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GuidePlatform

Adding an app connection

Learn how to connect apps to your account with this comprehensive document. Discover the most common method through building automations in the editor and let the system guide you in creating a new connection for an app. Alternatively, use the Connections

#automation#account
GuidePlatform

Account Management

Discover the key features and capabilities of account management in this informative document. Learn how to effectively manage your accounts and maximize their potential.

#automation#account#getting-started
GuidePlatform

Account Management

Learn about the identical account management system in the Assembly Editor and the Automation Editor. Find detailed information in the document with the ID zOb21gM-iPM7R3--8rUhS.

#automation#assembly#account#getting-started
GuidePlatform

Embed Inline

Learn how to effortlessly embed and utilize the ingenious Inline feature on any web page with the help of this comprehensive code tutorial. Discover step-by-step instructions for creating an account, installing templates, and efficiently managing automati

#api#automation#account#messaging
GuidePlatform

Automation Templates

Discover how automation templates can simplify and streamline your development process. Learn how to leverage these handy tools to maintain a centralized automation logic that can be easily shared across multiple accounts. Say goodbye to the hassle of cre

#automation#account#deployment#builders
GuidePlatform

Test Account Selection

Learn how to conveniently test an assembly in an app with multiple connected service accounts by selecting different accounts from a dropdown selection list. Easily edit triggers, actions, and subassemblies and execute them in the editor for efficient app

#api#assembly#triggers#actions#account
GuidePlatform

Batch Jobs

Learn how to effectively use Batch Jobs to schedule and execute assemblies automatically. Discover the three different types of Batch Job modules - Cron, Daily, and Hourly - and how to activate and manage them. Keep track of the number of times your Batch

#assembly#account#modules
GuidePlatform

Catalog

This document provides a comprehensive overview of the assembly editor's catalog, highlighting its various features and functionalities. Discover how this catalog encompasses a wide range of modules, assemblies, and subassemblies, both public and private.

#assembly#account#modules
GuidePlatform

Automation Alert Reports

Learn how to configure automation alert reports in APIANT and customize the delivery frequency and recipients. Find out how to avoid overwhelming email notifications by adjusting settings.

#api#automation#troubleshooting#account#messaging
GuidePlatform

Change password

Learn how to change your password easily and securely on our platform. Follow simple steps by accessing the Manage account option in the account menu, located conveniently at the top right corner. Click on the Change Password link, enter your current, new

#automation#account#getting-started
GuideAPI Apps

Determining your locations

Learn how to calculate the total number of Mindbody locations that will affect your costs with our step-by-step guide. Find out how to check the Business Information settings and add up all the locations from the connected Site IDs. Discover why all locat

#mindbody#zoom#account#zoomconnect
GuidePlatform

Connecting app accounts

A form app can perform the workflow to connect an app account, same as is done in the automation editor's "Connections" screen [**Adding an app connection**]()

#automation#actions#forms#account
GuidePlatform

Default Rate Limit

The system can optionally enforce connection-level rate limits for making API calls

#api#assembly#actions#account#modules
GuidePlatform

Alert email options

Learn how to manage email alerts for timeouts and processing errors in our system. Discover how to disable and enable these alerts based on your preferences with a few simple clicks in the menu. Stay on top of your system's performance and troubleshooting

#automation#account#messaging
GuideAPI Apps

Automation Alert Reports

Learn how to configure automation alert reports in your APIANT account. Customize the frequency of reports and avoid email overload by following our guidelines. You can even send reports to multiple email addresses. Find out how in this helpful document.

#mindbody#zoom#api#automation#account#messaging#zoomconnect
ChangelogAPI Apps

ClassPass Support (version 3.03)

Learn how to enable the "add Classpass client" option in ZoomConnect version 3.03 with this helpful document. Discover how to seamlessly integrate Classpass attendees into your Mindbody class by following step-by-step instructions. Copy and paste the Zoom

#mindbody#zoom#automation#account#messaging#zoomconnect
GuideAPI Apps

Automation Alert Reports

Learn how to set up automation alert reports in your APIANT account with this informative document. These reports keep you informed about any possible issues with your automations and offer direct links to retry specific errors. By default, you'll receive

#mindbody#shopify#api#automation#account#messaging#shopconnect
GuideAPI Apps

Adding a Licensed User

Learn how to connect multiple Zoom accounts to the ZoomConnect integration by following these simple steps. Add the accounts as licensed users in Zoom, accept the invitations sent by Zoom, and ensure enough host licenses are available. Easily assign the l

