Docs

Automate tasks across CATS with MoneyBird

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your CATS and MoneyBird work.

Connect your CATS and MoneyBird. 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 CATS and MoneyBird.

MindCloud connects CATS and MoneyBird so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.