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Automate tasks across TaxWire with Gmail

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

When Gmail has a new email, create a transaction in TaxWire.
When Gmail has a new email, update the transaction in TaxWire.
Send a Gmail notification when TaxWire receives a high-priority item.
Create a Gmail follow-up from new qualified activity in TaxWire.
Copy new customer details from TaxWire into Gmail.
Update the matching Gmail item when a TaxWire status changes.

How MindCloud automates work

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

Connect your TaxWire 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.

Frequently Asked Questions

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

Apps are the systems your business runs on, like TaxWire 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.