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Automate tasks across Modern Treasury with HubSpot

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Modern Treasury and HubSpot talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Modern Treasury and HubSpot work.

Connect your Modern Treasury and HubSpot. 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 96 actions between Modern Treasury and HubSpot.
Can’t find an action you need? Let us know.

List Account Collection FlowsRun a list account collection flows action in Modern Treasury.List Bulk RequestsRun a list bulk requests action in Modern Treasury.List Bulk ResultsRun a list bulk results action in Modern Treasury.List ConnectionsRun a list connections action in Modern Treasury.List Connection Legal EntitiesRun a list connection legal entities action in Modern Treasury.List CounterpartiesRun a list counterparties action in Modern Treasury.List DocumentsRun a list documents action in Modern Treasury.List EventsRun a list events action in Modern Treasury.List Expected PaymentsRun a list expected payments action in Modern Treasury.List External AccountsRun a list external accounts action in Modern Treasury.List Foreign Exchange QuotesRun a list foreign exchange quotes action in Modern Treasury.List Incoming Payment DetailsRun a list incoming payment details action in Modern Treasury.List Internal AccountsRun a list internal accounts action in Modern Treasury.List InvoicesRun a list invoices action in Modern Treasury.List LedgersRun a list ledgers action in Modern Treasury.

Frequently asked questions

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

MindCloud connects Modern Treasury and HubSpot 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.