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Automate tasks across Customers.ai with Perfit

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Customers.ai and Perfit talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Customers.ai and Perfit work.

Connect your Customers.ai and Perfit. 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 15 actions between Customers.ai and Perfit.
Can’t find an action you need? Let us know.

Create ContactCreate contact in Customers.ai.List Contact IDsRun a list contact ids action in Customers.ai.Opt-In SMS ContactRun an opt-in sms contact action in Customers.ai.Send DialogueSend dialogue in Customers.ai.Send JSON MessageSend json message in Customers.ai.Update ContactUpdate contact in Customers.ai.List PromotersRun a list promoters action in Customers.ai.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Customers.ai and Perfit.

MindCloud connects Customers.ai and Perfit 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.