Clust + Retently Integration

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Clust + Retently Integration
1.
  • Clust
    Item document is uploaded in Clust Instant
  • Clust
    Item econtract is signed in Clust Instant
  • Clust
    Application is submitted in Clust Instant
  • Clust
    Application stage is changed in Clust Instant
  • Clust
    Application is created in Clust Instant
  • Clust
    Item is approved in Clust Instant
  • Clust
    Application is closed in Clust Instant
  • Clust
    Item task is completed in Clust Instant
  • Clust
    Item form is completed in Clust Instant
  • Clust
    Item payment is received in Clust Instant
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
2.
  • Clust
    Search dossier item by ID in Clust
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently
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