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Automate tasks across Referral Factory with Square

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Referral Factory and Square talk.
Here are some common ways to automate work between them.

Create new Square customers from new Referral Factory usersTry now
Send a Square notification when Referral Factory receives a high-priority item.Try now
Create a Square follow-up from new qualified activity in Referral Factory.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Referral Factory and Square work.

Connect your Referral Factory and Square. 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 Referral Factory and Square.

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