Docs

Automate tasks across DocumentPro with Documentero

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make DocumentPro and Documentero talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your DocumentPro and Documentero work.

Connect your DocumentPro and Documentero. 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 DocumentPro and Documentero.

Apps are the systems your business runs on, like DocumentPro and Documentero. 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.