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Automate tasks across Float with MoneyBird

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Float 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.

Every action you need

Access 54 actions between Float and MoneyBird.
Can’t find an action you need? Let us know.

Create ClientCreate client in Float.List ClientsRun a list clients action in Float.Create MilestoneCreate milestone in Float.List MilestonesRun a list milestones action in Float.Get People ReportRun a get people report action in Float.Create PersonCreate person in Float.Get PersonRun a get person action in Float.List PeopleRun a list people action in Float.Create PhaseCreate phase in Float.List PhasesRun a list phases action in Float.Create ProjectCreate project in Float.Get ProjectRun a get project action in Float.List ProjectsRun a list projects action in Float.Update ProjectUpdate project in Float.Get Projects ReportRun a get projects report action in Float.

Frequently asked questions

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

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

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.