Docs

Automate tasks across BoloForms with ChatDaddy

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your BoloForms and ChatDaddy work.

Connect your BoloForms and ChatDaddy. 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 BoloForms and ChatDaddy.

Apps are the systems your business runs on, like BoloForms and ChatDaddy. 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.