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Automate tasks across Cognito Forms with Copperx

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Cognito Forms and Copperx talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Cognito Forms and Copperx work.

Connect your Cognito Forms and Copperx. 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 Cognito Forms and Copperx.

Apps are the systems your business runs on, like Cognito Forms and Copperx. 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.