Docs

Automate tasks across Postalytics with Proposify

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Postalytics 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 Postalytics and Proposify.

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