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Automate tasks across Excel with ServiceTrade

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Excel and ServiceTrade work.

Connect your Excel and ServiceTrade. 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 27 actions between Excel and ServiceTrade.
Can’t find an action you need? Let us know.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Excel and ServiceTrade.

Apps are the systems your business runs on, like Excel and ServiceTrade. 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.