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Automate tasks across Customers.ai with Smartsheet

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Customers.ai and Smartsheet. 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 36 actions between Customers.ai and Smartsheet.
Can’t find an action you need? Let us know.

Create ContactCreateCreates an SMS contact in Customers.ai, or updates an existing match.List Contact IDsReadRun a list contact ids action in Customers.ai.Opt-In SMS ContactCreateOpts a new SMS contact into a promoter in Customers.ai.Send DialogueUpdateSends a dialogue to a contact in Customers.ai.Send JSON MessageUpdateSends a JSON message to a contact in Customers.ai.Update ContactUpdateUpdates an existing contact in Customers.ai.List PromotersReadLists active send-to-messenger promoters 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 Smartsheet.

Apps are the systems your business runs on, like Customers.ai and Smartsheet. 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.

Related integrations

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

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

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