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GuidePlatform

Array Data

Learn how to receive and display array data in a form with this comprehensive document. Discover how to generate sample array data using the "parse array elements from text" action, set up the form design including multi-input and line containers, and map

#automation#actions#forms#messaging
GuidePlatform

Emit first non-empty value

Learn how to efficiently evaluate and prioritize multiple conditions in this document. Discover a method to map values from conditional branches, ensuring the first non-empty value is prioritized. Utilize the "emit first non-empty value" action in the Tra

#automation#actions
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

Break Iterator

Learn how to effectively use the break loop to halt loops in this informative document. Discover how it works when a specific condition is met, and understand that break loops only affect the nearest loop. Gain insights into handling nested loops and thei

#automation#actions
GuidePlatform

Data-mapped settings

This document explores the concept of dynamically configuring action settings through data mapping rather than static configuration. Learn how to enable data mapping, enter values or map data fields, and ensure that the mapped value matches the expected i

#automation#actions
GuidePlatform

Action Assemblies

Learn about input, error handling, and output of Action assemblies in an automation system. Find out how to define input data fields, handle errors, and format outputs for API sending. Discover how to skip data rows or extract output data fields. Ensure y

#api#automation#assembly#actions#modules
GuidePlatform

Action functionality

Discover how actions are the building blocks of workflows and how they can revolutionize efficiency in this document. Explore the benefits of automating repetitive tasks and learn how it can translate into significant cost and time savings.

#automation#actions
GuidePlatform

Obtaining a step number in graphical history

Learn how to easily obtain step numbers in the graphical history view by right-clicking on actions. Copy the step numbers to your system clipboard for seamless navigation.

#automation#actions
GuidePlatform

Create a group

Learn how to group actions in a software program with this comprehensive document. Follow step-by-step instructions to select specific actions, create and name groups, and even delve into creating nested groups for enhanced organization. Upgrade your soft

#automation#actions
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
ChangelogPlatform

Comparing Versions

Learn how to compare different versions of automations and subroutines using a "visual diff" approach. Easily compare the latest version of an automation or subroutine by accessing the Versions menu option. Discover how to compare any two saved versions a

#automation#actions#subroutines
GuidePlatform

Creating a subroutine

Learn how to create a new subroutine in the automation editor with this step-by-step guide. Discover how to open the subroutine catalog, create a skeleton subroutine, customize trigger and input data fields, apply trigger filters, add actions, configure i

#automation#triggers#actions#subroutines
GuidePlatform

Embedded Forms

Learn how to easily embed a form on any webpage with this helpful guide. Follow the step-by-step instructions and view accompanying images to obtain the form's embed code. Discover how a simple line of script code, along with a <div id="embed_apiant_form"

#automation#triggers#actions#forms
GuidePlatform

Default Rate Limit

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

#api#assembly#actions#account#modules
GuidePlatform

AI field mapping assistant

If your system is configured to do so, an AI field mapping assistant will be available to assist you with field mappings:

#automation#triggers#actions
GuidePlatform

Replace text in action field mappings

Learn how to efficiently replace text in action field mappings with this document. Follow the provided instructions, which include performing a search, entering the replacement text, and witnessing the search results update accordingly. Keep in mind that

#automation#actions
GuidePlatform

Browser storage

The Automation Chat Widget has actions that save and fetch data stored in the chat widget user's browser:

#automation#actions#ai-chatbot
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

Action settings

Learn how to customize actions using settings above data fields. Understand the three options available to determine how actions will behave. Get assistance by accessing help information below each setting's name.

