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Automate tasks across Teamgate with Formstack Documents

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Teamgate and Formstack Documents talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Teamgate and Formstack Documents work.

Connect your Teamgate and Formstack Documents. 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 66 actions between Teamgate and Formstack Documents.
Can’t find an action you need? Let us know.

Get ActivityRun a get activity action in Teamgate.Update ActivityUpdate activity in Teamgate.List ActivitiesRun a list activities action in Teamgate.Create AppointmentCreate appointment in Teamgate.Create CallCreate call in Teamgate.Create CompanyCreate company in Teamgate.Delete CompanyDelete company in Teamgate.Get CompanyRun a get company action in Teamgate.List CompaniesRun a list companies action in Teamgate.List Deal CompaniesRun a list deal companies action in Teamgate.Search CompaniesRun a search companies action in Teamgate.Update CompanyUpdate company in Teamgate.Create DealCreate deal in Teamgate.Delete DealDelete deal in Teamgate.Get DealRun a get deal action in Teamgate.

Frequently asked questions

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

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

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.