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Automate tasks across Tax ID Pro with Gmail

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Tax ID Pro and Gmail talk.
Here are some common ways to automate work between them.

When Gmail has a new email, update a batch validate tax id in Tax ID Pro.
Send a Gmail notification when Tax ID Pro receives a high-priority item.
Create a Gmail follow-up from new qualified activity in Tax ID Pro.
Copy new customer details from Tax ID Pro into Gmail.
Update the matching Gmail item when a Tax ID Pro status changes.
Start a review in Gmail when Tax ID Pro flags an exception.

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Tax ID Pro and Gmail work.

Connect your Tax ID Pro and Gmail. 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 triggers and actions between Tax ID Pro and Gmail.
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 Tax ID Pro and Gmail.

Apps are the systems your business runs on, like Tax ID Pro and Gmail. 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.