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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Meeting" from ClientRock.

Add your action

An action happens after the trigger—such as "Assign a New Stakeholder to Role" in Clust.

You’re connected!

Zapier seamlessly connects ClientRock and Clust, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Team
  Required
Trigger
Instant
Try It
- Team
  Required
- Engagement Template
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
Action
Write
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
  Required
- Process items
Trigger
Polling
Try It

- Process
  Required
- Process Items
  Required
- Task
  Required
Trigger
Polling
Try It
- Process
- Task
  Required
Trigger
Polling
Try It

- Process
Trigger
Polling
Try It
- Application Name
  Required
Action
Write
- Application ID
  Required
- Generate files
  Required
- Form field
  Required
- New Value Field
  Required
Action
Write

- Team
  Required
- Engagement Template
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
Action
Write
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
- Progress Stage
Trigger
Polling
Try It
- Process
  Required
- Process Items
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Application ID
  Required
- Role
  Required
- Last name
  Required
- First name
  Required
- Email
  Required
- Phone
- Notify recipient
Action
Write
- Process Name
  Required
- Recipient First Name
  Required
- Recipient Last Name
  Required
- Recipient Email
  Required
- Recipient Phone
- Recipient Company
- Recipient custom info
- Notify recipient
  Required
- Owner Email
- Internal reference
- Tags
Action
Write

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ClientRock and Clust to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your ClientRock to Clust integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClientRock

ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.

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Related categories

Scheduling & Booking

About Clust

Receive online applications easily through a branded client portal and manage them from a robust web-app with Clust.