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Automate tasks across Clientary with Process Street

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Create Process Street workflow run from Clientary invoicesTry now
Send a Process Street notification when Clientary receives a high-priority item.Try now
Create a Process Street follow-up from new qualified activity in Clientary.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Clientary and Process Street work.

Connect your Clientary and Process Street. 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 48 actions between Clientary and Process Street.
Can’t find an action you need? Let us know.

Create ClientCreate client in Clientary.Get ClientRun a get client action in Clientary.List ClientsRun a list clients action in Clientary.Update ClientUpdate client in Clientary.Create ContactCreate contact in Clientary.Get ContactRun a get contact action in Clientary.List ContactsRun a list contacts action in Clientary.Update ContactUpdate contact in Clientary.Create EstimateCreate estimate in Clientary.Get EstimateRun a get estimate action in Clientary.List EstimatesRun a list estimates action in Clientary.Update EstimateUpdate estimate in Clientary.Create InvoiceCreate invoice in Clientary.Get InvoiceRun a get invoice action in Clientary.List InvoicesRun a list invoices action in Clientary.

Frequently asked questions

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

MindCloud connects Clientary and Process Street 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.