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Automate tasks across Alegra with Plumsail Documents

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Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Alegra and Plumsail Documents talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Alegra and Plumsail Documents work.

Connect your Alegra and Plumsail Documents. 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 Alegra and Plumsail Documents.

MindCloud connects Alegra and Plumsail Documents so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.