Integrating Wealthbox CRM with MINDBODY by AI Agents and Assistants

Triggers when a new comment is created.

Triggers when a new contact is created.

Triggers when a new event is created.

Triggers when a new note is created.

Triggers when a new opportunity is created.

Triggers when a new project is created.

Triggers when a new workflow is created.

Triggers when a new staff appointment created

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 booking 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. (min 4 api calls + api calls depending upon count of purchased items)

Triggers when a new staff appointment created

Triggers when a staff is updated

Triggers when a new product inventory is updated

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

Adds a new family member to a household.

Creates a new contact.

Creates a new event.

Create a new household

Creates a new note.

Creates a new opportunity.

Creates a new project.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Action when a new appointment created (max 2 api calls per task)

Cancel a existing appointment (max 2 api calls per task)

Creates a new sale (max 3 api calls per task)

Create a new user or updates an existing user (max 3 api calls per task)

Create New User (max 2 api calls per task)

Purchase account credit (max 2 api calls per task)

Creates a new purchase contract (min 2 api calls per task)

Creates a new gift card (max 2 api calls per task)

Remove client from class (max 2 api calls per task)

Remove client from existing class booking (max 2 api calls per task)

Action when an appointment updated (max 2 api calls per task)

Delete an existing sale (max 2 api calls per task)