Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Clust
Trigger: Watch Application Tasks Completed
Brevo
Action: Select an action
1. Select a trigger
  • Triggers when a application task is completed

  • Triggers when a new application is created.

  • Triggers when an application change stage.

  • Trigger when an application is updated by a client

  • Triggers when a new application is approved.

  • Trigger when a new application is closed

  • Trigger when a document is added to an application by a client

  • Triggers when a new application is late.

  • Triggers when a new application pending submission is detected (all mandatory documents provided but application not submitted)

  • Trigger when the status of a dossier item change

  • Trigger when a step task is completed

  • Triggers when a new application is submitted.

2. Select an action
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)