#automation#actions
GuidePlatform

Refreshing trigger fields

Learn how triggers in CRM systems can provide dynamic output fields that can be easily updated or added later on. With the ability to emit newly added custom fields by simply clicking the "Refresh Fields" button, these triggers enable seamless mapping to

#automation#triggers#actions#crm
GuidePlatform

Collector

Learn how to use the Collector system utility app to effortlessly collect news articles from CNBC and send a daily email featuring all the articles from the past 24 hours. This step-by-step guide provides detailed instructions, accompanied by screenshots,

#automation#triggers#actions#messaging
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

Retrying a single errored data row

Learn how to retry errored data rows from a second-level data row history screen with this comprehensive document. Discover how a simple click of the Retry button can initiate a retry, and explore the various retry modes available, such as reusing stored

#automation#triggers#actions
GuidePlatform

Searching for actions in graphical history

Improve your workflow with our graphical history view feature. Easily search for specific actions based on output data, name, settings, or field mapping content. Locate actions quickly by step number. Our intuitive editor highlights matching actions in ye

#automation#actions
GuidePlatform

Concurrency

Learn how to control and optimize the number of automations running simultaneously with concurrency controls. Discover how setting the right concurrency limit can drastically improve the processing speed of automations with webhook instant triggers and wh

#webhooks#api#automation#triggers#actions#crm
GuidePlatform

Executing a form automation

Learn how to use the "execute automation" action in the System app to enable form submissions within a child automation. Discover how the "executed by automation (instant)" trigger can be utilized to ensure that the child form automation remains active an

#automation#triggers#actions#forms
GuidePlatform

Retrying multiple errors

Learn how to use the "Errors" filter in the execution history screen to easily identify and resolve errors in your document. With the "Retry all errors" button, you can efficiently retry failed transactions based on your search and date criteria. Choose b

#automation#triggers#actions
GuidePlatform

Date Time

Improve your automation efficiency with the Date Time system utility app. Schedule triggers for specified times and use them alongside other polling triggers. Pause or snooze automations with the Date Time actions. Convert date and time values effortlessl

#automation#triggers#actions
GuidePlatform

Form Actions

Learn about form actions in the Human Interaction app and how they create forms with optional data mappings for dynamic content. Discover how form actions generate unique form URLs and can be shared via email. Explore the "await form submission" action th

#automation#actions#forms#messaging
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
GuidePlatform

Array Iterators

Explore how automation loops are distinct from traditional programming loops and how they iterate through arrays of data values. Unlike programming loops, automation loops do not rely on variable increments. Learn how loops are added and their scope deter

#automation#actions
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

Replace text in action names

Learn how to replace text in action names with ease using this step-by-step guide. Discover how to perform a search, enter the replacement text, and see the total number of replacements made. Streamline your editing process and save valuable time with thi

#automation#actions
GuidePlatform

Dynamic Lists

Learn how to dynamically populate value lists in form elements using automation array data. This document includes a step-by-step example of creating arrays for Dropdown and Multi-Select List elements using "parse array elements from text" actions. Discov

#automation#actions#forms
GuidePlatform

Error handling

Learn about the different error handling options for configuring actions in this document. Find out how the "halt on any error" option can stop the process if any error occurs, the "continue on non-critical error" option can ignore non-critical errors and

#automation#actions
GuidePlatform

Changing the mapped parent action

Learn how to modify field mappings in an automation diagram with this helpful guide. Discover how to replace the "get client" action with a more effective option by clicking the swap arrow icon and selecting a new parent action. Be aware that the new pare

#automation#actions
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

Retrying multiple errored data rows

Learn how to retry errored data rows from the second-level data row history screen with this document. By applying the Error filter and utilizing the Retry All feature, users can easily initiate a retry. Choose between reusing existing stored data or fetc

#automation#triggers#actions
GuidePlatform

Disabling data storage

Learn how to configure an automation system to disable data storage to ensure compliance with US patient privacy HIPAA law. By following a simple menu option, you can disable automation logging and prevent the system from storing any processed data. While

#automation#actions
GuidePlatform

Chatbot goal automations

Goal automations provide a mechanism to steer the conversation with the widget user such that distinct goals are accomplished

#automation#triggers#actions#ai-chatbot#messaging
GuidePlatform

Form Apps

Learn how to create an efficient automation that displays multiple form screens with conditional logic, waiting messages, and progress indicators. This document provides step-by-step instructions on building forms, indicating subsequent screens, and displ

#automation#actions#forms
GuidePlatform

Subassemblies

Learn about subassemblies in assembly diagrams, which promote functionality re-use and reduce wiring diagram complexity. They can be easily dragged from the catalog and placed within other diagrams, appearing with a distinctive blue window in the editor.

