Triggers are the events that start an automation, such as a new row, updated record, incoming message, or scheduled check. MindCloud watches for the trigger and starts the workflow when the event happens.

Automate tasks across Customers.ai with Proposify

Q: How do triggers and actions work together?

A trigger starts the workflow, then actions do the work in connected apps. For example, a trigger can detect a new item and an action can send a message, create a task, update a record, or sync data.

Q: Can I create an automation right away?

Yes. You can describe the workflow you want, connect the apps involved, and use MindCloud to turn that request into an automation your team can refine and run.

Trigger

Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Send a Proposify notification when Customers.ai receives a high-priority item.Try now

Create a Proposify follow-up from new qualified activity in Customers.ai.Try now

Copy new customer details from Customers.ai into Proposify.Try now

Update the matching Proposify item when a Customers.ai status changes.Try now

Start a review in Proposify when Customers.ai flags an exception.Try now

Summarize new Customers.ai activity and save it in Proposify.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Customers.ai and Proposify work.

Connect your Customers.ai and Proposify. 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 31 actions between Customers.ai and Proposify.
Can’t find an action you need? Let us know.

Create ContactCreateCreate contact in Customers.ai.List Contact IDsReadRun a list contact ids action in Customers.ai.Opt-In SMS ContactCreateRun an opt-in sms contact action in Customers.ai.Send DialogueUpdateSend dialogue in Customers.ai.Send JSON MessageUpdateSend json message in Customers.ai.Update ContactUpdateUpdate contact in Customers.ai.List PromotersReadRun 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 Proposify.

What does MindCloud do with Customers.ai and Proposify?

MindCloud connects Customers.ai and Proposify so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

What are triggers?

How do triggers and actions work together?

Can I create an automation right away?

Related integrations

Explore other ways to connect Customers.ai with the apps your team already uses, or browse every Customers.ai and Proposify integrations.

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