DocuSign and Mindbody integration + automation

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

DocuSign and Mindbody Connector Details

DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template
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Mindbody

Mindbody

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
List class visitsList classesAdd appointmentAdd client to classList clientsAdd client to enrollmentCreate clientList client servicesList locationsList session typesRaw HTTP Request (Advanced)Remove client from class
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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