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Salesforce

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Microsoft Dynamics 365

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QuickBooks Online

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Sage Intacct

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Xero

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Virtuous CRM

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Agile CRM

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Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

InvestCloud

Returns a list of visits for a specified class.

List class visits

List classes

Add appointment

Adds a client to a class or to a class waiting list.

Add client to class

List clients

Add client to enrollment

Create a new client record at the specified business.

Create client

Gets the purchased services for a specific client.

List client services

List locations

List session types

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP Request (Advanced)

Remove client from class

Send password reset email

Update the information for a specific appointment. Note that you can only update the appointment’s Start date time, End date time, Staff ID, Notes, and Session type ID.

Update appointment

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Low-code Mindbody integrations

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Powerful Mindbody automation

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Heavy-duty Mindbody use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Mindbody

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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Similar connectors to InvestCloud and Mindbody

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InvestCloud and Mindbody integrations couldn’t be easier with the Tray platform’s robust InvestCloud and Mindbody connector, which connects any services without the need for separate integration tools.

InvestCloud and Mindbody integrations couldn’t be easier with the Tray platform’s robust InvestCloud and Mindbody connectors, which can connect to any service without the need for separate integration tools.

Integrate InvestCloud and Mindbody with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to InvestCloud and Mindbody and any other API, database, webhook, and more.

InvestCloud and Mindbody integration + automation

InvestCloud and Mindbody Connector Details

Popular InvestCloud and Mindbody integrations

InvestCloud and Mindbody templates