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04 - New sale (instant) In Mindbody → _zapier

Sends one message per sale in Mindbody with the client, transaction totals and payment details. Reliable for single-item transactions only — multi-item sales may not come through at all, so use 04B instead.

#mindbody#zapier#triggers#actions#account#messaging#appconnect

What this automation sends

One message per sale. When a client completes a purchase in Mindbody, you receive a single message with the client, the sale and the total amount paid.

If your clients buy more than one item in a single transaction, use 04B — New Sale Line Item instead.

On a multi-item sale, 04 sends a message that the receiving app cannot read, and the sale may not come through at all — with no error shown anywhere, on your side or ours. Your Zap simply never runs for that sale.

04 is reliable for transactions containing a single item. 04B sends one message per item and is not affected, so it handles single-item and multi-item transactions alike. If you are not sure which applies to your business, choose 04B.

What it also does not do: it does not break the sale down item by item. Even where a multi-item message does arrive, it is one message for the whole transaction, not one per item.

04, 04B and 04C all react to the same Mindbody event. See Choosing your sale automation before turning on more than one.

Payload Structure

Root Object

  • eventId (string) – Identifies the event type (clientSale.created).
  • eventInstanceOrigin (string) – Source identifier for the event.
  • eventInstanceOriginationDateTime (string, ISO 8601) – Timestamp when the sale occurred.
  • eventSchemaVersion (integer) – Version of the event schema.
  • messageId (string) – Unique identifier for the message.

Client Details

  • clientId (string) – Internal Mindbody client ID.
  • clientFirstName (string) – Client’s first name.
  • clientLastName (string) – Client’s last name.
  • clientEmail (string) – Client’s email address.
  • clientPhone (string) – Client’s phone number.
  • clientAddressLine1 (string) – Client’s street address.
  • clientCity (string) – Client’s city.
  • clientState (string) – Client’s state.
  • clientPostalCode (string) – Client’s postal code.
  • clientCountry (string) – Client’s country.
  • clientBirthDate (string, ISO 8601) – Client’s date of birth.
  • clientGender (string) – Client’s gender.
  • clientStatus (string) – Client’s status.
  • clientAccountBalance (string) – Client’s current account balance.
  • clientHomeLocationId (string) – ID of the client’s home location.
  • clientSalesRepFirstName (string) – First name of the assigned sales representative.
  • clientSalesRepLastName (string) – Last name of the assigned sales representative.
  • clientSalesRepId (string) – ID of the assigned sales representative.
  • clientNotes (string) – Any notes associated with the client.

Sale Details

  • locationName (string) – Name of the location where the sale occurred.
  • appointmentIds (string) – IDs of any associated appointments (if applicable).
  • classIds (string) – IDs of any associated classes (if applicable).
  • locationId (integer) – ID of the location where the sale was made.
  • purchasingClientId (string) – ID of the purchasing client.
  • saleDateTime (string, ISO 8601) – Date and time when the sale occurred.
  • saleId (integer) – Unique identifier for the sale.
  • siteId (integer) – ID of the Mindbody site.
  • soldById (integer) – ID of the staff member who processed the sale.
  • soldByName (string) – Name of the staff member who processed the sale.
  • totalAmountPaid (float) – Total amount paid for the transaction.

Item Details

  • item_amountDiscounted (float) – Discount applied to the item.
  • item_amountPaid (float) – Amount paid for the item.
  • item_giftCardBarcodeId (string) – Gift card barcode ID (if applicable).
  • item_itemId (integer) – ID of the purchased item.
  • item_name (string) – Name of the purchased item.
  • item_paymentReferenceId (integer) – Payment reference ID associated with the item.
  • item_quantity (integer) – Quantity of the item purchased.
  • item_recipientClientId (string) – Client ID of the item recipient.
  • item_type (string) – Type of item (Service, Product, etc.).

