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Automate tasks across Flatfile with Salesforce

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

Create Salesforce contacts for new documents in FlatfileGet Started
Send a Salesforce notification when Flatfile receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Flatfile.Get Started

Every action you need

Your company can interact with Flatfile and Salesforce using our 73 actions.
Can’t find what you need? Let us know.

Get Current AccountReadRetrieves the current account from Flatfile.
List CalculationsReadRetrieves calculations for a sheet in Flatfile.
Get Cell ValuesReadRetrieves record cell values by field in Flatfile.
Get EnvironmentReadRetrieves a specific environment from Flatfile.
List EnvironmentsReadRetrieves a list of environments from Flatfile.
Clone FileCreateCreates a copy of a file in Flatfile.
Delete FileDeleteDeletes an existing file from Flatfile.
Get FileReadRetrieves a specific file from Flatfile.
List FilesReadRetrieves a list of files from Flatfile.
Update FileUpdateUpdates an existing file in Flatfile.
Upload FileCreateUploads a new file to Flatfile.
Download FileReadDownloads a specific file from Flatfile.
Detect File HeaderCreateDetects the header row in a Flatfile file.
Acknowledge JobUpdateAcknowledges a specific job in Flatfile.
Complete JobUpdateCompletes a specific job in Flatfile.

Frequently Asked Questions

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

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