Docs

Automate tasks across ProAbono with Refersion

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your ProAbono and Refersion work.

Connect your ProAbono and Refersion. 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 ProAbono and Refersion.

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