Docs

Automate tasks across Paperform with ChargeDesk

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Paperform and ChargeDesk work.

Connect your Paperform and ChargeDesk. 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 Paperform and ChargeDesk.

Apps are the systems your business runs on, like Paperform and ChargeDesk. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.