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Automate tasks across Payfunnels with Salesforce

We work with you to understand your business processes, and automate all work between Payfunnels and Salesforce.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Payfunnels and Salesforce.

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

Every action you need

Your company can interact with Payfunnels and Salesforce using our 42 actions.
Can’t find what you need? Let us know.

Get PaymentReadRetrieves a payment from Payfunnels by ID.
List PaymentsReadRetrieves a list of payments from Payfunnels.
Create Custom Plan Payment LinkCreateCreates a custom plan payment link in Payfunnels.
Create One-Time Payment LinkCreateCreates a one-time payment link in Payfunnels.
Create Payment Plan Payment LinkCreateCreates a payment plan link in Payfunnels.
Create Pay What You Want Payment LinkCreateCreates a pay-what-you-want payment link in Payfunnels.
Create Recurring Payment LinkCreateCreates a recurring payment link in Payfunnels.
Get Payment LinkReadRetrieves a payment link from Payfunnels by ID.
List Payment LinksReadRetrieves a list of payment links from Payfunnels.
Refund PaymentUpdateUpdates a payment by refunding it in Payfunnels.
Create Setup FeeCreateCreates a new setup fee in Payfunnels.
Delete Setup FeeDeleteDeletes an existing setup fee from Payfunnels.
Get Setup FeeReadRetrieves a setup fee from Payfunnels by ID.
List Setup FeesReadRetrieves a list of setup fees from Payfunnels.
Update Setup FeeUpdateUpdates an existing setup fee in Payfunnels.

Frequently Asked Questions

Common questions about working with MindCloud on your Payfunnels and Salesforce integration.

Apps are the systems your business runs on, like Payfunnels and Salesforce. 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.