Docs

Automate tasks across CodeREADr with Formstack

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your CodeREADr and Formstack work.

Connect your CodeREADr and Formstack. 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 CodeREADr and Formstack.

Apps are the systems your business runs on, like CodeREADr and Formstack. 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.