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Automate tasks across Close with Documint

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Create documents in Documint for new leads in CloseTry now
Send a Documint notification when Close receives a high-priority item.Try now
Create a Documint follow-up from new qualified activity in Close.Try now

How Cirra automates work

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

Connect your Close and Documint. 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 46 actions between Close and Documint.
Can’t find an action you need? Let us know.

List ActivitiesRun a list activities action in Close.Create ContactCreate contact in Close.Delete ContactDelete contact in Close.Get ContactRun a get contact action in Close.List ContactsRun a list contacts action in Close.Update ContactUpdate contact in Close.Get Email TemplateRun a get email template action in Close.List Email TemplatesRun a list email templates action in Close.Create LeadCreate lead in Close.Delete LeadDelete lead in Close.Get LeadRun a get lead action in Close.List LeadsRun a list leads action in Close.Merge LeadsRun a merge leads action in Close.Update LeadUpdate lead in Close.List Lead StatusesRun a list lead statuses action in Close.

Frequently asked questions

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

MindCloud connects Close and Documint 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.