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Automate tasks across Xola with Follow Up Boss

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Xola and Follow Up Boss talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Xola and Follow Up Boss work.

Connect your Xola and Follow Up Boss. 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 Xola and Follow Up Boss.

Apps are the systems your business runs on, like Xola and Follow Up Boss. 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.