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Automate tasks across Clientary with Moco

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Clientary and Moco work.

Connect your Clientary and Moco. 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 72 actions between Clientary and Moco.
Can’t find an action you need? Let us know.

Create ClientCreateCreates a new client in Clientary.Get ClientReadRetrieves a client from Clientary by client ID.List ClientsReadRetrieves clients from your Clientary account.Update ClientUpdateUpdates a client in Clientary by client ID.Create ContactCreateCreates a new contact for a client in Clientary.Get ContactReadRetrieves a contact from Clientary by contact ID.List ContactsReadRetrieves contacts from your Clientary account.Update ContactUpdateUpdates a contact in Clientary by contact ID.Create EstimateCreateCreates a new estimate in Clientary.Get EstimateReadRetrieves an estimate from Clientary by estimate ID.List EstimatesReadRetrieves estimates from your Clientary account.Update EstimateUpdateUpdates an estimate in Clientary by estimate ID.Create InvoiceCreateCreates a new invoice in Clientary.Get InvoiceReadRetrieves an invoice from Clientary by invoice ID.List InvoicesReadRetrieves invoices from your Clientary account.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Clientary and Moco. 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.

Related integrations

Explore other ways to connect Clientary with the apps your team already uses, or browse every Clientary and Moco integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

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