Kicking off the New Year and diving into automation with MindCloud’s low-code iPaaS platform can feel both exciting and a bit overwhelming. Luckily, MindCloud is powerful but intuitive, and with its easy-to-use platform, MindCloud makes it easier than ever to streamline your workflows and integrate your favorite tools.
To help you hit the ground running, here are 10 Tips to get the most out of MindCloud!
Workflows are the foundation of MindCloud's automation. At their core, workflows consist of:
A new lead fills out a form on your website. The form submission acts as a trigger, and the workflow action sends that lead’s information to your CRM system.
MindCloud has pre-configured recipes that make it easy to begin. These ready-to-use workflows let you quickly connect apps like HubSpot, NetSuite, Slack, and so much more.
Choose a recipe aligned with your needs, customize it to fit your workflow, and run it. When you log in, you’ll see new and popular recipes right on the dashboard.
Use a pre-built recipe to automatically create a new contact in HubSpot whenever a new lead enters your ERP.
MindCloud’s drag-and-drop interface makes automation easy, even if you’re just starting out. Spend some time playing around with the builder by setting up a simple workflow. Try moving modules, linking apps, and adding conditions to get a feel for how it all works. MindCloud lets you try it out for free, so you can get a good feel for how it works.
Drag a Google Sheets connector to the canvas, then add an action to send an email once a new row is added, and connect it with your email provider. You’ve just created an automated email notification for new entries.
One of MindCloud’s best features is its AI-powered code generation. Simply describe a task in plain language and let the platform generate the logic for you. This is especially helpful for users new to automation, as well as developers building complex workflows.
Describe in plain English, “When a new customer places an order, create an invoice and send it to the accounting team,” MindCloud will generate the automation for you, linking your order system with your accounting software.
As you gain experience, you can start using MindCloud’s advanced logic features like conditional statements, loops, and dynamic mappers to create more sophisticated workflows. There’s so much you can do with ease in this platform, thanks to custom mapping abilities and more.
Create a workflow that processes a batch of invoices: use a loop to iterate through each invoice and apply conditional logic to only send invoices over $500 to a manager for approval.
Take advantage of MindCloud’s unlimited free testing to refine your workflows. Run them in test mode, make adjustments, and experiment without using up your task allowance. Once everything is working perfectly, activate your automation with confidence.
Build a workflow that updates customer records in your CRM whenever new data comes in via an API. Use the test mode to check if the CRM updates as expected without triggering live data changes.
It’s easy to get carried away creating workflows, but staying organized will save you headaches later. Keep everything organized as your workflow library grows by using folders and descriptive naming conventions. This helps you stay on top of your automation as you scale.
Organize workflows into folders like “Sales Automation,” “Marketing Workflows,” and “Customer Support” so you can easily find and manage them when needed.
MindCloud’s workflow memory keeps track of the last synced data, improving efficiency by ensuring only new or updated data is processed.
When syncing customer records between two systems, workflow memory ensures that only new or updated records since the last sync are processed, saving time and reducing redundancy.
MindCloud provides real-time notifications and detailed logs to monitor your workflows. These features help you troubleshoot and make adjustments quickly.
Set up an alert for when a workflow fails and use the logs to review what went wrong, whether it’s an issue with data mapping or a missing trigger.
MindCloud supports custom API integrations, enabling you to connect with niche software applications or proprietary systems not included in standard integrations. And, if you need support, the MindCloud team is ready to help or build it for you.
If your company uses a custom inventory management system, you can integrate it with MindCloud by building an API connection to automate stock updates across other platforms like your online store or ERP system.
MindCloud’s powerful low-code iPaaS platform is perfect for businesses of all sizes looking to automate workflows and connect their tools. By following these tips and experimenting with features like AI, advanced logic, and custom integrations, you’ll be well on your way to creating efficient, time-saving automation.
Take it step by step, and if you need help, MindCloud offers robust 24/7 support and a dedicated Slack channel for help and guidance.
Ready to explore MindCloud? Start for free today.