Integrating MINDBODY with Xero by AI Agents and Assistants

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

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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 Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Integrations for Xero
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Connect MINDBODY + Xero in easier way

It's easy to connect MINDBODY + Xero 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

  • 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 Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New purchase order

    Triggered when a purchase order is created.

  • Updated Contact

    Triggered when you update an exiting contact.

  • Updated Quote

    Triggered when an exiting quote is updated.

  • Updated Sales Invoice

    Triggered when you update an exiting sales invoice. (Accounts Receivable)

  • Updated purchase order

    Triggered when an exiting purchase order 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 Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How MINDBODY & Xero 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 Xero 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 Xero.

    (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 July 21, 2024, 12:43 pm
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