Docs

Automate tasks across Cognito Forms with SmartReach

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Cognito Forms and SmartReach work.

Connect your Cognito Forms and SmartReach. 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 SmartReach.

MindCloud connects Cognito Forms and SmartReach so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.