Integrate MINDBODY with Autotask using AI Agents

Appy Pie Automate allows you to automate multiple workflows between MINDBODY and Autotask

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About MINDBODY

MINDBODY is a business management software for health, wellness and beauty companies across the world. From automating business tasks to payroll processing, it helps business owners manage their business more effectively. Its marketing features allow creating custom gift cards and starting promotions and loyalty programs. Screen reader support enabled.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

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Connect MINDBODY + Autotask in easier way

It's easy to connect MINDBODY + Autotask without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment Booking Cancelled

    Triggers when a new staff appointment created

  • Appointment Booking Updated

    Triggers when a staff appointment updated

  • Class Description Updated

    Triggers when a class Description is updated

  • Class Roster Booking Status Updated

    Triggers when a Class Roster Booking status is updated

  • Class Schedule Updated

    Triggers when class schedule is updated

  • Class Updated

    Triggers when a class is updated

  • Client Contact Logs

    Trigger when a client contact logs.

  • Client Contract

    Triggers when a new client contract is created.

  • Client Contract Updated

    Triggers when a Client Contract is updated

  • Generate Sales Report

    Generate Sales Report.

  • New Class

    Triggers when a new class is created

  • New Class Booking Instant

    Triggers when a new class booking is created.

  • New Class Visit

    Triggers when a new class visit is created.

  • New Client Indexes

    Trigger when a new client indexes.

  • New Client Purchases

    Triggers when a new client purchases is created.

  • New Contract

    Triggers when a new contract is created.

  • New Enrollment

    Triggers when a new enrollment is created

  • New Product

    Triggers when a new product created

  • New Registrant

    Triggers when a new registrant is created.

  • New Sale

    Triggers when a new sale is created. (min 4 api calls + api calls depending upon count of purchased items)

  • New Staff Appointment

    Triggers when a new staff appointment created

  • Staff Updated

    Triggers when a staff is updated

  • Updated Product Inventory

    Triggers when a new product inventory is updated

  • New or Updated Registrant

    Triggers when new registrant added or an existing registrant is updated.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Contract

    Trigger when a new contract created.

  • New Expense

    Trigger when a new New expense created.

  • New Expense Reports

    Trigger when a new New expense reports created

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • New or Setup Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • Actions
  • Add Appointment

    Action when a new appointment created (max 2 api calls per task)

  • Cancel Appointment

    Cancel a existing appointment (max 2 api calls per task)

  • Create Sale

    Creates a new sale (max 3 api calls per task)

  • Create/Update User

    Create a new user or updates an existing user (max 3 api calls per task)

  • Create User

    Create New User (max 2 api calls per task)

  • Purchase Account Credit

    Purchase account credit (max 2 api calls per task)

  • Purchase Contract

    Creates a new purchase contract (min 2 api calls per task)

  • Purchase Gift Card

    Creates a new gift card (max 2 api calls per task)

  • Remove Client From Class

    Remove client from class (max 2 api calls per task)

  • Remove Client from Class booking

    Remove client from existing class booking (max 2 api calls per task)

  • Update Appointment

    Action when an appointment updated (max 2 api calls per task)

  • Void Sale

    Delete an existing sale (max 2 api calls per task)

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Expense Report

    Create Expense Report.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How MINDBODY & Autotask Integrations Work

  1. Step 1: Choose MINDBODY as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Autotask as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from MINDBODY to Autotask.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:17 am
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