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Automate tasks across Refiner with Salesforce

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

Update Salesforce records from new Refiner survey responsesGet Started
Create or update users in Refiner from newly updated Salesforce recordsGet Started
Send a Salesforce notification when Refiner receives a high-priority item.Get Started

Every action you need

Your company can interact with Refiner and Salesforce using our 39 actions.
Can’t find what you need? Let us know.

Get Account InfoReadRetrieves information about your Refiner account.
Delete ContactDeleteDeletes a contact from Refiner by ID or email.
Get ContactReadRetrieves a contact from Refiner by ID or email.
Identify UserCreateCreates or updates a user in Refiner.
List ContactsReadRetrieves contacts from your Refiner account.
Track EventCreateTracks a user event in Refiner.
Delete FormDeleteArchives an existing form in Refiner.
Duplicate FormCreateCreates a duplicate of a form in Refiner.
List FormsReadRetrieves forms from your Refiner account.
Publish FormUpdatePublishes or unpublishes a form in Refiner.
Get ReportingReadRetrieves survey reporting data from Refiner.
List ResponsesReadRetrieves survey views and responses from Refiner.
Store ResponsesCreateStores survey response data in Refiner.
Tag ResponsesUpdateUpdates tags on survey responses in Refiner.
Add User to SegmentCreateAdds a user to a manual segment in Refiner.

Frequently Asked Questions

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

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