#assembly#triggers#actions#forms#modules
GuidePlatform

Searching execution history

Learn how to effectively search the execution history of a system using search terms and advanced filters. Discover how to use AND/OR logic for search phrases and filter your results based on different criteria such as success/errors, awaiting form submis

#automation#triggers#actions#forms
GuidePlatform

Viewing input/output

Easily track and monitor triggers and actions in real-time with graphical history. Hover over each one to view detailed input and output information. Enhance your user experience and optimize your workflows effortlessly.

#automation#triggers#actions
GuidePlatform

Automatic Error Retries

Learn how the system's configuration setting allows for automatic error retrying with a range of retry schedules, from 1 minute to 4 hours. Discover which errors are considered retryable, such as HTTP status codes >= 500 and communication-level errors, an

#api#automation#assembly#triggers#actions#subroutines#modules
GuidePlatform

Searching the list

Learn how to search for automations in the dashboard list using multiple methods and find exactly what you need. This document includes step-by-step instructions and screenshots for searching by name, number, tag, implementation content, and execution his

#automation#triggers#actions#messaging
GuidePlatform

Copy-paste field mappings

Learn how to easily configure similar actions by copying and pasting field mappings. This document provides step-by-step instructions on how to copy field mappings between actions, saving time and improving efficiency. Discover how this process can stream

#automation#actions
GuidePlatform

Graphical history view

Learn about a graphical history view that visually demonstrates the execution of triggers and actions on a single data row. Highlighting successful executions in green, non-executed elements in gray, and errors in red, this document provides valuable insi

#automation#triggers#actions
GuidePlatform

Data Transforms

Learn about the importance of data conversion and manipulation, specifically concerning datetime formats. Explore a comprehensive system that provides a wide range of data transform actions, conveniently organized by data type in a user-friendly menu. Fin

#automation#actions
API ReferencePlatform

API Integrations

Learn how the Automation Editor utilizes assemblies in the Assembly Editor to build various apps, triggers, and actions. Discover how modules within these assemblies enable seamless configuration of these components. Uncover powerful assembly logic that e

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

Group actions

Discover the exclusive actions available in the Group menu of our interface, tailored to meet the needs of your selected folder or group. Enhance your productivity with this intuitive tool.

#automation#actions
GuidePlatform

Feed

Increase efficiency and automate news article generation with the Feed system utility app. Monitor RSS, Atom, and RDF news feeds, create your own RSS feed, and easily filter and read other feeds. With trigger-based monitoring and customizable actions, sta

#automation#triggers#actions
GuidePlatform

Conditional branches

Learn how to use conditional branches in your automations to customize execution paths based on specific criteria. By simply clicking on a "plus" icon and selecting the option, users can easily configure the condition's criteria. These criteria are usuall

#automation#actions
GuidePlatform

Search by action name

Learn how to efficiently search for actions by their names with these simple instructions. Open the search, select "action names" as the search criteria, enter your query, and voila! Our editor will effortlessly expand collapsed groups, highlight the best

#automation#actions
GuidePlatform

File

The File system utility app enables users to easily create temporary files on the server with customizable text content. Users have the flexibility to provide a specific file name or let the app generate a random one. The app conveniently provides a URL t

#automation#actions#messaging
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

Building Automations

Learn about the automation editor, a powerful low-code tool for creating automated workflows. Connect triggers to actions effortlessly and efficiently. Explore the subsections in this document to find in-depth guidance on building automations. Supercharge

#automation#triggers#actions
GuidePlatform

Chatbot tool automations

Tool automations can be built that extend the functionality of the AI model

#api#automation#triggers#actions#ai-chatbot
GuidePlatform

Integration Decision Trees

Streamline your integration decision making with a comprehensive range of decision tree diagrams. Our diagrams cover everything from app integration to assembly reviews, providing a visual representation of the process. Whether you're dealing with OAuth a

#webhooks#api#assembly#triggers#actions
GuidePlatform

Your first assembly

Learn how to build a basic assembly and create a widget that shows the latest article titles from the CNBC news feed. This tutorial provides step-by-step instructions and screenshots on fetching XML data, using modules like HTTP Transaction and HTML Rende