#zoom#actions#account#messaging#zoomconnect
GuidePlatform

Assembly editor settings

Learn about the different settings available in the assembly editor menu, including scroll speed, snap drag, and service account field display. Discover debugging options such as reporting execution errors, module execution timing, debugging nested module

#automation#assembly#triggers#actions#troubleshooting#account#modules
GuidePlatform

Disconnecting an app account

Learn how to disconnect an app account and avoid any disruption in live automations. Simply click the trash icon and confirm the disconnect. Keep in mind that by doing so, your automations will be turned off. If you decide to reconnect the same app connec

#automation#account
GuidePlatform

Close account

Learn how to close your account and cancel your subscription by following these simple steps. Click the Close Account link after opening the Manage account menu option, confirm your password, and then confirm your decision to close your account. Consider

#automation#account#getting-started
GuideAPI Apps

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

For businesses utilizing ShopConnect with Shopify integration, particularly those on plans not supporting customer data sync, managing sales and inventory efficiently is crucial

#mindbody#shopify#automation#sync#account#messaging#shopconnect
GuidePlatform

Deploying templates

Learn how to effortlessly browse and deploy templates into your account with just one click. Our document also provides valuable insights on how support staff can manually deploy templates to multiple user accounts. Discover essential tips and tricks for

#automation#account#deployment#builders
GuideAPI Apps

Billing by Bookings

Learn about the new account usage measuring method in ZoomConnect version 4, which now counts client bookings instead of API calls. This change provides users with a clearer understanding of their usage and helps plan integration costs. Find out how to vi

#zoom#api#automation#account#zoomconnect
GuideAPI Apps

Manage MBO Rooms with multiple Zoom accounts

Learn how to troubleshoot and resolve issues when assigning a Mindbody room to a class with this helpful document. Follow Option 1 to temporarily assign a new room, remove it, and then attempt to assign the original room again. If that doesn't work, Optio

#mindbody#zoom#troubleshooting#account#zoomconnect
GuidePlatform

Alert Mappings

Learn how to utilize the system's alert mapping functionality to generate informative alert messages in email reports. Discover the three levels at which alert mappings can be defined: trigger/action level, automation level, and system level. Explore how

#api#automation#triggers#actions#account#messaging
GuidePlatform

Supported functionality

Learn how to install and configure automation templates with APIANT Inline. This document explains how to access the UI, theme it, and fetch active and inactive automations. Discover how to turn automations on and off without accessing the automation edit

#webhooks#api#automation#account
GuidePlatform

Form Templates

Learn how to effectively use templates in a design editor with this comprehensive document. Discover how to save and reuse templates, view available options, and replace current designs. Additionally, find out how to save your own form template designs an

#automation#forms#account#builders
GuidePlatform

Execution history

Learn about the importance of automation execution history and its retention in this informative document. Discover how the number of processed, filtered, and errored data rows are recorded and stored, along with billing units for subscription plans. Expl

#automation#assembly#actions#account
API ReferencePlatform

API Credentials Management

Learn how to manage API credentials in the Keyvault system. This document explains how the root admin account's Keyvault contains all necessary API credentials for publicly used apps. Discover how to access and manipulate Keyvault items through the Admin

#api#assembly#account#modules
GuidePlatform

App Assemblies

Learn how to effectively use app assemblies in the APIANT catalog for seamless app integrations. This document delves into the various methods for obtaining and validating user credentials in order to make API calls on behalf of trigger and action assembl

#api#assembly#triggers#actions#account#modules
GuidePlatform

Editing connection notes

Learn how to edit and save connection notes effectively with this comprehensive document. Find step-by-step instructions and insightful screenshots to guide you. Discover important precautions including why storing sensitive information in these notes, wh

#automation#account
GuideAPI Apps

AppConnect

No-code integration platform connecting Mindbody to 5,000+ apps via Zapier with 27 prebuilt connectors, real-time webhooks, enriched data payloads, and multi-location support.

#mindbody#zapier#webhooks#api#automation#triggers#account#appconnect
GuideAPI Apps

Linked Accounts

Learn how to easily manage multiple APIANT accounts in Mindbody locations using ZoomConnect. With one master parent account and multiple linked child accounts, you can seamlessly switch between them by selecting the desired account in the Switch menu. Exp

#mindbody#zoom#automation#account#zoomconnect
GuideAPI Apps

Manual updates and bookings

Learn how to manually create or update a Zoom meeting and register clients with our automation called "**KEEP TURNED OFF - Manually select MBO class to create and/or register clients in Zoom**". Our video tutorial will guide you through the process. If yo

#zoom#automation#troubleshooting#account#messaging#zoomconnect
GuidePlatform

Download subroutine XML

Learn how Assembly Developers can easily access and analyze the XML definition of subroutines in order to troubleshoot field mapping errors. Improve your application development process with this helpful document.

