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Automate tasks across RollWorks with Katana

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your RollWorks and Katana work.

Connect your RollWorks and Katana. 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.

Every action you need

Access 97 actions between RollWorks and Katana.
Can’t find an action you need? Let us know.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with RollWorks and Katana.

Apps are the systems your business runs on, like RollWorks and Katana. 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.