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Automate tasks across Reportei with Salesforce

We work with you to understand your business processes, and automate all work between Reportei and Salesforce.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Reportei and Salesforce.

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

Every action you need

Your company can interact with Reportei and Salesforce using our 48 actions.
Can’t find what you need? Let us know.

Get Company SettingsReadRetrieves company settings from Reportei.
Create DashboardCreateCreates a new dashboard in Reportei.
Get DashboardReadRetrieves a dashboard from Reportei.
List DashboardsReadRetrieves dashboards from Reportei.
Get IntegrationReadRetrieves an integration from Reportei.
List IntegrationsReadRetrieves integrations from Reportei.
List MetricsReadRetrieves metrics from Reportei.
Get Metric DataReadRetrieves metric data from Reportei.
Get ProjectReadRetrieves a project from Reportei.
List ProjectsReadRetrieves projects from Reportei.
Create ReportCreateCreates a new report in Reportei.
Get ReportReadRetrieves a report from Reportei.
List ReportsReadRetrieves reports from Reportei.
Get TemplateReadRetrieves a template from Reportei.
List TemplatesReadRetrieves templates from Reportei.

Frequently Asked Questions

Common questions about working with MindCloud on your Reportei and Salesforce integration.

Apps are the systems your business runs on, like Reportei and Salesforce. 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.