Integrate MINDBODY with ConnectWise PSA using AI Agents
Appy Pie Automate allows you to automate multiple workflows between MINDBODY and ConnectWise PSA
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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 ConnectWise PSA
ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.
ConnectWise PSA IntegrationsIt's easy to connect MINDBODY + ConnectWise PSA without coding knowledge. Start creating your own business flow.
- Triggers
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New Appointment Booking CancelledTriggers when a new staff appointment created
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Appointment Booking Updated
Triggers when a staff appointment updated
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Class Description Updated
Triggers when a class Description is updated
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Class Roster Booking Status Updated
Triggers when a Class Roster Booking status is updated
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Class Schedule Updated
Triggers when class schedule is updated
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Class Updated
Triggers when a class is updated
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Client Contact Logs
Trigger when a client contact logs.
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Client Contract
Triggers when a new client contract is created.
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Client Contract Updated
Triggers when a Client Contract is updated
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Generate Sales Report
Generate Sales Report.
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New Class
Triggers when a new class is created
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New Class Booking Instant
Triggers when a new class booking is created.
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New Class Visit
Triggers when a new class visit is created.
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New Client Indexes
Trigger when a new client indexes.
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New Client Purchases
Triggers when a new client purchases is created.
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New Contract
Triggers when a new contract is created.
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New Enrollment
Triggers when a new enrollment is created
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New Product
Triggers when a new product created
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New Registrant
Triggers when a new registrant is created.
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New Sale
Triggers when a new sale is created. (min 4 api calls + api calls depending upon count of purchased items)
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New Staff Appointment
Triggers when a new staff appointment created
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Staff Updated
Triggers when a staff is updated
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Updated Product Inventory
Triggers when a new product inventory is updated
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New or Updated Registrant
Triggers when new registrant added or an existing registrant is updated.
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New TerritoryTriggers when a new territory is created.
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New or Updated Contact
Triggers when a contact is created or updated.
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New or Updated Project
Triggers when a new project is created or updated.
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New or Updated Ticket
Triggers when a new ticket ticket is created or updated.
- Actions
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Add Appointment
Action when a new appointment created (max 2 api calls per task)
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Cancel Appointment
Cancel a existing appointment (max 2 api calls per task)
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Create Sale
Creates a new sale (max 3 api calls per task)
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Create/Update User
Create a new user or updates an existing user (max 3 api calls per task)
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Create User
Create New User (max 2 api calls per task)
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Purchase Account Credit
Purchase account credit (max 2 api calls per task)
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Purchase Contract
Creates a new purchase contract (min 2 api calls per task)
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Purchase Gift Card
Creates a new gift card (max 2 api calls per task)
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Remove Client From Class
Remove client from class (max 2 api calls per task)
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Remove Client from Class booking
Remove client from existing class booking (max 2 api calls per task)
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Update Appointment
Action when an appointment updated (max 2 api calls per task)
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Void Sale
Delete an existing sale (max 2 api calls per task)
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Create Company
Creates a new company.
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Create Contact
Create a Contact.
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Create Ticket
Create a Ticket.
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Create Ticket Note
Create a Ticket Note
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NOP
Nop Connectwise
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Update Company
Update a company.
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Update Ticket
Update a Ticket.
How MINDBODY & ConnectWise PSA Integrations Work
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Step 1: Choose MINDBODY as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ConnectWise PSA as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from MINDBODY to ConnectWise PSA.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.