Docs

Automate tasks across ActiveTrail with Callingly

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make ActiveTrail and Callingly talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your ActiveTrail and Callingly work.

Connect your ActiveTrail and Callingly. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with ActiveTrail and Callingly.

Apps are the systems your business runs on, like ActiveTrail and Callingly. 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.