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Automate tasks across CompanyHub with QuickFile

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your CompanyHub and QuickFile work.

Connect your CompanyHub and QuickFile. 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 CompanyHub and QuickFile.

Apps are the systems your business runs on, like CompanyHub and QuickFile. 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.