Cling + EngageBay Marketing Integrations
How to connect Cling + EngageBay Marketing
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Specify if your new client is a individual or a company
Client nameRequired
Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
Client socialSecurityNumber / organisationNumber
Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
Client reference
If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
Client email
Specify a default client email, example "john@domain.com"
Client cellphone
Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
Client cellphone region
Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
Client street
Street of the client, example "Vasagatan 3"
Client zip
Zip of the client, example "11152"
Client city
City of the client, example "Stockholm"
Client reverse VAT
Specify if the client uses reverse VAT as default
Client note
Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Document Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try ItDocument nameRequired
Select a name of the document that will be visible to your client
Template IDRequired
Specify which template to use when creating the document
Client IDRequired
Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
How Cling + EngageBay Marketing Integrations Work
- Step 1: Authenticate Cling and EngageBay Marketing.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Cling
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