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Autotask + MINDBODY Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

MINDBODY Integrations

Best ways to Integrate Autotask + MINDBODY

  • Autotask MINDBODY

    Autotask + MINDBODY

    Add Appointment in MINDBODY when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    MINDBODY Add Appointment
  • Autotask MINDBODY

    Autotask + MINDBODY

    Create User to MINDBODY from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    MINDBODY Create User
  • Autotask MINDBODY

    Autotask + MINDBODY

    Create Sale to MINDBODY from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    MINDBODY Create Sale
  • Autotask MINDBODY

    Autotask + MINDBODY

    Add Appointment in MINDBODY when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    MINDBODY Add Appointment
  • Autotask MINDBODY

    Autotask + MINDBODY

    Create User to MINDBODY from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    MINDBODY Create User
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Autotask + MINDBODY in easier way

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

    Triggers
  • 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 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.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Class

    Triggers when a new class 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.

  • New Staff Appointment

    Triggers when a new staff appointment created

  • Updated Registrant

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

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • 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.

  • Add Appointment

    Action when a new appointment created

  • Create Sale

    Creates a new sale.

  • Create User

    Create New User

How Autotask & MINDBODY Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick MINDBODY 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 Autotask to MINDBODY.

    (2 minutes)

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

Integration of Autotask and MINDBODY

Autotask Corporation, founded in 1990, is a software technology company that provides cloud-based products and services for the automotive sales and service industry. Autotask has earned a place as a leading provider of integrated business management software and services to the automotive aftermarket. In 2010, Autotask entered into a partnership with MINDBODY, a privately held online platform that offers its users a full suite of salon booking services and management tools. The partnership allows Autotask to provide its users with a powerful salon booking solution within their existing sales and service solution.

    What is Autotask?

Autotask is an electronic software provider that provides cloud-based applications for the automotive aftermarket or repair industry. Autotask is a comprehensive management solution for automotive repairers and dealers with service departments, including a customer relationship management (CRM. system, inventory management, e-commerce functionality, and accounting software.

    What is MINDBODY?

MINDBODY is a web-based software designed to aid the owner-managers of hair salons, spas, and other similar businesses in managing their day-to-day operations. The MINDBODY system provides features such as online booking for appointments, invoicing, customer relations management (CRM), marketing automation, real-time analytics, and accounting.

    Integration of Autotask and MINDBODY

In 2010, Autotask entered into an agreement with MINDBODY to integrate the two companies’ services. As part of this agreement, Autotask users can now add salon booking functionality to their existing software packages by selecting MINDBODY as a new option within the software’s configuration options. With this new capability, customers now have access to a one-stop solution for both scheduling appointments and managing inventory.

Upon entering into this agreement with MINDBODY, Autotask noted that it would enable its customers to realize significant cost efficiencies by allowing them to streamline their business processes through increased integration with the salon booking system offered by MINDBODY. The company also notes that this new feature will increase the value of its offerings and foster closer collaboration between its customers and their partners in the auto industry.

    Benefits of Integration of Autotask and MINDBODY

It is possible to identify several benefits that may be realized by integrating Autotask with MINDBODY. For example, Autotask customers can now fully integrate their salon booking functionality into their existing systems for inventory management and CRM without having to purchase additional software packages from third parties. In addition, Autotask customers now have access to the same high-level functionality provided by MINDBODY—from online booking to customer relationship management—within their existing systems. This increases user productivity and efficiency while reducing implementation costs for both companies’ customers.

Overall, it appears that integration of Autotask with MINDBODY will have positive effects on both companies’ customers. By partnering with Autotask, MINDBODY can offer its customers increased integration functionality within their existing sales and service applications. In addition, it appears that MINDBODY will receive increased exposure by being connected directly to Autotask’s large network of automotive aftermarket service providers across the country.

The process to integrate Autotask and MINDBODY may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.