IntegrationsIntegrate QuickBooks + Mindbody with ease
Deliver seamless wellness experiences at scale with powerful QuickBooks + Mindbody integrations on the low-code Tray Platform. Our platform empowers you to stand up custom integrations quickly, without relying on IT. Just drag and drop together QuickBooks, Mindbody, and any other go-to application using our 100% visual builder.
Beyond QuickBooks + Mindbody connectors, our platform lets you unlock your payments and accounting data to flow it wherever you need and save hours of manual work. Our quick, API-level integrations make it easy to maximize productivity and connect any business-critical software. Bi-directionally sync QuickBooks, Mindbody, and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
And why stop with integrations? You can also use the Tray Platform to build dynamic, multi-step Mindbody + Quickbooks automation. Craft and deploy robust automated workflows to boost efficiency, easily scale order fulfillment, and accelerate payments.
AutomationLimitless Mindbody + QuickBooks automation
Launch flexible automation between Mindbody + QuickBooks and any other business-critical software. Streamline internal accounting processes by automatically syncing Mindbody records with QuickBooks to instantly reflect new account onboarding or updates to existing accounts. Update QuickBooks accounts in real time to effortlessly scale your wellness business growth and add new members and benefit plans without adding manual work. Anything is possible with the Tray Platform.
Architect an unlimited number of automated workflows in response to any custom trigger. We offer a full suite of pre-built connectors, data helpers, and custom logic operators so you can craft fully customized automation that fits any of your unique business specifications. Whether you work in HR, finance, e-commerce, sales, marketing, revenue operations, or business operations, you can rely on the Tray Platform to build scalable Mindbody + Quickbooks automation.
Tightly connect Quickbooks, Mindbody, and any of your favorite tools, including your CRM, ERP, marketing automation platform, social networks, analytics tools, project management tools, email, and more.
Use casesOn-demand Mindbody + QuickBooks use cases
Up-level all your accounting processes to create a seamless wellness experience for your customers with advanced QuickBooks + Mindbody automation. Need to accelerate membership renewals by syncing customer data from Mindbody across Quickbooks and your marketing automation platform to trigger renewal reminders? Need to identify more-lucrative upsell opportunities by dynamically segmenting your customer base by length and value of membership? Need to create an end-to-end customer experience platform that automatically syncs data across memberships to payment processing to customer advocacy to ERP, so you can instantly reflect membership tier and payment updates and balance your books without having to bother your clients?
The Tray Platform can automate anything since we connect with any tool, including Salesforce, Fivetran, Magento, HubSpot, Shopify, Zoho CRM, WooCommerce, Jira, Zendesk, and more. Plus, no matter what kind of sophisticated automation you build, your workflows will always scale with your changing data needs thanks to our elastic, serverless architecture.
Our platform combines ease of use with power. You can stand up powerful integrations quickly. You can also manage heavy-duty data jobs pushing billions of events daily. And your financial data is safe with us. We’re SOC 2 Type 2-certified, and compliant with key data privacy regulations such as HIPAA, CCPA, and GDPR.
