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Automate tasks across Evoliz with Salesforce

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

Talk to our team

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 Evoliz and Salesforce.

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

Every action you need

Your company can interact with Evoliz and Salesforce using our 44 actions.
Can’t find what you need? Let us know.

Get ArticleReadRetrieves an article from Evoliz.
List ArticlesReadRetrieves articles from Evoliz.
Update ArticleUpdateUpdates an existing article in Evoliz.
Create ClientCreateCreates a new client in Evoliz.
Get ClientReadRetrieves a client from Evoliz.
List ClientsReadRetrieves clients from Evoliz.
Update ClientUpdateUpdates an existing client in Evoliz.
Create Client ContactCreateCreates a new client contact in Evoliz.
List Client ContactsReadRetrieves client contacts from Evoliz.
Create InvoiceCreateCreates a new invoice in Evoliz.
Get InvoiceReadRetrieves an invoice from Evoliz.
List InvoicesReadRetrieves invoices from Evoliz.
Update InvoiceUpdateUpdates an existing invoice in Evoliz.
Create QuoteCreateCreates a new quote in Evoliz.
Get QuoteReadRetrieves a quote from Evoliz.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Evoliz 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.