#assembly#actions#forms#modules
GuidePlatform

Field mappings

Learn how to effectively use input fields in an automation system with this comprehensive document. Discover how to add both static text and dynamically inserted data values, as well as access helpful resources like help text and available mappable fields

#automation#triggers#actions
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

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
GuidePlatform

Sorting the list

Learn how to effectively utilize the sort menu in the automation list with our comprehensive guide. Discover how you can easily organize automations by name or ID, and even find the newest automations in descending order. Understand how sorting by runtime

#automation#actions#subroutines
GuidePlatform

Disabling logging

Learn how to manage and save filesystem space by disabling automation logging in this document. Access default debug logs for triggers and actions, stored as ZIP files, through a graphical history view. Troubleshoot efficiently with the information provid

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

Assembly Editor

Discover how the assembly editor, a powerful low-code tool, streamlines solution development with its drag-and-drop feature. Easily create automations, REST-style endpoints, batch jobs, and browser widgets with the help of assembly diagrams. Effortlessly

#automation#assembly#triggers#actions
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

Viewing item details in history

Learn how to easily view and access trigger, action, conditional, and loop details and settings using a graphical history view. Find out how to click or hover over items to access the details, as well as how to use the Details button. Discover the debug l

#automation#triggers#actions#troubleshooting
GuidePlatform

Ungrouping

Learn how to remove grouped actions while preserving the integrity of individual actions by following simple steps. Open the group by clicking the Open button and then click the Ungroup button. Master this technique to efficiently ungroup actions in your

#automation#actions
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
GuidePlatform

Copy-paste multiple items

Learn how to efficiently copy and paste actions from automation diagrams with this comprehensive guide. Discover the straightforward steps, including right-clicking on the desired items, selecting copy options, and effortlessly pasting them elsewhere. Whe

#automation#actions
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
GuidePlatform

Form Triggers

Learn how to use form triggers and URLs to allow visitors to access and submit input on a form. Discover how to edit triggers using the drag-drop form designer and obtain the form's URL from the form designer or dashboard. Explore how automation actions c

#automation#triggers#actions#forms
API ReferencePlatform

Determine if an automation is referenced

Learn how automations in this document can be executed and controlled using specific system actions. Discover how to check if an automation is referenced by another automation using the gear menu option. Be aware that there are alternative actions that ca

#automation#actions
GuidePlatform

HTTP

Learn how the HTTP system utility app allows you to easily fetch data from a URL and make REST-style API calls using various HTTP verbs. Discover how you can customize the app's functionality by copying the HTTP action in the Assembly Editor to create you

#api#automation#assembly#triggers#actions#crm
GuidePlatform

Copy-paste via clipboard

Learn how to easily copy and paste action items between browser sessions and tabs using this document. Enhance your productivity by following simple steps such as selecting desired items, copying them to clipboard, and pasting them into another session. A

#automation#actions
GuidePlatform

Key Concepts

Learn about automation in APIANT and how it can save you time and money. Discover triggers and actions, including instant webhooks, polling triggers, date time triggers, and two-way sync triggers. Explore the benefits of using subroutines and learn about

#hubspot#webhooks#automation#assembly#triggers#actions#crm#subroutines
GuidePlatform

Refreshing action fields

Learn how to dynamically determine input and output fields for actions with our document! Discover how CRM actions, such as adding a new contact, can have custom fields and how the "Refresh Fields" button can update automations when new fields are added t

#automation#actions#crm
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
GuidePlatform

Executing a subroutine

Learn how to find and execute a subroutine in a system app with this comprehensive document. Discover the step-by-step process, from searching for the "execute subroutine" action to configuring the input fields and saving the settings. Easily access the o

#automation#actions#subroutines
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
GuidePlatform

Automation Editor

Learn how to use the automation editor, a powerful tool designed to effortlessly create and manage intricate automation workflows. Accompanied by the Assembly Editor, a user-friendly low-code solution for integrators, you can easily build app connections,

