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Wealthbox CRM + MINDBODY Integrations

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

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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
Connect Wealthbox CRM + MINDBODY in easier way

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • 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

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

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

  • Add Appointment

    Action when a new appointment created

  • Create Sale

    Creates a new sale.

  • Create User

    Create New User

How Wealthbox CRM & MINDBODY Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select MINDBODY as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate MINDBODY with Appy Pie Connect.

    (2 minutes)

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