Nusii > ClustDoc connection issue

[timothyryanhills]

I am trying to setup a pretty simple automation from Nusii Proposal software to Clustdoc client onboarding software. I am new to Pabbly keep in mind.

Ok, so it is pretty straight forward for the most part, however one area is asking for a template when mapping fields to ClustDoc... No templates in Nusii nor ClustDoc...

Any help?

 

[Pabblymember11]

Hey @timothyryanhills

According to the Clustdoc, you must have a template to use the action event. Kindly make sure you have built a template in your Clustdoc account.