HubSpot integration with Clust
How to Create Clust applications from updated HubSpot contact properties
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Clust applications from updated HubSpot contact properties" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clust integrations
Clust actions
Nekton can use any feature that is available in Clust API.
Using our advanced AI, you can easily create custom automations for Clust.
Here are some typical actions you can do in your automated workflows.
Create Application
Creates an Application
New Application Created
Triggers when a new application is created.
New Application Late
Triggers when a new application is late
New Application Submitted
Triggers when a new application is submitted
New Document Added
Triggers when a new document is added by client (File uploaded, form filled in …)
New Application Approved
Triggers when a new application is approved.
About Clust
Receive online applications easily through a branded client portal and manage them from a robust web-app with Clust.