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Automate tasks across AssignX with Salesforce

We work with you to understand your business processes, and automate all work between AssignX and Salesforce.

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Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between AssignX and Salesforce.

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

Every action you need

Your company can interact with AssignX and Salesforce using our 34 actions.
Can’t find what you need? Let us know.

List AgentsReadRetrieves agents you can access in AssignX.
Create ConversationCreateCreates a new conversation in AssignX.
Get Conversation DetailReadRetrieves detailed conversation data from AssignX.
List ConversationsReadRetrieves conversations for an AssignX agent.
Reset Conversation ContextDeleteResets stored conversation context in AssignX.
Send Message to ConversationCreateSends a message in an AssignX conversation.
Send Message to Conversation (SSE)CreateSends a message and returns SSE events in AssignX.
Send Message to Conversation (SSE) with StreamCreateSends a message and returns streamed JSON SSE events.
Send Message to Conversation with AttachmentCreateSends a message with an attachment in AssignX.
Get Prompt Trace DetailReadRetrieves prompt trace details from AssignX.
Get Prompt Trace for MessageReadRetrieves a prompt trace for an AssignX message.
Get User ProfileReadRetrieves the current user profile from AssignX.

Frequently Asked Questions

Common questions about working with MindCloud on your AssignX and Salesforce integration.

Apps are the systems your business runs on, like AssignX and Salesforce. 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.