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Automation Editor
Key Concepts
Account Management
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CRMConnect: Mindbody → HubSpot
CRMConnect: DonorPerfect → HubSpot
CRMConnect: DonorPerfect → ActiveCampaign
MailConnect: DonorPerfect → Mailchimp
ShopConnect
ShopConnect Settings
Sync Products
Manually sync Mindbody services/pricing options to Shopify
How to tag products in Shopify to prevent sync during sales sent to Mindbody
Retrying orders from Shopify → Mindbody
Manually pushing Mindbody orders to Shopify
Mindbody Pricing Discontinuation: Integration with Shopify
Guide to manually syncing Mindbody Packages with Shopify Products
Features that are not supported in ShopConnect
Automation Alert Reports
Linked Accounts
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New features in version 4
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MINDBODY
Zoom
ZoomConnect Mindbody Appointments - Setup and requirements
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Assembly Editor
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Account Management
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APIANT Inline
Supported functionality
Embed Inline
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Automation Editor
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Building Automations
Editor functionality

Copy-paste a single item

2min

To copy-paste a single item, click the item and choose the copy option:

Document image


Then click the plus icon where you want to paste the item and choose the paste option:

Document image


NOTE: you can paste an item in different automation diagrams!

Just close the current diagram after copying an item, edit another automation, then paste the item where you want!

To copy-paste multiple items at once, see Copy-paste multiple items

To copy-paste to other browser sessions/tabs, see Copy-paste via clipboard

Updated 11 Aug 2023
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