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Automate tasks across Formitize with Formstack Documents

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Formitize and Formstack Documents talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Formitize and Formstack Documents work.

Connect your Formitize and Formstack Documents. 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 Formitize and Formstack Documents.

Apps are the systems your business runs on, like Formitize and Formstack Documents.

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.