Client & Membership Sync
Clients, memberships, visits and sales flow from Mindbody into Creatio in near real time through Mindbody webhooks, with scheduled syncs as a backstop, with custom sections and fields mapped to your org.
Built for fitness studios, gyms, wellness centers and training facilities running Mindbody with Creatio — single or multi-location, with optional payment reconciliation and revenue posting to QuickBooks Online, QuickBooks Desktop or Sage Intacct.
Standard mappings cover the client lifecycle from first sign-up through payments and revenue. Every mapping is configurable to your Creatio fields and custom sections.
| Mindbody Object | Direction | Creatio Object | Notes |
|---|---|---|---|
| Client | → To Creatio | Contact / Account | Clients matched and deduplicated; one CRM record per person |
| Contract / membership | → To Creatio | Membership (custom section) | Membership type, status, start, renewal and cancellation dates |
| Class and appointment visits | → To Creatio | Visit history (custom section) | Attendance and engagement history for retention programs |
| Sale — packages, class passes, retail | → To Creatio | Sale (custom section) | Purchases with line items for lifetime-value reporting |
| Payment | → To Creatio | Payment (custom section) | Payments and refunds linked to the client and sale |
| Site / location | → To Creatio | Location field or custom section | Multi-location reporting and routing |
| Sales revenue | → To accounting | QuickBooks / Sage journal entry | Revenue posted by location and revenue category |
| New client (optional) | ← To Mindbody | Creatio Lead / Contact | Converted leads can create the client in Mindbody through the Public API |
Clients, memberships, visits and sales flow from Mindbody into Creatio in near real time through Mindbody webhooks, with scheduled syncs as a backstop, with custom sections and fields mapped to your org.
Records are matched and deduplicated before they are created, so each person has one record across locations, memberships and purchases.
Payments and refunds are linked to the right client, and processor deposits can be reconciled before revenue posts to accounting.
Optional revenue posting to QuickBooks Online, QuickBooks Desktop or Sage Intacct by location and revenue category.
Transaction-level logging for every sync, error queues with automated retries and alerts when a record needs attention.
TLS encryption, role-based access and audit logs — with mappings, rules and schedules configured to your Creatio org, not hard-coded.
Academies and training organizations use
“I couldn’t imagine how we’d be able to handle the workload without
See the full registration-to-revenue model — CRM, payments, reconciliation and accounting.
Payment processors supported for payment application, settlement reconciliation and refunds.
Pre-configured Mindbody → Creatio integration with household matching and monitoring. Add payment reconciliation, accounting posting and multi-location orchestration on the same platform.
Standard mappings cover client, membership, visits, sales, payment / refund, location. Revenue can optionally post to QuickBooks or Sage. Every mapping is configurable to your Creatio fields and custom sections.
Clients are matched on email, phone and other configurable rules before records are created, so each person has a single Creatio record with their memberships, visits and purchases linked to it.
Near real time. Mindbody webhooks notify
Optionally. The Mindbody Public API supports creating and updating clients, so leads converted in Creatio can create the client in Mindbody. Any other write-back is scoped during solution design.
No. Staff and clients keep using Mindbody exactly as they do today.
Yes. Mindbody revenue can post to QuickBooks Online, QuickBooks Desktop or Sage Intacct as journal entries by location and revenue category, with payments reconciled against processor deposits.
Yes. Many organizations run leagues, camps and teams in LeagueApps and classes or memberships in Mindbody.
Creatio + Mindbody integration starts with the Native Series from $450 per month, with the Orchestrator Series available as you add payments, accounting and multi-location automation. Implementation is a one-time fee scoped to your deployment.
Prebuilt connectors between your CRM, ERP, accounting and payment applications.