Docs

Automate tasks across Ortto with Salespanel

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Ortto and Salespanel work.

Connect your Ortto and Salespanel. 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.

Frequently asked questions

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

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