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Automate tasks across Follow Up Boss with Handwrite

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Follow Up Boss and Handwrite talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Follow Up Boss and Handwrite work.

Connect your Follow Up Boss and Handwrite. 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 7 actions between Follow Up Boss and Handwrite.
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 Follow Up Boss and Handwrite.

Apps are the systems your business runs on, like Follow Up Boss and Handwrite. 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.