium features free for 14 days.1.
Lead is created in Clientjoy Instant- Customer is created in Clientjoy Instant
- Invoice is created in Clientjoy
- Invoice is paid in Clientjoy Instant
- Proposal is created in Clientjoy
- Proposal is send in Clientjoy Instant
Application is created in Clustdoc Instant- Item task is completed in Clustdoc Instant
- Item spreadsheet is completed in Clustdoc Instant
- Item payment is received in Clustdoc Instant
- Item is approved in Clustdoc Instant
- Item idcheck is verified in Clustdoc Instant
- Item form is completed in Clustdoc Instant
- Item fileshare is viewed in Clustdoc Instant
- Item econtract is signed in Clustdoc Instant
- Item document is uploaded in Clustdoc Instant
- File is uploaded in Clustdoc Instant
- Application is submitted in Clustdoc Instant
2.
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Top 10 Most Popular Clientjoy Automations from
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Create Clientjoy contact for new Elementor Forms form submission
Create Clientjoy contact for new Thrive Leads lead
Create Clientjoy contact for new SendFox contact
Create Clientjoy contact for new Webflow form submission
Create Clientjoy contact for new Simvoly form submission
Create Clientjoy contact for new Elementor Forms form submission
Create Clientjoy contact for new Thrive Leads lead
Create Clientjoy contact for new SendFox contact
Create Clientjoy contact for new Webflow form submission
Create Clientjoy contact for new Simvoly form submission
Create Clientjoy contact for new INBOX contact
Create Clientjoy contact for new MuxEmail contact
Create Clientjoy contact for new Sendlane contact
Create Clientjoy contact for new Hippo Video lead
Create Clientjoy contact for new Sendlio contact
Create Clientjoy contact for new INBOX contact
Create Clientjoy contact for new MuxEmail contact
Create Clientjoy contact for new Sendlane contact
Create Clientjoy contact for new Hippo Video lead
Create Clientjoy contact for new Sendlio contact
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Clientjoy
Clientjoy is a web based CRM software for agencies that helps you manage your client's lifecycle from being a lead, to providing proposals and contracts, taking payments online and delivering results.
Clustdoc
Clustdoc is a client onboarding platform that automates document collection, eSignatures, workflows, checklists, portals & approvals—helping teams streamline client intake, boost compliance, and reduce manual follow‑ups.
