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Automate tasks across Clientary with Workiz

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Clientary and Workiz. 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 44 actions between Clientary and Workiz.
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 Workiz.

MindCloud connects Clientary and Workiz 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.