Docs

Automate tasks across Planning Center with Trust

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Planning Center and Trust talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Planning Center and Trust work.

Connect your Planning Center and Trust. 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 Planning Center and Trust.

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