How to Set-Up Webhook Inside Clustdoc Using Pabbly Connect

Learn how to set up a webhook inside Clustdoc using Pabbly Connect. This tutorial provides step-by-step instructions for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Clustdoc Integration

In this tutorial, we will explore how to set up a webhook inside Clustdoc using Pabbly Connect. Pabbly Connect serves as the central integration platform that allows seamless automation between Clustdoc and other applications. By following this guide, you will learn the exact steps to connect these applications effectively.

Clustdoc is designed to simplify client onboarding and document collection. With Pabbly Connect, you can automate processes related to client intake and document submissions. This integration ensures that all client-related documents are efficiently managed in one place.

2. Setting Up the Trigger in Pabbly Connect

The first step in setting up your webhook is to create a workflow in Pabbly Connect. In this workflow, you will define the trigger application as Clustdoc. This action is crucial because it determines when the automation will start.

To set up the trigger, follow these steps:

• Select Clustdoc as the trigger application.
• Choose the trigger event as ‘New Application Created’.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, you will use it to connect Clustdoc with Pabbly Connect. This URL acts as a bridge, allowing the two applications to communicate effectively.

3. Connecting Clustdoc to Pabbly Connect

Next, log into your Clustdoc account to connect it with Pabbly Connect. This will involve navigating to the API Integrations section where you can create a new endpoint.

Here are the steps to connect Clustdoc:

• Click on the profile button in the top right corner.
• Select ‘Setup Team’ and then navigate to ‘Developers’.
• Under Developers, click on ‘Webhooks’ and then ‘Create Endpoint’.

In the endpoint creation form, paste the webhook URL you copied earlier and select ‘Application Created’ as the event to send. This step is essential for ensuring that Clustdoc sends the correct data to Pabbly Connect.

4. Testing the Webhook Setup with Pabbly Connect

Once you have set up the webhook in Clustdoc, it’s time to test the integration using Pabbly Connect. You will create a dummy application in Clustdoc to ensure that the webhook captures the response correctly.

Follow these steps to test your setup:

Fill out the application form in Clustdoc with dummy data. Submit the application to trigger the webhook. Check the workflow in Pabbly Connect to see if the response is captured.

After submitting the application, navigate back to your workflow in Pabbly Connect. You should see a response indicating that the application was successfully created and captured by the webhook.

5. Conclusion

In conclusion, setting up a webhook inside Clustdoc using Pabbly Connect is a straightforward process that enhances your client onboarding experience. By following the steps outlined in this tutorial, you can automate the capture of client information seamlessly. This integration not only streamlines your workflow but also ensures that you manage client documents efficiently.

Utilizing Pabbly Connect for this integration allows you to focus on your core business processes while automating routine tasks. Now you can enjoy a more organized approach to client onboarding and document management.