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Automate tasks across Close with Process Street

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Create Process Street workflow run for Close opportunities
Update tickets in Process Street from new SMSs in Close.io
Add new Process Street workflow run as Close tasks
Create Close notes for new Process Street workflow run
Create notes in Close for new Process Street workflow run
Create Close notes for new checked tasks in Process Street

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Close and Process Street work.

Connect your Close 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.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Close and Process Street. 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.