MINDBODY Capsule CRM Integration using AI Agents
Appy Pie Automate allows you to Integrate MINDBODY with Capsule CRM using AI Agents
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Simplify MINDBODY Capsule CRM Integration with seamless setup
Easily set up MINDBODY Capsule CRM Integration without coding. Start automating your workflows and Integrate MINDBODY with Capsule CRM today.
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New Appointment Booking Cancelled
Triggers 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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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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Contact Updated Instant
Triggers when a contact is updated
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New Contact Instant
Triggers when a new contact created.
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New Opportunity Instant
Triggers when a new opportunity is created.
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New Project Instant
Triggers when a new project is created.
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New Task Instant
Triggers when a new task is created.
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Project Updated Instant
Triggers when a project is updated.
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Task Updated Instant
Triggers when a task is updated.
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Updated Opportunity
Triggers when a opportunity is updated
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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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Generate Sales Report
Generate Sales Report.
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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 Contact
Create a new contact.
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Create Project
Creates a Project
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Update Contact
Update an exiting contact.
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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.
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Client Contract
Triggers when a new client contract is created.
-
Client Contract Updated
Triggers when a Client Contract is updated
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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.
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Contact Updated Instant
Triggers when a contact is updated
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New Contact Instant
Triggers when a new contact created.
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New Opportunity Instant
Triggers when a new opportunity is created.
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New Project Instant
Triggers when a new project is created.
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New Task Instant
Triggers when a new task is created.
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Project Updated Instant
Triggers when a project is updated.
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Task Updated Instant
Triggers when a task is updated.
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Updated Opportunity
Triggers when a opportunity is updated
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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)
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Generate Sales Report
Generate Sales Report.
-
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)
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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)
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Create Contact
Create a new contact.
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Create Project
Creates a Project
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Update Contact
Update an exiting contact.
How MINDBODY and Capsule CRM Integrations Work
Follow the steps below to start setting up your MINDBODY integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose MINDBODY as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Capsule CRM as the action app from the list.
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Step 3: Authenticate
Connect your Capsule CRM account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from MINDBODY to Capsule CRM & your AI Agent is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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A capsule CRM is a type of customer relationship management software that is designed to be easily integrated into existing business applications. It typically includes features such as contact management, lead tracking, and sales automation, among others. Capsule CRMs are often used by small and medium-sized businesses, as they offer a cost-effective and streamlined solution for managing customer interactions.
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The integration between MINDBODY and Capsule CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between MINDBODY and Capsule CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating MINDBODY with Capsule CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the MINDBODY-Capsule CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by MINDBODY and Capsule CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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