The dashboard is the first screen displayed when the automation editor loads.  The dashboard lets you manage all your automations.

Learn how to efficiently organize your automations using the dashboard in the automation editor. Streamline your workflow and maximize productivity with this user-friendly feature. Start managing your automations easily today.

Determining when a polling automation will execute

Filter by folder

Searching the list

Sorting the list

Unlinking deployed automations

Automation list

Add a folder

Delete a folder

Determining an automation's folder

Find a folder

Move automation to a folder

Rename a folder

Folders

Group actions

Importing an automation

Dashboard

Alert email options

Concurrency

Disabling data storage

Disabling logging

Managing stored data

Latch groups

Manually execute an automation

Resetting an automation

Turn off upon any error

Processing menu

Copy an automation

Delete an automation

Deploying automations

Determine if an automation is referenced

Downloading the automation XML definition

Edit automation notes

Edit execution windows

Edit polling schedule

Export an automation

Get linked template info

Obtain an automation's UUID

Protect an automation

Publish template

Publish template to production

Renaming an automation

Share an automation

Tagging an automation

Versioning

Comparing Versions

View an automation's created and last edited dates

Manage menu

Gear Menu

Drilling into execution history

Retrying multiple errors

Searching execution history

Execution history

Obtain a link to a processed data row

Retrying a single errored data row

Retrying multiple errored data rows

Data row history

Obtaining a step number in graphical history

Searching for actions in graphical history

Viewing item details in history

Viewing input/output

Graphical history view

Processing History

Halting execution

Manual execution

Notify when done

Execution management

Managing Automations

APIANT

Explore our documentation

Contact APIANT support

What is APIANT?

Key Concepts

Change password

Close account

Configure your timezone

Forgot password

Linked Accounts

Manage account data

Sign out

Switch subscription plan

Update credit card

Update personal information

Upload a logo

View subscription usage

Account Management

Adding an app connection

Disconnecting an app account

Editing connection notes

Finding a connected app

Listing automations using connection

Rate limits

Reconnecting an account

Viewing connection info

Sharing connections with linked child accounts

Viewing shared connections

App Connections

Your first automation

Editor functionality

Trigger functionality

Action functionality

Data Transforms

Forms Overview

Moderation Queues

Rate Limits

Snoozing automations

Subroutines

System Utilities

Two-way sync

Datafiles

Default automation settings

AI chatbots

Tips and Tricks

Building Automations

Alert Mappings

Automation Alert Reports

Troubleshooting

Automation Editor

Feature requests

CalendarConnect: Calendly → Mindbody

CRMConnect: Mindbody → HubSpot

CRMConnect: Mindbody and ActiveCampaign Integration - How to Add or Update a MINDBODY Client from ActiveCampaign

CRMConnect: Mindbody and ActiveCampaign Integration - Introducing Next Class & Appointment Updates

CRMConnect: Mindbody → ActiveCampaign

Version 1.30 Enhancements

Version 1.29 Enhancements

Version 1.26 Enhancements

CRMConnect: Cliniko → HubSpot

 Push ActiveCampaign Contacts ➜ Cliniko Patients

CRMConnect: Cliniko → ActiveCampaign

CRMConnect: DonorPerfect → HubSpot

CRMConnect: DonorPerfect → ActiveCampaign

MailConnect: DonorPerfect → Mailchimp

ShopConnect Release Information

Shopify Collaborator Access

ShopConnect Settings

Managing Retail Product Variants and Sync Behavior in ShopConnect

Sync Products

How to tag products in Shopify to prevent sync during sales sent to Mindbody

Refreshing Product sync list when using the setting 'Fetch products Sellable Online Only'

Using the 'Create New Products in Shopify' Setting

Guide to manually syncing Inventory with Mindbody Products with Shopify Products

Update Price for Mindbody Services from Shopify

Syncing Mindbody Services with Shopify: Auto Sync and Manual Setup Options

Understanding Triggers and Settings for Product and Pricing Option Updates in ShopConnect

How to Enable Shopify Refund Notifications with Mindbody Contact Logs

Retrying orders from Shopify → Mindbody

Post Shopify Sales with Services to the Mindbody Online Store

Guide to manually syncing Mindbody Packages with Shopify Products

Managing the Sending of the Mindbody Password Reset Email

Enhanced Mindbody Sales Processing with Tax Handling Improvements

Mapping the Mindbody Client Home Location to a Shopify Customer Meta Field

Handling Customer Data Between Shopify and Mindbody

Comprehensive Guide on Handling Orders Without Customer Data Sync in ShopConnect and Mindbody Integration

Integrating Mindbody Gift Cards with Shopify Using ShopConnect

Features that are not supported in ShopConnect

ShopConnect Error Alert Reporting

ShopConnect: Shopify → Mindbody

01 - New client (instant) In Mindbody → _zapier

01B - Updated client (instant) In Mindbody → _zapier

01C - Deactivated client (instant) In Mindbody → _zapier

01D - Updated client (fetch) In Mindbody → _zapier

02 - New class booking (instant) In Mindbody → _zapier

02B - Updated Class Booking (Instant) - Mindbody → Zapier

02C - Cancelled Class Booking (Instant) - Mindbody → Zapier

03 - New appointment booking (instant) In Mindbody → _zapier

03B - Update appointment booking (instant) In Mindbody → _zapier

03C - Cancelled appointment booking (instant) In Mindbody → _zapier

04 - New sale (instant) In Mindbody → _zapier

04B - New sale line item (instant) In Mindbody → _zapier

04C - New sale itemized payment (instant) In Mindbody → _zapier

05 - New client contract (instant) In Mindbody → _zapier

05C - Cancelled client contract (instant) In Mindbody → _zapier

06 - New Membership (Instant) - Mindbody → Zapier

06B - Cancelled membership (instant) In Mindbody → _zapier

07 - New class schedule (instant) In Mindbody → _zapier

07B - Class updated (instant) In Mindbody → _zapier

07C - Updated class schedule (instant) In Mindbody → _zapier

07D - Cancelled class schedule (instant) In Mindbody → _zapier

08 - New location (instant) In Mindbody → _zapier

08B - Updated location (instant) In Mindbody → _zapier

08C - Deactivated location (instant) In Mindbody → _zapier

09 - _zapier  → Mindbody client (instant)

AppConnect Prebuilt Connectors

AppConnect

New features in version 4

Email & SMS

Reference Table

Settings

Billing by Bookings

Participant reports

Shared Zoom meetings

General

Email Delivery Report

SMS text messages

ClassPass Support (version 3.03)

Email Customization - Simple

Email Customization - Detailed

Email Customization - Version 3

Emailing recording links

ZoomConnect