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Automate tasks across Process Street with Salesmate

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Process Street and Salesmate work.

Connect your Process Street and Salesmate. 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 48 actions between Process Street and Salesmate.
Can’t find an action you need? Let us know.

Approve or Reject TaskRun an approve or reject task action in Process Street.List ApprovalsRun a list approvals action in Process Street.Test AuthenticationRun a test authentication action in Process Street.List Data SetsRun a list data sets action in Process Street.Get Data Set RecordRun a get data set record action in Process Street.List Data Set RecordsRun a list data set records action in Process Street.List Form FieldsRun a list form fields action in Process Street.List Form Field OptionsRun a list form field options action in Process Street.Batch Update Form Field ValuesBatch update form field values in Process Street.List Task Form Field ValuesRun a list task form field values action in Process Street.List Workflow Run Form Field ValuesRun a list workflow run form field values action in Process Street.Get TaskRun a get task action in Process Street.List Workflow Run TasksRun a list workflow run tasks action in Process Street.Update TaskUpdate task in Process Street.List UsersRun a list users action in Process Street.

Frequently asked questions

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

MindCloud connects Process Street and Salesmate 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.