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Automate tasks across Chatforma with Salesforce

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

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 Chatforma and Salesforce.

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

Every action you need

Your company can interact with Chatforma and Salesforce using our 47 actions.
Can’t find what you need? Let us know.

Get Current AccountReadRetrieves current account authorization status from Chatforma.
List BotsReadRetrieves chatbot bot records from Chatforma.
Create Bot VariableCreateCreates a new bot variable in Chatforma.
Delete Bot VariableDeleteDeletes an existing bot variable from Chatforma.
List Bot VariablesReadRetrieves bot variable records from Chatforma.
Create Dispatch To SegmentCreateCreates a segment dispatch in Chatforma.
Create Dispatch To UserCreateCreates a user dispatch in Chatforma.
List FormsReadRetrieves submitted form records from Chatforma.
List Bot MessagesReadRetrieves bot message records from Chatforma.
List User MessagesReadRetrieves user message records from Chatforma.
Send Existing Message To SegmentCreateSends an existing message to a Chatforma segment.
Send Existing Message To UserCreateSends an existing message to a Chatforma user.
Send Message To Dialog UserCreateCreates a dialog message for a Chatforma user.
Get Notification SampleReadRetrieves notification sample fields from Chatforma.
List NotificationsReadRetrieves notification subscription records from Chatforma.

Frequently Asked Questions

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

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