Docs

Automate tasks across SalesViewer with Stockpilot

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your SalesViewer and Stockpilot work.

Connect your SalesViewer and Stockpilot. 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 37 actions between SalesViewer and Stockpilot.
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 SalesViewer and Stockpilot.

MindCloud connects SalesViewer and Stockpilot so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.