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Automate tasks across OnePlan with Sleekplan

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your OnePlan and Sleekplan work.

Connect your OnePlan and Sleekplan. 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 64 actions between OnePlan and Sleekplan.
Can’t find an action you need? Let us know.

Get Child PlansRun a get child plans action in OnePlan.Get Cost Categories TreeRun a get cost categories tree action in OnePlan.Get Enterprise TeamRun a get enterprise team action in OnePlan.List Enterprise TeamsRun a list enterprise teams action in OnePlan.List My Enterprise TeamsRun a list my enterprise teams action in OnePlan.Get Enterprise Team MembersRun a get enterprise team members action in OnePlan.List EventsRun a list events action in OnePlan.Get Event LogsRun a get event logs action in OnePlan.Get My ActivitiesRun a get my activities action in OnePlan.Get My Work Status FieldsRun a get my work status fields action in OnePlan.Get My Work TasksRun a get my work tasks action in OnePlan.Get My Work UpdateRun a get my work update action in OnePlan.Get All PlansRun a get all plans action in OnePlan.Get Plan Level FieldsRun a get plan level fields action in OnePlan.Get Tasks For PlanRun a get tasks for plan action in OnePlan.

Frequently asked questions

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

MindCloud connects OnePlan and Sleekplan 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.