Sign inGet started
Docs
Get started

Automate tasks across Klenty with Survicate

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Klenty and Survicate work.

Connect your Klenty and Survicate. 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 40 actions between Klenty and Survicate.
Can’t find an action you need? Let us know.

List Company CadencesRun a list company cadences action in Klenty.List User CadencesRun a list user cadences action in Klenty.Start CadenceRun a start cadence action in Klenty.Get Call Completion DetailsRun a get call completion details action in Klenty.Get Email EngagementsRun a get email engagements action in Klenty.List ListsRun a list lists action in Klenty.Add Prospect Custom Field ValueAdd prospect custom field value in Klenty.Add Prospect To ListAdd prospect to list in Klenty.Add Tags To ProspectAdd tags to prospect in Klenty.Bulk Create ProspectsRun a bulk create prospects action in Klenty.Change Prospect To Do Not ContactRun a change prospect to do not contact action in Klenty.Create ProspectCreate prospect in Klenty.Get Prospect By EmailRun a get prospect by email action in Klenty.Get Prospect Status By EmailRun a get prospect status by email action in Klenty.Get Prospect Status By IDRun a get prospect status by ID action in Klenty.

Frequently asked questions

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

MindCloud connects Klenty and Survicate 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.