#automation#assembly#subroutines#account
GuidePlatform

Publishing templates

Learn how to easily publish a template automation on both non-development and development systems. Follow the step-by-step instructions in this comprehensive guide, including referring to the designated "templates" account for non-development systems, and

#automation#account#builders
GuidePlatform

App Connections

Learn how to manage your app connections in APIANT's Connections menu. From storing encrypted user information to setting up multiple named connections for each app, APIANT makes it easy to send and receive data securely using APIs. Get started with the d

#api#automation#account
ChangelogAPI Apps

Version 1.30 Enhancements

### Feature Overview

#hubspot#cliniko#sync#crm#account#crmconnect
GuidePlatform

Trigger settings

Learn about trigger settings and their functionality in this informative document. Discover how to access help information for these settings and explore the process of creating a new app connection. Get step-by-step guidance on connecting a new account t

#automation#triggers#account
GuidePlatform

Development Server

Learn how integrators can benefit from having a dedicated development server to safely test and deploy automation templates without affecting production automations. Discover how changes to templates can be efficiently deployed to all linked accounts afte

#automation#account#deployment#builders
GuidePlatform

Configure your timezone

Learn how to update your APIANT account timezone to ensure accurate dates and times for your automations. Follow our simple steps in the Manage Account menu option and select your desired timezone from the dropdown list to make the necessary changes.

#automation#account#getting-started
GuidePlatform

Exporting assemblies and modules

Learn how to export assemblies and modules in a downloadable format from the catalog using the "Export" permission. Find out how to export the currently opened assembly from the File menu. Discover the process of importing the exported file into a system.

#assembly#account#modules
GuidePlatform

Search by action setting

Learn how to search for specific settings in a program's actions with this step-by-step guide. Discover how named settings can be identified and find actions with desired values effortlessly. Explore other search options and further assistance through the

#automation#actions#account
GuidePlatform

Importing assemblies and modules

Learn how to import assembly or module files into a catalog with this informative document. Choose your item type, select the file, and effortlessly import it by right-clicking or using the File menu. Be cautioned about using exports as an archive, as sys

#assembly#account#modules
GuidePlatform

Importing an automation

Learn how to import a previously exported automation file with step-by-step instructions. Choose between Standard Import and Create New options, update existing automations and retain unique identifiers. Ensure all referenced apps, triggers, actions, and

#automation#triggers#actions#account#modules
GuideAPI Apps

Participant reports

Discover how to receive Zoom meeting participant reports in both HTML email and CSV format starting from version 4. Learn how to enable this feature by setting the "Meeting participant report" setting in the ZoomConnect General settings to either "basic"

#zoom#account#messaging#zoomconnect
GuidePlatform

Forgot password

Learn how to reset your password and regain access to your account. Request a password reset link by signing in with your email address and a temporary password. Once you click the button, the reset link will be sent to your email. Don't forget to change

#automation#account#messaging#getting-started
GuidePlatform

Deploying automations

Learn how to efficiently deploy automations to multiple accounts in a system. Users with "Deploy Automations" permission can effortlessly copy automations to other accounts. One automation can be easily deployed through the gear menu's Deploy option, whil

#automation#account#deployment
GuideAPI Apps

Manually refresh classes

Learn how to force a refresh of your automations in Zoom meetings to ensure accurate and up-to-date information. This guide explains when and why a refresh may be necessary, how to initiate the refresh, and how to verify its success. If you require any as

#mindbody#zoom#automation#troubleshooting#account#zoomconnect
GuidePlatform

Assembly development cycle

This document outlines a system that facilitates the development cycle for assemblies. With the "Assembly Reviewer" permission, developers can submit their work for review and receive valuable feedback from reviewers. Through comments and review request e

#assembly#account#messaging#modules
GuideAPI Apps

Finding Zoom meetings

Learn how to locate your Zoom meetings efficiently when managing multiple Zoom accounts connected to your ZoomConnect integration. This guide outlines the process of creating meetings within the respective Zoom accounts according to integration settings.