#automation#assembly#triggers#actions
GuidePlatform

Conversation memory

The Automation Chat Widget provides two actions for saving and recalling values from conversation memory:

#automation#actions#ai-chatbot
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

Human interaction

Learn about the functionality of the Human Interaction utility app, which includes a trigger for new native form submissions. Discover how to create native forms, manage moderation queues, and await approval or denial. Find more details in the "Forms Over

#automation#triggers#actions#forms
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
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

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

Testing actions

Actions can be individually tested in the automation editor via the Test button in their settings:

#automation#actions
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

Search by field names

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
GuidePlatform

Trigger Assemblies

Learn about the different types of trigger assemblies in automation systems such as polling triggers, date/time triggers, gated triggers, webhook triggers, protocol thread triggers, and export triggers. Discover how each type executes actions based on spe

#webhooks#api#automation#assembly#triggers#actions
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

URL query parameters

Learn how to pre-populate forms with input data using URL query parameters. This guide covers how supplying query parameters with the same name as form inputs can ensure that the values appear automatically when the form loads. Discover how this functiona

#automation#actions#forms
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
GuidePlatform

Search by step number

Learn how to efficiently navigate through automation diagrams using step numbers. This guide demonstrates the process of copying and utilizing step numbers in the search function to locate specific steps. Discover how this technique enables highlighting a

#automation#actions
GuidePlatform

Lookup tables

Improve database management and save time with the Lookup Tables app. Access a wide range of storage-related actions in your system's database. Find country, region, and abbreviation lookup options for seamless data organization. Try it now!

#automation#actions
GuidePlatform

Forms Overview

Learn how to create and process forms with this comprehensive document. Discover a user-friendly drag-and-drop editor for designing forms, and explore the flexibility of data-mapped input values. Explore the two types of forms available - triggers for eas

#automation#triggers#actions#forms#messaging
GuidePlatform

Disabling multiple items

Learn how to disable specific actions in your automation script with this helpful document. Follow the step-by-step instructions and screenshots provided to easily select and disable specific actions.

#automation#actions
GuidePlatform

PDF

Convert text into a PDF file easily using the PDF system utility app. Generate a temporary PDF file on the server and obtain a URL for easy access. Perfect for creating PDFs to send as email attachments. Try it now!

#automation#actions#messaging
GuidePlatform

Two-Way Sync

Learn how to achieve two-way sync between systems without infinite loops in this document. Discover the importance of data mapping and transformation with a valuable example of app value mapping. Understand the potential conflicts when records are simulta

#donorperfect#mailchimp#webhooks#api#automation#assembly#triggers#actions#sync#messaging#modules
GuidePlatform

MCP Tools

MCP (Model Context Protocol) is an open-source standard that allows artificial intelligence models to connect with external data sources and tools, enhancing their ability to access information and...

#automation#triggers#actions#mcp
GuideAPI Apps

CRMConnect: Cliniko → ActiveCampaign

Learn how CRMConnect ensures accurate client matching between Mindbody and HubSpot by implementing specific rules. This document covers strategies to overcome challenges like duplicating client profiles with identical emails in Mindbody. Gain insights int

#activecampaign#cliniko#actions#sync#crm#crmconnect
GuidePlatform

Replace one assembly with another

Learn how to replace the implementation of an assembly with a different one of the same type in this document. Find detailed step-by-step instructions on opening the latest version of the source assembly and selecting the replace option for the destinatio

#assembly#triggers#actions
GuidePlatform

System

Discover how the System utility app offers a range of triggers and actions for seamless automations. From a no-op trigger to a test data emitter, streamline your processes effortlessly. Control and gather insights on your automations with a variety of act

#automation#triggers#actions
GuidePlatform

Moderation Queues

Learn about moderation queues and how they involve human action in processing items before automation continues. Find out how they can be customized, the actions involved in the automation for moderation queues, and how moderation items are accessed and h

#automation#actions
GuidePlatform

Documentation notes

Automation diagrams can be documented with rich text notes that can contain hyperlinks and images

#automation#actions
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

Rate Limits

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

#api#automation#triggers#actions#account
GuidePlatform

Web Service

A web service is similar to a webhook in that other systems can trigger the execution of automations instantly when specific events occur by sending data to a specified URL

