Clustdoc + Roll Integration
Connect Clustdoc to Roll 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
Company is created in Roll- Task is created in Roll
- Project is created in Roll
- Time record is created in Roll
2.
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Most popular
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You Can Also Connect Clustdoc or Roll With 1400+ Other Apps
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.
Roll
ROLL is an all-in-one CRM platform that helps manage your business and finances in one place. Using ROLL, you can manage projects, track sales, understand your customers better and grow your business organically.
