Sign inGet started
Docs
Get started

Automate tasks across Documenterra with Salesforce

We work with you to understand your business processes, and automate all work between Documenterra and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Documenterra and Salesforce.

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

Every action you need

Your company can interact with Documenterra and Salesforce using our 41 actions.
Can’t find what you need? Let us know.

Create PageCreateCreate page in Documenterra.
Delete Multiple PagesDeleteDelete multiple pages in Documenterra.
Delete PageDeleteDelete page in Documenterra.
Get PageReadRun a get page action in Documenterra.
List PagesReadRun a list pages action in Documenterra.
Update PageUpdateUpdate page in Documenterra.
Get Page ViewsReadRun a get page views action in Documenterra.
Get ProjectReadRun a get project action in Documenterra.
List ProjectsReadRun a list projects action in Documenterra.
List Project Access UsersReadRun a list project access users action in Documenterra.
Get Search QueriesReadRun a get search queries action in Documenterra.
Search PortalReadRun a search portal action in Documenterra.
Delete Tree ElementDeleteDelete tree element in Documenterra.
Get Multiple Tree ElementsReadRun a get multiple tree elements action in Documenterra.
Get Tree ElementReadRun a get tree element action in Documenterra.

Frequently Asked Questions

Common questions about working with MindCloud on your Documenterra and Salesforce integration.

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Documenterra integration end to end. You tell us what you need and we deliver a working, production-ready connection.

Related integrations

Explore other ways to connect Documenterra with the apps your team already uses, or browse every Documenterra and Salesforce 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 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.