Docs

Automate tasks across Paperform with Proposify

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Paperform and Proposify. 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 Proposify.

Apps are the systems your business runs on, like Paperform and Proposify. 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.