Tagged: automation
282 documents
clear filterBrowser storage
Browser storage actions save and fetch data in the user's local storage, persisting across page reloads and multiple chat widgets on the same domain. Data can expire after a configured number of hours.
Categories & collections
Organizing templates into categories and collections using folders, including how to create multi-automation template collections with placeholder catalog entries.
BOT - "Send Client Emails"
Automated client notification system that emails all booked participants with Zoom meeting details and join information immediately after being added to a class.
Embedded Forms
Embed forms on any web page by adding a script tag and container div to your HTML. Get the embed code from the automation settings or form editor.
Data-mapped settings
Configure action settings to receive values dynamically at runtime through data mapping instead of using static configurations.
Data row history
Drill down into individual data rows processed during an automation execution, with searchable filtering using AND/OR logic to find specific rows.
Creating a subroutine
Step-by-step process for building a new subroutine, including configuring input triggers, adding actions, defining output fields, and saving with a name and description.
Array Data
Configure forms to receive and display array data by mapping arrays to multi-input containers with line items that render each element.
Connecting app accounts
Enabling users to establish app connections directly within form automations using the Human Interaction app's connection workflow action.
Cloning Items
Duplicate form elements and containers by using keyboard modifiers during drag operations on Mac and Windows systems.
Replace text in action field mappings
Use the find-and-replace feature to update text across multiple action field mappings simultaneously in your automation workflows.
How to Add or Update a Mindbody Client from ActiveCampaign
Push contacts from ActiveCampaign to Mindbody using the updatembo tag — create new clients or update existing ones automatically.
Refreshing trigger fields
Reloading dynamic output fields from your connected systems when new custom fields are added to triggers.
Development System
Separate development system for teams to build and test automations without affecting production systems, with publishing workflow to production systems.
Autosaved automations
Automatic saving of automation edits to the database with recovery options if browser sessions close unexpectedly before manual save.
ClassPass Support (version 3.03)
Configuring ClassPass integration with Zoom meetings in ZoomConnect version 3.03, including enabling the ClassPass client option and manually sharing Zoom meeting links through ClassPass.
Automation Alert Reports
Automated alert reports notify you of errors in your automations, with direct links to retry failed tasks and customizable delivery frequency and recipient email addresses.
Emit first non-empty value
The emit first non-empty value action selects the first populated value from a prioritized list, with optional fallback default, useful for conditional branching scenarios.
CRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)
International phone number formatting automatically adds country calling codes to phone numbers synced from Mindbody to HubSpot, storing them in standard E.164 format for validation and reliable country detection.
Action Assemblies
Structuring actions with input modules, data formatting, API invocation, error handling, and output modules to process external system requests within automations.
Change password
Update your account password through the Manage account menu by entering your current password and confirming your new password.
AI field mapping assistant
AI-powered assistant that helps configure field mappings through conversation, making bulk edits, transforming data with code, and explaining complex mapping logic across action chains.
Drilling into execution history
Inspect individual automation executions and view the specific data rows processed during each run from the execution history screen.
Determining when a polling automation will execute
Polling automations display a countdown timer with tooltip showing the queued execution date and time, though actual execution may vary based on system load and configured execution windows.
Create a group
Organize multiple actions into collapsible groups within the editor by selecting actions and using the context menu to create named groups for better workflow structure.
Account Management
Account management interface in the Assembly Editor is identical to the Automation Editor — see the Automation Editor documentation for account creation, switching, and role management.
Collector
Aggregates items into named buckets for later retrieval and processing. Stores collected data in the system database until explicitly dumped, enabling batch operations like sending daily email digests.
Push ActiveCampaign Contacts ➜ Cliniko Patients
Automatically sync ActiveCampaign contacts to Cliniko patients using a simple tag. Create new patients or update existing records based on email matching, with automatic cleanup and error tracking.
Obtain a link to a processed data row
Get shareable URLs for processed data rows by clicking the link icon in history entries, which automatically copies the URL to your clipboard.
Comparing Versions
View changes between automation and subroutine versions using visual diff comparisons, comparing the latest version against earlier versions or any two saved versions.
Alert email options
Configure email alert notifications for automation timeouts and processing errors, including options to disable alerts and manage suppressed alert types.
Obtaining a step number in graphical history
Right-click any action in graphical history to copy its step number to your clipboard for reference or debugging.
Automation Alert Reports
Alert reports notify you of errors in automations and can be scheduled daily or immediately. Configure frequency and recipient email addresses in your account settings.
Action functionality
Actions are the executable tasks within workflows that automate manual processes and eliminate repetitive work, saving time and resources across your operations.
