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Automate tasks across Flodesk with Refersion

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Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Flodesk and Refersion work.

Connect your Flodesk and Refersion. 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 Flodesk and Refersion.

MindCloud connects Flodesk and Refersion so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.