- Phone and message check-ins
- Hand prepared worksheet
- Separate parts agreement
- Manual status notification
Workshop job-card case study
Sample project for connecting customer login, parts request and service notification.
01 / STARTING POSITION
The operating situation that can be automated
Appointments were received through several channels, the preparation of worksheets and the notification of customers were done manually. Mechanics often started with incomplete information.
- Uniform reception of login data
- Verification of vehicle and customer data
- Preparation of work sheet and parts request
- Automatic status and receipt notification
It is unifieddate and customer data
Preparedworksheets
Lessrepeated phone call
Integration ecosystem
We connect to your
existing systems.
MoneyBro securely connects the business systems you already use.
For greater
opportunities
MoneyBroIntegration hub
Secure data connection
Sales and customer management
Customers · opportunities · growthSalesforceHubSpotMiniCRM
Finance and business management
Finance · operations · efficiencySAPSzámlázz.huBillingo
Communication and data
Collaboration · data · automationSlackMicrosoft 365Google Workspace
More connectable systems
Open integration ecosystemDynamics 365ShopifyPower BIPipedriveZoho CRMZendeskFreshdeskMailchimpBrevoActiveCampaignCalendlyTypeformJotformOracle NetSuiteOdooWooCommerceUNASShoprenterKulcs-SoftNAV Online InvoiceDocuSignStripeBarionSimplePaySharePointGoogle DriveDropboxOneDriveMicrosoft TeamsJiraAsanaMonday.comClickUpTrelloNotionAirtableLooker StudioMySQLPostgreSQLMicrosoft SQL ServerREST APIWebhookSFTPCustom ERP / CRM
Dynamics 365
Shopify
Power BI
Pipedrive
Zoho CRM
Zendesk
Freshdesk
Mailchimp
Brevo
ActiveCampaign
Calendly
Typeform
Jotform
Oracle NetSuite
Odoo
WooCommerce
UNAS
Shoprenter
Kulcs-Soft
NAV Online Invoice
DocuSign
Stripe
Barion
SimplePay
SharePoint
Google Drive
Dropbox
OneDrive
Microsoft Teams
Jira
Asana
Monday.com
ClickUp
Trello
Notion
Airtable
Looker Studio
MySQL
PostgreSQL
Microsoft SQL Server
REST API
Webhook
SFTP
Custom ERP / CRMBetter performanceData flows where it creates real business value.Secure connectionEnterprise-grade protection and dependable operation.Real-time dataAlways-current information for better decisions.
Can't find your system?We will assess its integration options.→
Free automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.