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Automate tasks across Reportei with WhatsBox

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Reportei and WhatsBox work.

Connect your Reportei and WhatsBox. 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 Reportei and WhatsBox.

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