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Automate tasks across Formitize with Salesforce

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

Talk to our team

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 Formitize and Salesforce.

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

Every action you need

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

Add ClientCreateCreates a new client in Formitize.
Delete ClientDeleteDeactivates an existing client in Formitize.
Edit ClientUpdateUpdates an existing client in Formitize.
Get ClientReadRetrieves a client from Formitize.
List ClientsReadRetrieves clients from Formitize.
Add ContactCreateCreates a new contact in Formitize.
Delete ContactDeleteDeletes an existing contact from Formitize.
Edit ContactUpdateUpdates an existing contact in Formitize.
Get ContactReadRetrieves a contact from Formitize.
List ContactsReadRetrieves contacts from Formitize.
Get Form TemplateReadRetrieves a form template from Formitize.
List TemplatesReadRetrieves form templates from Formitize.
Add JobCreateCreates a new job in Formitize.
Delete JobDeleteDeletes an existing job from Formitize.
Edit JobUpdateUpdates an existing job in Formitize.

Frequently Asked Questions

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

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Formitize integration end to end. You tell us what you need and we deliver a working, production-ready connection.