Docs

Automate tasks across AssignX with Salesforce

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

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

Every action you need

Your company can interact with AssignX and Salesforce using our 34 actions.
Can’t find what you need? Let us know.

List AgentsReadRetrieves agents you can access in AssignX.
Create ConversationCreateCreates a new conversation in AssignX.
Get Conversation DetailReadRetrieves detailed conversation data from AssignX.
List ConversationsReadRetrieves conversations for an AssignX agent.
Reset Conversation ContextDeleteResets stored conversation context in AssignX.
Send Message to ConversationCreateCreates a message in an AssignX conversation.
Send Message to Conversation (SSE)CreateCreates a message and returns SSE events in AssignX.
Send Message to Conversation (SSE) with StreamCreateCreates a message and returns JSON-assembling SSE events.
Send Message to Conversation with AttachmentCreateCreates a message with an attachment in AssignX.
Get Prompt Trace DetailReadRetrieves prompt trace details from AssignX.
Get Prompt Trace for MessageReadRetrieves a prompt trace ID for an AssignX message.
Get User ProfileReadRetrieves the current user profile from AssignX.

Frequently Asked Questions

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

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