Cling Integrations

Proposal & Invoice Management

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Google Sheets

Google, Spreadsheets

Trello

Project Management

Google Calendar

Calendar, Google

Gmail

Email, Google

Formatter by Zapier

Documents, Zapier

Pipedrive

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

LIME Go

Sales & CRM

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Trello

Project Management

Google Calendar

Calendar, Google

Gmail

Email, Google

Formatter by Zapier

Documents, Zapier

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Trello

Project Management

Google Calendar

Calendar, Google

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Popular ways to use Cling workflows

Send mail with Gmail when a Cling document is accepted
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Cling + Gmail
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When this happens
Step 1: Document Accepted
Then do this
Step 2: Send Email
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Send mail with Gmail when a Cling document is accepted
Send mail with Gmail when a Cling document is accepted
Cling + Gmail
Creates a Trello card when a Cling document is sent
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Cling + Trello
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When this happens
Step 1: New Document
Then do this
Step 2: Create Card
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Creates a Trello card when a Cling document is sent
Creates a Trello card when a Cling document is sent
Cling + Trello
Create Trello cards with correct prices when new Cling documents are created
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Cling + Formatter by Zapier + Trello
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When this happens
Step 1: New Document
Then do this
Step 2: Numbers
Then do this
Step 3: Create Card
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Create Trello cards with correct prices when new Cling documents are created
Create Trello cards with correct prices when new Cling documents are created
Cling + Formatter by Zapier + Trello
Create Cling clients from new Pipedrive deals
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Pipedrive + Cling
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When this happens
Step 1: New Deal
Then do this
Step 2: Create Client
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Create Cling clients from new Pipedrive deals
Create Cling clients from new Pipedrive deals
Pipedrive + Cling
Add new contacts in HubSpot to Cling as clients
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HubSpot + Cling
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When this happens
Step 1: New Contact
Then do this
Step 2: Create Client
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Add new contacts in HubSpot to Cling as clients
Add new contacts in HubSpot to Cling as clients
HubSpot + Cling
Create Cling clients from new Upsales companies
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Upsales + Cling
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When this happens
Step 1: New Company
Then do this
Step 2: Create Client
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Create Cling clients from new Upsales companies
Create Cling clients from new Upsales companies
Upsales + Cling
Add new LIME Go customers to Cling as clients
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LIME Go + Cling
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When this happens
Step 1: New Customer
Then do this
Step 2: Create Client
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Add new LIME Go customers to Cling as clients
Add new LIME Go customers to Cling as clients
LIME Go + Cling
Update HubSpot deals when new documents are viewed in Cling
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Cling + HubSpot
More details
When this happens
Step 1: Document Viewed
Then do this
Step 2: Update Deal
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Update HubSpot deals when new documents are viewed in Cling
Update HubSpot deals when new documents are viewed in Cling
Cling + HubSpot

Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Instant

Create Client
Creates a new client
Action
Write
Create Document
Create a new document
Action
Write

Send Document
Send a document
Action
Write

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

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