Clustdoc + Retently Integration
Connect Clustdoc to Retently in 1 click
Free forever.Use premium features free for 14 days.1.
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
Survey response is created in Retently- Customer is created in Retently
- Company is created in Retently
- Overall metric score is updated in Retently
2.
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Most popular
01
Send ClickSend SMS message for new Retently response
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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.
Retently
Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.
