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Automate tasks across folk with MoneyBird

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your folk 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 63 actions between folk and MoneyBird.
Can’t find an action you need? Let us know.

Create CompanyCreate company in folk.Delete CompanyDelete company in folk.Get CompanyRun a get company action in folk.List CompaniesRun a list companies action in folk.Update CompanyUpdate company in folk.List Group Custom FieldsRun a list group custom fields action in folk.Create DealCreate deal in folk.Delete DealDelete deal in folk.Get DealRun a get deal action in folk.List DealsRun a list deals action in folk.Update DealUpdate deal in folk.List GroupsRun a list groups action in folk.Create InteractionCreate interaction in folk.Create NoteCreate note in folk.Delete NoteDelete note in folk.

Frequently asked questions

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

MindCloud connects folk 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.