Clust Platform.ly

Clust + Platform.ly Integrations, Built by an AI Agent

Put Clust + Platform.ly to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Clust and Platform.ly below — describe the exact one you want above and the Agent builds it on demand.

Clust + Platform.ly When a new application is created in Clust, sync applicant details to Platform.ly. See details
Create personal storage folders for newly captured leads When a new lead is captured in Platform.ly, automatically create a dedicated folder in Clust to house their project documentation. See details
Tag marketing contacts when new resource files are uploaded When a new file is uploaded to a designated collateral folder in Clust, apply a specific tag to target leads in Platform.ly. See details

Browse the full workflow library →

Looking to achieve something else with Clust and Platform.ly?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Clust and Platform.ly

Everything Clust and Platform.ly can do inside a workflow — the triggers that start one and the actions that run when it fires.

Clust Explore Clust →

Clust is document collection and client portal software designed to streamline document gathering and client onboarding.

Triggers
New Application Created

Triggers when a new application is created.

New Application Closed

Triggers when a new application is closed.

New Application Late

Triggers when a new application is late

New Application Pending Submission

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

New Application Progress Stage Changed

Triggers when the progress stage of an application changes

New Application Step Approved

Trigger when a specific step in an application is approved

Actions
Assign a New Stakeholder to Role

Assigns a stakeholder to a specific role within an existing application

Close Application

Closes an existing application

Create Application

Creates an Application

Update Form Field

Updates the value of a specific field in a form within an existing Clustdoc application

Platform.ly Explore Platform.ly →

Platform.ly is a marketing automation and business analytics tool designed to track conversion funnels, manage email campaigns, and monitor sales.

Triggers
New Contact

Triggers when a new contact is created.

New Custom Field

Triggers when a new custom field is created.

New Segment

Triggers when a new segment is created.

New Tag

Triggers when a new tag is created.

Actions
Add Segment to Contact

Add segment to contact.

Remove Segment From Contact

Remove Segment from Contact.

Add Tag to Contact

Add tag to contact.

Create Contact

Creates a new contact.

Update Contact

Updates contact info.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Clust + Platform.ly

Is there a pre-built Clust + Platform.ly automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clust and Platform.ly's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Clust or Platform.ly connector?

No. The Agent works whether or not Clust or Platform.ly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can file uploads launch marketing campaigns?

When new content or sales collaterals are added to Clust, tags can be applied in Platform.ly to enroll interested leads into specialized email sequences.

Can target contacts receive dedicated folders when entering workflows?

Yes, when a new lead enters a specific automation stage in Platform.ly, a dedicated shared folder can be created automatically in Clust.

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