Docs

Automate tasks across Better Proposals with Paperform

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Better Proposals and Paperform talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Better Proposals and Paperform work.

Connect your Better Proposals and Paperform. 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 Better Proposals and Paperform.

Apps are the systems your business runs on, like Better Proposals and Paperform. 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.