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Automate tasks across CleverReach with Cognito Forms

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make CleverReach and Cognito Forms talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your CleverReach and Cognito Forms work.

Connect your CleverReach and Cognito Forms. 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 CleverReach and Cognito Forms.

Apps are the systems your business runs on, like CleverReach and Cognito Forms. 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.