Payment Details

  • payment_paymentAmountPaid (float) – Amount paid using this payment method.
  • payment_paymentGiftCardBarcodeId (string) – Gift card barcode ID used for payment (if applicable).
  • payment_paymentId (integer) – Unique identifier for the payment.
  • payment_paymentLastFour (string) – Last four digits of the card used (if applicable).
  • payment_paymentMethodId (integer) – ID of the payment method used.
  • payment_paymentMethodName (string) – Name of the payment method (Cash, Credit Card, etc.).
  • payment_paymentNotes (string) – Notes associated with the payment.

Summary

This event ensures that new sales transactions in Mindbody are instantly updated in Zapier-powered workflows, allowing businesses to automate tracking, reporting, and customer engagement efficiently.


v1.4 Field Reference

Version: 1.4 | Status: Fixed | Total fields: 47

What's New in v1.4

  • Client Enrichment (19 fields): clientId, clientFirstName, clientLastName, clientEmail, clientPhone, clientUniqueId, clientAddressLine1, clientCity, clientState, clientPostalCode, clientCountry, clientBirthDate, clientGender, clientRedAlert, clientStatus, clientAccountBalance, clientHomeLocationId, homeStudioName, clientSalesRepFirstName, clientSalesRepLastName, clientSalesRepId, clientNotes, clientYellowAlert, clientFirstClassDate, clientWorkExtension
  • Location (1 field): locationName
  • Client-prefixed naming. All client fields are enrichment (sale trigger only has purchasingClientId)
  • Metadata from trigger

Complete Field List

FieldStatusDescription
appointmentIdsUnchanged
classIdsUnchanged
locationIdUnchanged
purchasingClientIdUnchanged
saleDateTimeUnchanged
saleIdUnchanged
siteIdUnchanged
soldByIdUnchanged
soldByNameUnchanged
totalAmountPaidUnchanged
item_amountDiscountedUnchanged
item_amountPaidUnchanged
item_giftCardBarcodeIdUnchanged
item_itemIdUnchanged
item_nameUnchanged
item_paymentReferenceIdUnchanged
item_quantityUnchanged
item_recipientClientIdUnchanged
item_typeUnchanged
payment_paymentAmountPaidUnchanged
payment_paymentGiftCardBarcodeIdUnchanged
payment_paymentIdUnchanged
payment_paymentLastFourUnchanged
payment_paymentMethodIdUnchanged
payment_paymentMethodNameUnchanged
payment_paymentNotesUnchanged
clientId✅ NewAdded in v1.4 client enrichment
clientFirstName✅ NewAdded in v1.4 client enrichment
clientLastName✅ NewAdded in v1.4 client enrichment
clientEmail✅ NewAdded in v1.4 client enrichment
clientPhone✅ NewAdded in v1.4 client enrichment
clientUniqueId✅ NewAdded in v1.4 client enrichment
clientAddressLine1✅ NewAdded in v1.4 client enrichment
clientCity✅ NewAdded in v1.4 client enrichment
clientState✅ NewAdded in v1.4 client enrichment
clientPostalCode✅ NewAdded in v1.4 client enrichment
clientCountry✅ NewAdded in v1.4 client enrichment
clientBirthDate✅ NewAdded in v1.4 client enrichment
clientGender✅ NewAdded in v1.4 client enrichment
clientRedAlert✅ NewAdded in v1.4 client enrichment
clientStatus✅ NewAdded in v1.4 client enrichment
clientAccountBalance✅ NewAdded in v1.4 client enrichment
clientHomeLocationId✅ NewAdded in v1.4 client enrichment
homeStudioName✅ NewAdded in v1.4 client enrichment
clientSalesRepFirstName✅ NewAdded in v1.4 client enrichment
clientSalesRepLastName✅ NewAdded in v1.4 client enrichment
clientSalesRepId✅ NewAdded in v1.4 client enrichment
clientNotes✅ NewAdded in v1.4 client enrichment
clientYellowAlert✅ NewAdded in v1.4 client enrichment
clientFirstClassDate✅ NewAdded in v1.4 client enrichment
clientWorkExtension✅ NewAdded in v1.4 client enrichment
locationName✅ NewAdded in v1.4 location enrichment

Related docs

Last updated October 6, 2026