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

Sends one message per payment method used in a Mindbody sale. A split cash-and-card payment sends two messages. Use it when you need to know how the client paid.

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

What this automation sends

One message per payment method used. If a client pays part in cash and part by card, you receive two messages, one for each payment.

Use this when you need to know how the client paid.

What it does not do: it does not break the sale down by item. For that, use 04B — New Sale Line 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 was recorded.
  • 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 or null) – Client’s street address.
  • clientCity (string or null) – Client’s city.
  • clientState (string) – Client’s state.
  • clientPostalCode (string or null) – Client’s postal code.
  • clientCountry (string) – Client’s country.
  • clientBirthDate (string or null, ISO 8601) – Client’s date of birth.
  • clientGender (string) – Client’s gender.
  • clientStatus (string) – Client’s status (Non-Member, Member, etc.).
  • clientAccountBalance (string) – Client’s current account balance.
  • clientHomeLocationId (string or null) – 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 or null) – Any notes associated with the client.

Sale Details

  • locationName (string) – Name of the location where the sale was recorded.
  • locationId (integer) – ID of the location where the sale was made.
  • appointmentIds (string) – IDs of any associated appointments (if applicable).
  • classIds (string) – IDs of any associated classes (if applicable).
  • purchasingClientId (string) – ID of the purchasing client.
  • saleDateTime (string, ISO 8601) – Date and time when the sale was recorded.
  • saleId (string) – Unique identifier for the sale.
  • siteId (string) – ID of the Mindbody site.
  • soldById (string) – 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 (If Available)

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

Payment Details (If Available)

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