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Automate tasks across Cheddar with Close

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Cheddar and Close work.

Connect your Cheddar and Close. 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 65 actions between Cheddar and Close.
Can’t find an action you need? Let us know.

Add Custom Charge or CreditAdd custom charge or credit in Cheddar.Delete Custom Charge or CreditDelete custom charge or credit in Cheddar.Create CustomerCreate customer in Cheddar.Delete CustomerDelete customer in Cheddar.Get CustomerRun a get customer action in Cheddar.Import CustomersRun an import customers action in Cheddar.List CustomersRun a list customers action in Cheddar.Update CustomerUpdate customer in Cheddar.Update Customer and SubscriptionUpdate customer and subscription in Cheddar.Create One-Time InvoiceCreate one-time invoice in Cheddar.Issue VoidRun an issue void action in Cheddar.Issue Void or RefundRun an issue void or refund action in Cheddar.Run Outstanding InvoiceRun a run outstanding invoice action in Cheddar.Send or Resend Invoice EmailSend or resend invoice email in Cheddar.Get Pricing PlanRun a get pricing plan action in Cheddar.

Frequently asked questions

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

MindCloud connects Cheddar and Close 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.