Docs

Automate tasks across Close with Manifestly

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Close and Manifestly work.

Connect your Close and Manifestly. 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 Close and Manifestly.

Apps are the systems your business runs on, like Close and Manifestly. 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.