Moneybird

Integrate Moneybird with 2800+ apps and services

Supercharge your Moneybird support workflows with Ayudo's AI-powered agents by connecting with Zendesk, Slack, and Shopify. Resolve tickets faster, automate customer conversations, and deliver instant responses, all within your support team’s reach.

Explore Triggers and Actions

New Webhook event
Trigger new event on each webhook event. [See docs here](https://developer.moneybird.com/webhooks/)
Create Contact
Create a new contact. [See docs here](https://developer.moneybird.com/api/contacts/#post_contacts)
Create Sale Invoice
Create a sale invoice. [See docs here](https://developer.moneybird.com/api/sales_invoices/#post_sales_invoices)
Create Quote
Create a new quote. [See docs here](https://developer.moneybird.com/api/estimates/#post_estimates)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Moneybird

Moneybird simplifies accounting for customer support teams, enhancing efficient service delivery and streamlined customer communication.

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Moneybird

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up Moneybird integration in Ayudo?

To use Moneybird integration in Ayudo, add the Moneybird node to your workflow. Authenticate using your API key from Moneybird’s settings. You can create support tickets from Moneybird events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Moneybird data in support conversations.

Do I need any special permissions or API keys to integrate Moneybird with Ayudo?

You will need an API key from Moneybird, which can be found in your Moneybird account settings under the API section. Ensure you have permissions to access financial data, customer details, and transaction records. Admin access may be required. Ensure your credentials have access to these resources for full support automation capabilities.

Can I combine Moneybird with other apps in Ayudo workflows?

Yes! Moneybird works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value Moneybird event occurs, you can create a Zendesk ticket, notify the team via Slack, and have an AI agent reach out proactively. These workflows are designed to enhance support efficiency, not just automate tasks.

What are some common use cases for Moneybird integrations with Ayudo?

Common use cases include auto-creating support tickets from Moneybird events, syncing customer data between Moneybird and support tools, triggering AI agent responses based on Moneybird activities, sending proactive support messages via voice/text agents, and updating Moneybird records after support conversations. Each workflow is designed to enhance support operations.

How does Ayudo's pricing model benefit me when integrating Moneybird?

Ayudo uses per-seat pricing ($119-$179/seat/month), ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions, allowing your support team to handle more conversations without additional costs, making Moneybird automation cost-effective as your support volume scales.

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