Clustdoc + Halopsa Integration
Connect Clustdoc to Halopsa in 1 click
Free forever.Use premium features free for 14 days.1.
Item document is uploaded in Clustdoc Instant- Application is created in Clustdoc Instant
- Application is submitted in Clustdoc Instant
- File is uploaded in Clustdoc Instant
- Item econtract is signed in Clustdoc Instant
- Item fileshare is viewed in Clustdoc Instant
- Item form is completed in Clustdoc Instant
- Item idcheck is verified in Clustdoc Instant
- Item is approved in Clustdoc Instant
- Item payment is received in Clustdoc Instant
- Item spreadsheet is completed in Clustdoc Instant
- Item task is completed in Clustdoc Instant
Site note is created in Halopsa Instant- Site note is updated in Halopsa Instant
- Site note is deleted in Halopsa Instant
- CRM note is created in Halopsa Instant
- User is created in Halopsa Instant
- User is updated in Halopsa Instant
- User is deleted in Halopsa Instant
- Site is created in Halopsa Instant
- Site is updated in Halopsa Instant
- Site is deleted in Halopsa Instant
- Customer is created in Halopsa Instant
- Customer is updated in Halopsa Instant
- Customer is deleted in Halopsa Instant
- Ticket is created in Halopsa Instant
- CRM note is updated in Halopsa Instant
- CRM note is deleted in Halopsa Instant
2.
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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.
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.
