Docs

Automate tasks across Trafft with Customerly

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Trafft and Customerly work.

Connect your Trafft and Customerly. 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 Trafft and Customerly.

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