Keep Moneybird and Trengo updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in Trengo by itself, in the shape Trengo expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you create the ticket or appointment yourself when something arrives through another channel.
What Moneybird to Trengo saves you
- Open a Trengo ticket automatically for every invoice you send from Moneybird.
- Open a Trengo ticket automatically for a Moneybird invoice going overdue.
- Open a Trengo ticket automatically for every paid Moneybird invoice.
What travels across the link
Everything this connector moves between Moneybird and Trengo, and how often.
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Contacts
to Trengo automaticallyThe sender is recognised or created as a contact in Trengo, so the conversation sits with the right person.
What each side expects
Moneybird and Trengo do not describe the world the same way. This is what has to line up.
Trengo
A customer contact system wants a sender and a subject, so a message lands with the right customer.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to Trengo. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Moneybird. A customer contact system wants a sender and a subject, so a message lands with the right customer.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
- An account you administer, and the inbox or channel involved.
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Moneybird to Trengo?
Yes. Schakel connects through the official APIs of Moneybird and Trengo, so you install nothing on your own server and nothing travels outside those two parties.
Is a ticket created automatically in Trengo?
Yes. What arrives from Moneybird becomes a ticket in Trengo for the right customer, so a question does not sit somewhere unanswered.
Does Trengo recognise the sender as an existing customer?
The sender is looked up by email in Trengo and attached to the existing contact; with no match, a new contact is created.
What does connecting Moneybird and Trengo cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Moneybird sync with Trengo?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Moneybird or Trengo is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Moneybird to Trengo?
You give Schakel access to Moneybird and Trengo once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Is my Moneybird data safe in this connector?
Your credentials are stored encrypted and we only process what is needed to update Trengo. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Moneybird and Trengo should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.