#zoom#account#messaging#zoomconnect
ChangelogAPI Apps

Email Customization - Version 3

Learn how to customize emails sent through ZoomConnect version 3.03 and 3.5. Access the "ZoomConnect Settings" in your account to edit the email content. Save your changes instantly with a simple click on the "Update" button. Please note that these custom

#zoom#account#messaging#zoomconnect
GuidePlatform

Settings annotations

Learn how to deploy and configure templates in your user account with this comprehensive document. Discover how templates guide you through the app account connection and automation configuration process. Control the settings that require configuration du

#automation#triggers#actions#account#deployment#builders
GuidePlatform

Datafiles

Discover how automations can efficiently capture and store information in datafiles for seamless integration with other tools. Our document outlines the initial functionality, such as generating daily CSV files with the option to append data. You can conv

#automation#actions#account
GuideAPI Apps

Features that are not supported in ShopConnect

Learn about the limitations and differences in gift card synchronization between Shopify and Mindbody platforms in this informative document. Discover how refunds are handled, the recommendation for replicating Mindbody packages in Shopify, and the availa

#mindbody#shopify#actions#sync#account#shopconnect
GuidePlatform

Unlinking deployed automations

Learn about the concept of linked automations in this document. Discover how they can be deployed to accounts and how they can be updated if the parent automation is redeployed. Find out how to unlink an automation to prevent future updates and make it a

#automation#account#deployment
GuideAPI Apps

Multiple Zoom Accounts

Learn how to assign the Schedule Privilege option on your Zoom accounts and easily manage all of your meetings. Follow the step-by-step guide provided by Zoom to display meetings for all accounts in the Zoom Desktop App. Seamlessly switch between accounts

#zoom#account#zoomconnect
GuidePlatform

Linked Accounts

Learn the benefits of using separate APIANT accounts for each group within a business and how to configure linked child accounts with the help of the support team. Easily access and manage automations and data for each linked child account through the Swi

#automation#account#getting-started
GuidePlatform

Service Accounts

Learn about how the assembly editor uses the term "service account" and how users can create and manage multiple service accounts with unique names. Discover how these accounts are associated with necessary API credentials and how certain modules in the A

#api#assembly#triggers#actions#troubleshooting#account#modules
GuideAPI Apps

Email Delivery Report

Looking for a reliable email delivery report? Check out the ZoomConnect email delivery report, available from version 3. Although not a live reporting tool, it provides valuable information on email delivery and opening, with delivery status definitions s

#zoom#account#messaging#zoomconnect
GuidePlatform

Default automation settings

Learn how to configure default settings for new automations in just a few simple steps. Access the Settings options in the account menu to effortlessly set up your preferences, ensuring that all newly created automations adhere to your specific requiremen

#automation#account
GuidePlatform

Shared App Connections

Learn how to share a single app connection among multiple user accounts for efficient workflow automation. Discover the benefits of using a setup account to create shared connections, enabling seamless access and usage by all accounts in the system. Enhan

#automation#triggers#actions#account#builders
ChangelogAPI Apps

New features in version 4

Learn about the new features in ZoomConnect v4, such as multi-site awareness, customizable emails, SMS text messaging, client monitoring in Mindbody, Zoom meeting options, Mindbody client BOTs, shareable client features, email delivery reports, and a subs

#mindbody#zoom#automation#account#messaging#zoomconnect
GuideAPI Apps

Shared Zoom meetings

Learn about the technical requirements for hosting seamless Zoom meetings across multiple Mindbody sites. Ensure consistent instructors, separate Zoom licenses for each overlapping class, cohesive virtual rooms, and matching time zones for automated syste

#mindbody#zoom#automation#account#messaging#zoomconnect
GuidePlatform

Latch groups

Learn how latch groups can enhance synchronization in your automation process. Discover how parent automations can wait for multiple child automations to finish before proceeding, by using the "execute automation" and "wait for latched automation" actions

#automation#actions#sync#account
GuidePlatform

Protocol Thread Triggers

Learn how to use Protocol Threads with this informative document. Discover the two variations, Unary Protocol Threads and Per-Trigger Protocol Threads, and how they continuously run on the server. Find out how to create freeform threads or webhook listene

#webhooks#api#automation#assembly#triggers#forms#account#modules
GuidePlatform

Search by field mappings (cloned)

Learn how to search for actions with specific values in their input fields with this comprehensive document. Follow step by step instructions on utilizing the search function, selecting "field mappings" as the search criteria, and entering your desired va

#automation#actions#account
GuideAPI Apps

CalendarConnect: Calendly → Mindbody

Turnkey one-way integration that automatically creates Mindbody appointments from Calendly bookings with real-time sync, client profile creation, and custom question mapping.

