Docs

Automate tasks across Refersion with Giftbit

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Refersion and Giftbit. 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 Refersion and Giftbit.

Apps are the systems your business runs on, like Refersion and Giftbit. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.