#webhooks#automation#assembly#triggers#actions
GuidePlatform

Snoozing automations

Learn how the system's snooze action for automations can temporarily pause and resume scheduled marketing campaigns, such as emails. Discover how individual data rows can be manually woken up or cancelled during the snooze, and how all snoozed data rows c

#automation#actions#messaging
GuidePlatform

Webhook

Improve your automation process with the Webhook system utility app. Receive webhook payloads in XML or JSON format, and easily map data fields to actions. Instantly execute automated tasks upon receiving data, saving you time and effort. Get started toda

#webhooks#automation#triggers#actions
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
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

System Utilities

Learn how system utilities provide users with pre-installed trigger and action functionalities, conveniently accessible through a simple click on the "plus" icon. Discover how to select the System Utility category and utilize various system apps as trigge

#automation#triggers#actions
GuidePlatform

Enable multiple items

Learn how to disable specific actions in an automation with this comprehensive document. Follow the step-by-step instructions in the first section to select and enable only the initial three actions. The second section guides you through enabling those ac

#automation#actions
GuidePlatform

Finding mapped items

Learn how to easily find all items associated with a specific trigger or action in this comprehensive document. Discover the step-by-step process, including how to use the "find items mapped to this" option, to effortlessly highlight and navigate through

#automation#triggers#actions
GuideAPI Apps

CRMConnect: Mindbody → ActiveCampaign

Turnkey bi-directional integration that syncs client profiles, 120+ custom fields, memberships, class bookings, appointments, visits, sales pipelines, and marketing automation data between Mindbody and ActiveCampaign — instantly.

#mindbody#activecampaign#actions#sync#crm#messaging#crmconnect
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
GuidePlatform

Trigger functionality

Discover how triggers in automation, such as Instant Webhook, Polling, Date Time, and Two-way Sync triggers, play a crucial role in initiating data processing. Learn how these triggers emit new or modified data rows, containing vital information about tri

#webhooks#automation#triggers#actions#sync#crm
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
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
GuidePlatform

Moving a single item

Learn how to easily move triggers and action items in the editor with this helpful document. Discover how to move triggers left and right, and action items up and down. Ensure optimal workflow by confirming any potential insertion of action items into con

#automation#triggers#actions
GuidePlatform

Moving multiple items

Learn how to move specific actions in a task step-by-step with this detailed document. Discover how to select and deselect items, use the plus icon, and avoid accidental removal of input field mapping. Perfect for efficient task management and avoiding po

#automation#actions
GuideAPI Apps

Mindbody Pricing Option/Service Discontinuation: Integration with Shopify

Learn how to discontinue a pricing option in Mindbody and synchronize it with Shopify. This process takes approximately 15 minutes for synchronization to occur in Shopify. Depending on the number of associated locations, products will either be archived o

#mindbody#shopify#api#actions#sync#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
GuidePlatform

Removing a single item

Learn how to easily remove items from automation in just a few clicks. Discover the step-by-step process, including retaining or removing field mappings. Find out how this allows for easy replacement of triggers or actions. Plus, unlock the ability to rem

#automation#triggers#actions
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
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
GuidePlatform

Removing multiple items

Learn how to efficiently remove the first three actions from your list with our simple step-by-step instructions. Easily highlight and remove unwanted items in just a few clicks, saving you time and effort.

#automation#actions
GuideAPI Apps

ShopConnect Error Alert Reporting

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#messaging#shopconnect
GuidePlatform

Replace an item

Learn how to replace triggers and actions in your automation workflow with this comprehensive document. Discover a step-by-step example of replacing CNBC triggers with CNN triggers. Additionally, understand the significance of maintaining correct output f

#automation#triggers#actions#messaging
API Reference

What is APIANT?

Discover APIANT, the low-code browser-based platform for building automated workflows and integrating APIs without coding. With its drag-and-drop editor, create trigger and action API integrations effortlessly. Customize your solutions through coding, ens

#api#automation#triggers#actions#sync#crm#forms#subroutines#modules