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Automate tasks across QuickFile with Teamgate

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your QuickFile and Teamgate work.

Connect your QuickFile and Teamgate. 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 QuickFile and Teamgate.

Apps are the systems your business runs on, like QuickFile and Teamgate. 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.