PortaBilling and Mindbody integration + automation

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

PortaBilling and Mindbody Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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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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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

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