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.
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.
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Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when a staff appointment updated
Triggers when a class Description is updated
Triggers when a Class Roster Booking status is updated
Triggers when class schedule is updated
Triggers when a class is updated
Trigger when a client contact logs.
Triggers when a new client contract is created.
Triggers when a Client Contract is updated
Triggers when a new class is created
Triggers when a new class visit is created.
Trigger when a new client indexes.
Triggers when a new client purchases is created.
Triggers when a new contract is created.
Triggers when a new enrollment is created
Triggers when a new product created
Triggers when a new registrant is created.
Triggers when a new sale is created.
Triggers when a new staff appointment created
Triggers when a staff is updated
Triggers when new registrant added or an existing registrant is updated.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Action when a new appointment created
Creates a new sale.
Create a new user or updates an existing user.
Create New User
Purchase account credit
Creates a new purchase contract.
Creates a new gift card.
Delete a existing sale.
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.
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.
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.
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.
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.
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