#mindbody#calendly#actions#sync#account#calendarconnect
GuidePlatform

Export subroutine

Learn how to export subroutines as downloadable files in a system. Users with the necessary permission can easily download and import subroutines. Avoid using subroutine exports as an archive method, as it may not be compatible with future system releases

#automation#subroutines#account
GuideAPI Apps

Turning off PMI

Learn how to troubleshoot the error message "Registration has not been enabled for this meeting" in ZoomConnect. This step-by-step guide suggests disabling the "Use Personal Meeting ID (PMI)" option to ensure each meeting has a distinctive ID and enables

#mindbody#zoom#automation#troubleshooting#account#zoomconnect
GuidePlatform

Templates dashboard

Learn how to effectively manage and deploy templates using the templates dashboard. Discover how the automations within the templates account ensure data processing efficiency. Easily switch templates between public and private, with public templates show

#automation#account#deployment#builders
GuideAPI Apps

BOT - "Zoom meeting"

Learn how to use a BOT to effortlessly create or update Zoom meetings in this comprehensive document. Discover how this automated tool can be added to your class and removed after completing the task. Ideal for situations when meetings need to be schedule

#zoom#automation#triggers#account#zoomconnect
GuidePlatform

Webhook Triggers

Learn about webhook triggers and how they are activated when data is pushed to a webhook URL by a third-party system. Discover the different variations of webhooks, including those with one event type per URL, those with multiple event types per customer

#webhooks#api#automation#assembly#triggers#actions#account#modules
GuidePlatform

External account association

If your business is hosting the chat widget on your web pages, you may want to identify the user based on information your system already knows

#automation#actions#ai-chatbot#account
API ReferenceAPI Apps

Send start link to APIANT account email

ZoomConnect version 4.0 introduces a new feature allowing users to easily send the instructor start link to their APIANT account email address. Discover how to enable this convenient email setting and streamline your ZoomConnect experience.

#zoom#account#messaging#zoomconnect
GuidePlatform

Downloading the automation XML definition

Improve workflow efficiency by utilizing the XML definition of an automation in Salesforce. With the "Assembly Developer" permission, you can easily access this option through the gear menu and use it to identify any field mapping errors, ensuring seamles

#automation#assembly#account
GuideAPI Apps

Settings

Discover the extensive functionality of ZoomConnect's settings, easily customizable during onboarding. Stay cautious as the system doesn't retain previous values. Access and navigate through categorized settings conveniently via the Account menu. Benefit

#zoom#account#zoomconnect
GuidePlatform

Managing stored data

Learn how to manage your account data with our user-friendly menu option. Accessible to users with specific permissions, this feature enables you to easily view, search, and sort your stored data by creation date. You can also effortlessly perform actions

#automation#assembly#actions#troubleshooting#account
GuidePlatform

Rate limits

<hint type="info">

#api#automation#account
GuidePlatform

Manage account data

Learn how to manage account data with the "Switch Account" and "Assembly Developer" permissions. Access the menu option under the Account menu to view data stored by automations in the account scope. Conduct quick searches using text entry fields and empl

#automation#assembly#actions#account#getting-started
GuidePlatform

Tenants and Linked Accounts

Learn how a physical server can be divided into multiple tenant systems with separate databases and directories. Discover how tenants have their own user accounts and can be managed through the Admin Console. Find out how signing into the system works whe

#account#messaging#builders
GuideAPI Apps

Reconnect your Zoom account

Learn how to easily reconnect your Zoom account with APIANT using these simple step-by-step instructions. With separate tabs in your web browser, log into your master Zoom account first and then sign into your APIANT account. Access the Connections menu o

#zoom#account#messaging#zoomconnect
GuideAPI Apps

Emailing recording links

Learn about the various options for emailing Zoom recording links in this helpful document. Discover how the email recording link feature works independently of the auto cloud recording setting. Find out how to optimize your Zoom account settings, includi

#zoom#account#messaging#zoomconnect
GuidePlatform

Trigger/Action Commonality

Learn about the key characteristics and functionalities of Trigger and Action assemblies in this comprehensive document. Discover how API credentials are essential for most triggers and actions, with detailed instructions on acquiring them through differe

#api#automation#assembly#triggers#actions#account#messaging#modules
GuidePlatform

Publishing content to production

Learn how to publish assemblies and modules from development systems to linked production systems in this document. Find out how users with the "Publish to Production" permission can easily publish items from the development system using the right-click m

