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Automate tasks across Process Plan with Klipfolio

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Process Plan and Klipfolio talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Process Plan and Klipfolio work.

Connect your Process Plan and Klipfolio. 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.

Every action you need

Access 686 actions between Process Plan and Klipfolio.
Can’t find an action you need? Let us know.

Delete Dark Background Logo for AccountsDelete dark background logo for accounts in Process Plan.Delete Light Background Logo for AccountsDelete light background logo for accounts in Process Plan.Get AccountRun a get account action in Process Plan.Update AccountUpdate account in Process Plan.Update Account PlanUpdate account plan in Process Plan.Update Dark Background Logo for AccountsUpdate dark background logo for accounts in Process Plan.Update Light Background Logo for AccountsUpdate light background logo for accounts in Process Plan.List Audit EntriesRun a list audit entries action in Process Plan.List Audit Entries for Process Instance HeaderRun a list audit entries for process instance header action in Process Plan.List Audit Entries for Process Template HeaderRun a list audit entries for process template header action in Process Plan.List Audit Entries for Proxy JobRun a list audit entries for proxy job action in Process Plan.List Audit Entries for Proxy RunRun a list audit entries for proxy run action in Process Plan.List Audit Entries for UserRun a list audit entries for user action in Process Plan.List Audit Entries for User GroupRun a list audit entries for user group action in Process Plan.Count Automated Actions for Process Template HeaderRun a count automated actions for process template header action in Process Plan.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Process Plan and Klipfolio.

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

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.