Sign inGet started
Docs
Get started

Automate tasks across Copper with Referral Factory

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Copper and Referral Factory talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Copper and Referral Factory work.

Connect your Copper and Referral Factory. 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.

Every action you need

Access 11 actions between Copper and Referral Factory.
Can’t find an action you need? Let us know.

List CampaignsRun a list campaigns action in Referral Factory.Retrieve CampaignRun a retrieve campaign action in Referral Factory.Search CampaignsRun a search campaigns action in Referral Factory.List Due RewardsRun a list due rewards action in Referral Factory.Search Due RewardsRun a search due rewards action in Referral Factory.List Issued RewardsRun a list issued rewards action in Referral Factory.Search Issued RewardsRun a search issued rewards action in Referral Factory.List RewardsRun a list rewards action in Referral Factory.Search RewardsRun a search rewards action in Referral Factory.List UsersRun a list users action in Referral Factory.Search UsersRun a search users action in Referral Factory.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Copper and Referral Factory.

MindCloud connects Copper and Referral Factory so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.