Docs

Automate tasks across Dialpad with PDF.co

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Dialpad and PDF.co talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Dialpad and PDF.co work.

Connect your Dialpad and PDF.co. 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 Dialpad and PDF.co.

Apps are the systems your business runs on, like Dialpad and PDF.co. 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.