Docs

Automate tasks across Chatforma with FileCloud

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Chatforma and FileCloud work.

Connect your Chatforma and FileCloud. 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 Chatforma and FileCloud.

Apps are the systems your business runs on, like Chatforma and FileCloud. 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.