Docs

Automate tasks across Dovetail with Salesforce

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

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 Dovetail and Salesforce.

Create new Dovetail notes from new Salesforce records
Generate Dovetail notes from updated Salesforce records
Create notes in Dovetail for new outbound messages in Salesforce
Create new Dovetail persons when new Salesforce contacts are added

Every action you need

Your company can interact with Dovetail and Salesforce using our 47 actions.
Can’t find what you need? Let us know.

Create ContactCreateCreates a new contact in your Dovetail workspace.
Delete ContactDeleteDeletes an existing contact from Dovetail.
Get ContactReadRetrieves a contact from Dovetail by ID.
List ContactsReadRetrieves contacts from your Dovetail workspace.
Update ContactUpdateUpdates an existing contact in Dovetail.
Create DataCreateCreates a new data entry in Dovetail.
Delete DataDeleteDeletes an existing data entry from Dovetail.
Get DataReadRetrieves a data entry from Dovetail by ID.
List DataReadRetrieves data entries from your Dovetail workspace.
Update DataUpdateUpdates an existing data entry in Dovetail.
Create DocCreateCreates a new doc in your Dovetail workspace.
Delete DocDeleteDeletes an existing doc from Dovetail.
Get DocReadRetrieves a doc from Dovetail by ID.
List DocsReadRetrieves docs from your Dovetail workspace.
Update DocUpdateUpdates an existing doc in Dovetail.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Dovetail and Salesforce. 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.