#assembly#account#messaging#modules
GuidePlatform

The "templates" account

Learn how to effectively manage and deploy templates using the specialized "templates" account. Discover the password-based access or the "Switch Account" permission to seamlessly sign into or switch to the templates account. Explore the unique and enhanc

#automation#account#deployment#builders
GuidePlatform

Keyvalue Storage

Learn about Keyvalue Storage, a versatile database system with table and modules for data insertion, retrieval, and deletion. Discover its hierarchical structure including scopes, key groups, keys, value names, and values. Explore the wide range of module

#automation#assembly#triggers#actions#account#modules
GuideAPI Apps

Handling Customer Data Between Shopify and Mindbody

Learn how to sync the Mindbody pricing option ID with the Shopify SKU field effortlessly with this helpful document. Discover how to find the ID number, create a distinct SKU number, and ensure unique names for pricing options in Mindbody. Explore the lim

#mindbody#shopify#sync#account#messaging#shopconnect
GuidePlatform

Reconnecting an account

Learn how to easily reconnect your account using a specific icon with our comprehensive guide. While the process varies across apps, rest assured that your account's name will remain unchanged after successful reconnection.

#automation#account
GuidePlatform

Multi-Factor Authentication

Accounts can be configured to require multi-factor authentication, where an additional verification step must be performed during sign-in

#automation#account#messaging#getting-started
GuideAPI Apps

Resend a Zoom meeting join link

Learn how to easily resend a Zoom meeting join link to a client via email with this comprehensive guide. Discover how to access registration information by clicking on the "VIEW" link at the bottom of a Zoom meeting, enabling you to resend the Meeting Inv

#zoom#account#messaging#zoomconnect
GuideAPI Apps

SMS text messages

Increase client engagement and reliability by sending Zoom join links via SMS text messages. Learn how to configure your SMS settings in ZoomConnect and set up an account with Twilio or CM as an SMS provider. Don't miss out on this convenient feature that

#mindbody#zoom#account#messaging#zoomconnect
GuidePlatform

Sign out

Learn how to log out of your account with ease by following these step-by-step instructions. Simply select the Sign Out option from the account name menu in the top right corner of your screen to ensure the security of your personal information.

#automation#account#getting-started
GuidePlatform

Sharing connections with linked child accounts

Parent accounts that have linked child accounts can share connections with all the linked children

#automation#account
TutorialAPI Apps

How to Enable Shopify Refund Notifications with Mindbody Contact Logs

Learn about ShopConnect's triggers for product and pricing option updates in the Mindbody-Shopify integration. Understand the synchronization process between Mindbody and Shopify, and how ShopConnect settings impact these updates. Discover the triggers fo

#mindbody#shopify#account#shopconnect
GuidePlatform

Share a subroutine

Learn how to share private subroutines with other accounts by using the "Share content" permission. Follow a simple process of right-clicking on the subroutine and selecting the Share option. Discover the flexibility to choose specific accounts to share t

#automation#subroutines#account
GuidePlatform

Developer options

Learn how to use the developer menu to streamline the development and review process for assemblies. Access the Admin Console, Javadoc for appJSP and VTD-XML parser, trace log viewer, system webhooks log, server execution, and assembly review request all

#webhooks#assembly#account#modules
GuideAPI Apps

CRMConnect: Cliniko → HubSpot

Synchronize client information between Cliniko and HubSpot with CRMConnect's turnkey integration solution. Supports patient, contact, appointment, and invoice syncing with practitioner email caching and configurable deal owner assignment.

#hubspot#cliniko#triggers#sync#crm#account#crmconnect
TutorialAPI Apps

ZoomConnect Mindbody Appointments - Setup and requirements

Learn how to effectively identify and map virtual appointments using Mindbody and Zoom with this comprehensive guide. Discover various scenarios, step-by-step instructions, and tips for proper appointment and room setup in Mindbody to ensure seamless inte

#mindbody#zoom#account#zoomconnect
GuidePlatform

Sharing private content

Learn how to easily share your private content from the "Mine" catalog with other accounts using the Share option. This step-by-step guide demonstrates how to give selected accounts write access to your items, allowing them to make changes. Includes helpf

#assembly#account
GuidePlatform

Stop sharing a subroutine

Learn how to manage sharing options for private subroutines in your system. Grant or revoke the "Share content" permission to allow accounts to share subroutines. Stop sharing subroutines for all accounts at once or selectively by choosing the desired opt

#automation#subroutines#account
GuidePlatform

Webhook Validation

Learn how to enhance webhook validation in API integrations with custom Java JSP code. This document guides you through accessing and modifying webhook plugin code in the Assembly Editor. Discover pre-existing plugin code for Shopify, Zoom, Amazon SNS, an

