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Automate tasks across RollWorks with Salesmate

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your RollWorks and Salesmate work.

Connect your RollWorks and Salesmate. 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 81 actions between RollWorks and Salesmate.
Can’t find an action you need? Let us know.

Frequently Asked Questions

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

Apps are the systems your business runs on, like RollWorks and Salesmate. 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.