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Automate tasks across Joiin with Klipfolio

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Joiin and Klipfolio work.

Connect your Joiin and Klipfolio. 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 34 actions between Joiin and Klipfolio.
Can’t find an action you need? Let us know.

Run Balance Sheet ReportRun a run balance sheet report action in Joiin.Run Cashflow ReportRun a run cashflow report action in Joiin.Create CompanyCreate company in Joiin.Delete CompanyDelete company in Joiin.List CompaniesRun a list companies action in Joiin.Update CompanyUpdate company in Joiin.Run Custom ReportRun a run custom report action in Joiin.Run Profit and Loss ReportRun a run profit and loss report action in Joiin.Run Trial Balance ReportRun a run trial balance report action in Joiin.

Frequently asked questions

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

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

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.