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Automate tasks across CallTrackingMetrics with Clientary

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your CallTrackingMetrics and Clientary work.

Connect your CallTrackingMetrics and Clientary. 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.

Every action you need

Access 47 actions between CallTrackingMetrics and Clientary.
Can’t find an action you need? Let us know.

List AccountsRun a list accounts action in CallTrackingMetrics.List Active Account IDs And NamesRun a list active account ids and names action in CallTrackingMetrics.List ActivitiesRun a list activities action in CallTrackingMetrics.Get Agency InformationRun a get agency information action in CallTrackingMetrics.Get Agent EventsRun a get agent events action in CallTrackingMetrics.Get Call Setting DetailsRun a get call setting details action in CallTrackingMetrics.List Call SettingsRun a list call settings action in CallTrackingMetrics.Set Default Call SettingSet default call setting in CallTrackingMetrics.Update Call SettingUpdate call setting in CallTrackingMetrics.Lookup ObjectsRun a lookup objects action in CallTrackingMetrics.List Call Setting Number AssignmentsRun a list call setting number assignments action in CallTrackingMetrics.Create Tracking SourceCreate tracking source in CallTrackingMetrics.Delete Tracking SourceDelete tracking source in CallTrackingMetrics.Get Tracking Source DetailsRun a get tracking source details action in CallTrackingMetrics.List Tracking SourcesRun a list tracking sources action in CallTrackingMetrics.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with CallTrackingMetrics and Clientary.

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

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.