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Automate tasks across Salesforce with ActiveMerge

We work with you to understand your business processes, and automate all work between Salesforce and ActiveMerge.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Salesforce and ActiveMerge.

Send a ActiveMerge notification when Salesforce receives a high-priority item.
Create a ActiveMerge follow-up from new qualified activity in Salesforce.
Copy new customer details from Salesforce into ActiveMerge.
Update the matching ActiveMerge item when a Salesforce status changes.
Start a review in ActiveMerge when Salesforce flags an exception.
Summarize new Salesforce activity and save it in ActiveMerge.

Every action you need

Your company can interact with Salesforce and ActiveMerge using our 7 actions.
Can’t find what you need? Let us know.

Generate DocumentCreateGenerates a document from a template in ActiveMerge.
List FilesReadRetrieves files and folders for the authenticated user from ActiveMerge.
List Image TemplatesReadRetrieves image templates for the authenticated user from ActiveMerge.
List TemplatesReadRetrieves templates for the authenticated user from ActiveMerge.
Get User CreditsReadRetrieves remaining user credits from ActiveMerge.
Generate Workflow DocumentsCreateGenerates documents from a workflow in ActiveMerge.
List WorkflowsReadRetrieves workflows for the authenticated user from ActiveMerge.

Frequently Asked Questions

Common questions about working with MindCloud on your Salesforce and ActiveMerge integration.

Apps are the systems your business runs on, like Salesforce and ActiveMerge. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.