#shopify#zoom#webhooks#api#automation#assembly#forms#account
GuidePlatform

Switch subscription plan

Learn how to change your subscription plan easily by following these steps. Access the Manage account menu option, located conveniently under your account name at the top right corner. Click on the Switch Plan link to update your subscription and start en

#automation#account#getting-started
GuidePlatform

Viewing connection info

Get insights into unencrypted connection information and troubleshoot connection problems with ease. This document introduces a prompt that prompts you to enter your account password, enabling seamless viewing of crucial connection details. Enhance your t

#automation#troubleshooting#account
GuideAPI Apps

Zoom On Demand for recordings

Discover how to make the most of Zoom's On Demand feature for recordings with our informative video tutorial. Enhance your Zoom experience and boost productivity by learning all the ins and outs of this powerful feature. Watch now!

#zoom#account#zoomconnect
GuidePlatform

Viewing shared connections

Get insights into unencrypted connection information and troubleshoot connection problems with ease. This document introduces a prompt that prompts you to enter your account password, enabling seamless viewing of crucial connection details. Enhance your t

#automation#account
GuidePlatform

Rate Limits

Automations can enforce their own rate limit rules via a rate limiter system action

#api#automation#triggers#actions#account
GuidePlatform

Taking ownership of an assembly

Learn how users with "Admin Console" permission can easily take ownership of assemblies in the catalog by right-clicking and selecting the "Take Ownership" option. Find out how this action changes the account authorship and fully empowers administrative c

#assembly#account
GuidePlatform

Export an automation

Learn how to export automations as downloadable files in this document. Find out how to include all the necessary components such as apps, triggers, actions, assemblies, and modules. Import the exported file later into your system, but bear in mind that i

#automation#triggers#actions#account#modules
GuidePlatform

Update credit card

Learn how to update your credit card information by accessing the Manage account option on our website. Click on your account name menu at the top right and then navigate to the Update Credit Card link. Stay in control of your payments effortlessly!

#automation#account#getting-started
API ReferenceAPI Apps

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

This event triggers when an **appointment booking is cancelled** in Mindbody

#mindbody#zapier#triggers#account#messaging#appconnect
GuidePlatform

Update personal information

Learn how to easily update personal information like name, email, and phone number on our platform. Follow our step-by-step guide to access the Manage Account menu option and make the necessary edits effortlessly. Save your changes with a simple click of

#automation#account#messaging#getting-started
GuideAPI Apps

Integrating Mindbody Gift Cards with Shopify Using ShopConnect

This guide provides a solution for selling Mindbody gift cards through Shopify, by using ShopConnect as a bridge

#mindbody#shopify#sync#account#shopconnect
API ReferenceAPI Apps

04 - New sale (instant) In Mindbody → _zapier

This event triggers when a **new sale** occurs in Mindbody

#mindbody#zapier#triggers#actions#account#messaging#appconnect
API ReferenceAPI Apps

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

This event triggers when a **new sale** occurs in Mindbody

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

Linked Accounts

Learn how to manage multiple Mindbody locations using ShopConnect with this comprehensive guide. Discover how each location can have its own APIANT account, with a master parent account and linked child accounts. Easily switch between accounts via a conve

#mindbody#shopify#automation#account#shopconnect
GuidePlatform

Upload a logo

Learn how to upload a logo image to your account for automations. Simply access the Manage account menu from the top right account name menu, and follow a few easy steps to upload your logo. Enhance the branding of your subscription plans with this quick

#automation#account#getting-started
GuideAPI Apps

Managing Retail Product Variants and Sync Behavior in ShopConnect

Learn how to sync products from Mindbody to Shopify with this detailed document. Discover how to enable the feature, select products for sync, and ensure data matching between platforms. Get step-by-step instructions and valuable screenshots to make produ

#mindbody#shopify#sync#account#shopconnect
GuidePlatform

Protect an automation

An automation can be protected so that it can only be edited on a development system

#automation#account
GuidePlatform

View subscription usage

This document explains how subscription plans are showcased on the dashboard, with usage limits resetting monthly. If system usage surpasses certain percentages, email alerts are triggered, and at 100% usage, automations halt. Stay informed about plan det

#automation#account#messaging#getting-started
API ReferenceAPI Apps

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

This event triggers when a **new sale** is recorded in Mindbody

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

Publish template to production

Learn how to publish automation templates from development systems to linked production systems. Users with the "Publish to Production" permission can easily select the option from the gear menu. Multiple automations can be published at once by choosing t

