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Automate tasks across ApproveThis with Salesforce

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

Talk to our team

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 ApproveThis and Salesforce.

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

Every action you need

Your company can interact with ApproveThis and Salesforce using our 32 actions.
Can’t find what you need? Let us know.

Create TemplateCreateCreates a new approval template in ApproveThis.
Delete TemplateDeleteDeletes an approval template from ApproveThis by slug.
Generate TemplateCreateCreates an approval template from JSON data in ApproveThis.
Get TemplateReadRetrieves an approval template from ApproveThis by slug.
List Template FieldsReadRetrieves fields for an approval template in ApproveThis.
List TemplatesReadRetrieves approval templates from your ApproveThis workspace.
Update TemplateUpdateUpdates an existing approval template in ApproveThis.
Create WorkflowCreateCreates a workflow from an ApproveThis template.
Get WorkflowReadRetrieves a workflow from ApproveThis by ID.
List WorkflowsReadRetrieves approval workflows from your ApproveThis workspace.

Frequently Asked Questions

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

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your ApproveThis integration end to end. You tell us what you need and we deliver a working, production-ready connection.