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Automate tasks across Refersion with Universe

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Refersion and Universe. 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 42 actions between Refersion and Universe.
Can’t find an action you need? Let us know.

Change Affiliates StatusUpdateRun a change affiliates status action in Refersion.Edit AffiliateUpdateRun an edit affiliate action in Refersion.Get AffiliateReadRun a get affiliate action in Refersion.List All AffiliatesReadRun a list all affiliates action in Refersion.Search AffiliatesReadRun a search affiliates action in Refersion.Conversion Status ChangeUpdateRun a conversion status change action in Refersion.Manual Commission CreditCreateRun a manual commission credit action in Refersion.Get TotalsReadRun a get totals action in Refersion.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Refersion and Universe. 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.

Related integrations

Explore other ways to connect Refersion with the apps your team already uses, or browse every Refersion and Universe integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

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