#automation#triggers#actions#account#modules
GuideAPI Apps

Managing the Sending of the Mindbody Password Reset Email

Learn how to sync the Mindbody pricing option ID with the Shopify SKU field effortlessly with this helpful document. Discover how to find the ID number, create a distinct SKU number, and ensure unique names for pricing options in Mindbody. Explore the lim

#mindbody#shopify#account#messaging#shopconnect
GuidePlatform

Protecting output data

Learn how to protect the output data of a module in an assembly with this comprehensive guide. Discover the benefits of keeping module output data hidden from unauthorized access or logs. Only the assembly's owner can access the protected data, manipulate

#api#automation#assembly#troubleshooting#account#modules
GuidePlatform

Groups

Learn how using groups in automation diagrams can simplify the visual complexity and enhance user experience. This document explores the advantages of using groups to hide implementation logic and demonstrates the versatility of collapsing, expanding, and

#automation#actions#account
GuideAPI Apps

Manually pushing Mindbody orders to Shopify

Learn how to manually sync orders from Mindbody to Shopify with this step-by-step guide. Login to your APIANT account, customize the date range, filter by Mindbody locations and sales type, select the desired orders, and simply click "Sync selected sales

#mindbody#shopify#api#automation#sync#account#shopconnect
GuidePlatform

Publish template

Learn how to publish template automations into the "templates" account using the "Automation Templates" permission. Easily make them public and categorize them within folders for convenient access on a non-development system.

#automation#account
GuidePlatform

Share an automation

Learn how to easily share an automation with another system account holder. Discover how to generate a shareable URL by accessing the Share option in the gear menu. Enable seamless collaboration by allowing others to save their own copy of the shared auto

#automation#account
GuidePlatform

Your first automation

Learn how to create a simple automation with this step-by-step guide. Discover how to set up triggers and actions, configure the settings, test and save your automation, and receive a confirmation message.

#automation#triggers#actions#forms#account
GuideAPI Apps

Post Shopify Sales with Services to the Mindbody Online Store

Learn about ShopConnect's triggers for product and pricing option updates in the Mindbody-Shopify integration. Understand the synchronization process between Mindbody and Shopify, and how ShopConnect settings impact these updates. Discover the triggers fo

#mindbody#shopify#api#account#shopconnect
GuidePlatform

Open a trigger or action assembly

Learn how to access and edit the assembly implementation of triggers and actions in this informative document. Find out how users with the appropriate permissions can easily navigate through the assembly editor to view and modify an item's assembly diagra

#automation#assembly#triggers#actions#account
Guide

Explore our documentation

Find relevant documentation easily with this comprehensive resource. Access documentation tailored to your subscriptions and specific needs, including ShopConnect, ZoomConnect, MailConnect, and CRMConnect. Discover helpful information for managing account

#mindbody#hubspot#shopify#zoom#donorperfect#mailchimp#automation#assembly#triggers#actions#crm#forms#account
GuideAPI Apps

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

Learn about ShopConnect's triggers for product and pricing option updates in the Mindbody-Shopify integration. Understand the synchronization process between Mindbody and Shopify, and how ShopConnect settings impact these updates. Discover the triggers fo

#mindbody#shopify#actions#sync#account#shopconnect
GuideAPI Apps

MailConnect: DonorPerfect → Mailchimp

Increase donor engagement and fundraising with MailConnect, a tool that seamlessly integrates DonorPerfect and Mailchimp. Segment donor lists for targeted outreach, automate the syncing process, gain insights into donor behavior, and streamline event mana

#donorperfect#mailchimp#automation#sync#forms#account#messaging#mailconnect
GuideAPI Apps

ShopConnect Settings

Learn how to access and review ShopConnect settings with this helpful document. Easily navigate through different categories and receive guidance by simply hovering over each setting. Be cautious, as any modifications made in the settings area are automat

#mindbody#shopify#account#shopconnect
GuideAPI Apps

Shopify Collaborator Access

**Understanding Collaborator Access:**

#mindbody#hubspot#shopify#account#messaging#shopconnect
GuideAPI Apps

Using the 'Create New Products in Shopify' Setting

Learn about ShopConnect's triggers for product and pricing option updates in the Mindbody-Shopify integration. Understand the synchronization process between Mindbody and Shopify, and how ShopConnect settings impact these updates. Discover the triggers fo

#mindbody#shopify#sync#account#shopconnect