Dashboard
Central hub for viewing, organizing, and managing all your automation workflows in one place.
Automation Alert Reports
Configure how and when APIANT sends you alert reports for automation errors, including frequency settings and recipient email addresses.
More Info
Explains how Mindbody workshops differ from classes due to missing webhook notifications, affecting Zoom meeting creation and email timing for late signups.
Automation list
Easily navigate automations on your dashboard with a user-friendly scrollable list. Get instant access to active and inactive automations for efficient management.
Add a folder
Organize your workflows by creating new folders within the platform's file management system using the folder creation interface.
Adding an app connection
Steps for establishing new app connections in APIANT through the editor or Connections screen, including creating default connections and adding multiple accounts per app.
Halting execution
Monitor active automations in the history screen and use the Halt button to stop execution in progress, with confirmation required to complete the action.
Manage menu
Menu configuration options for organizing and customizing navigation elements within your APIANT application interface.
Account Management
Account management covers user profile administration, team collaboration settings, billing details, and security options for controlling access to your APIANT workspace.
Action settings
Configuration options that control action behavior and appear before mappable data fields in the action interface.
Break Iterator
Halting Array Iterator iterations based on conditional evaluations using break statements scoped to the nearest iterator level.
Assembly editor settings
Configure assembly editor behaviors including scroll speed, grid snapping, service account visibility, data reuse optimization, automatic module execution, and debug mode options for diagram construction.
Copy-paste a single item
Duplicate individual workflow items using copy and paste, including the ability to paste across different automation diagrams.
Searching for actions in graphical history
Filter and navigate workflow actions in graphical history view by searching output data, names, settings, field mappings, or step numbers with highlighted results.
Automations
Foundational concepts for the APIANT automation platform, including automations, triggers, actions, apps, and the automation editor used to build workflows.
Trigger filters
Configure trigger filters to selectively process data rows based on field values and criteria, combining multiple rules with AND and OR logic.
Executing a form automation
Configure child form automations to process form submissions when triggered by a parent automation using the "executed by automation (instant)" System app trigger.
AI chatbots
AI-powered conversational agents that can be embedded into web pages and controlled through tool and goal automations to deliver intelligent responses.
Execution management
Control and monitor workflow runs, including scheduling executions, viewing run history, tracking status, managing logs, and handling errors across your automations.
Date Time
The Date Time system utility provides triggers to schedule when automations execute and actions to pause or snooze automation processing.
Execution history
View detailed records of each automation execution including processed rows, errors, billing units, and searchable history with retention based on system configuration or subscription plan.
Array Iterators
Looping mechanism that processes array elements by iterating based on the largest array emitted by a selected action, commonly used for processing grouped data like order line items.
Form Templates
Reuse form designs by saving and loading templates from a shared catalog, with options to make templates public or publish them across environments.
Export Triggers
Export triggers enable one-time bulk data exports from external systems by fetching all API data via pagination. Export automations run only in manual export mode without recurring schedules.
Retrying a single errored data row
Manually retry individual errored data rows from the data row history screen using stored data, edited data, or fresh data fetching from triggers.
Dynamic Lists
Populate Dropdown and Multi-Select List elements with dynamic values from automation arrays at runtime instead of using static predefined options.
Close account
Steps to permanently close your APIANT account, cancel your subscription, and optionally delete all associated account and automation data.
Deploying templates
End users can deploy templates from the catalog with one click, and system staff can manually distribute templates across multiple user accounts.
BOT - "Send Emails" v3
Automatically sends Zoom meeting details to booked clients and instructors upon activation for APIANT versions 3.03 to 3.5.
Delete a folder
Remove folders from your workspace using the gear menu. Automations within deleted folders are automatically moved to the All folder.
Building an AI chatbot
Set up an automated chatbot that triggers on incoming messages, passes user input to an AI model for processing, and returns generated responses to the chat widget.
Form Actions
Creates dynamic forms with data-mapped values and generates unique URLs for distribution. Includes await form submission actions that pause automations until forms are submitted and return field values.
Deleting a subroutine
Remove subroutines from your automation project using the right-click context menu in the catalog, with built-in protection against deleting referenced subroutines.
Folders
Folders organize your automations into logical groups for easier management and navigation within your account.
Processing menu
I'm sorry, but without any specific information or document to work with, I cannot create an SEO description. If you provide me with relevant details, I'll be happy to assist you.
Comprehensive Guide on Handling Orders Without Customer Data Sync in ShopConnect and Mindbody Integration
Orders placed through Shopify without customer data sync are assigned to a placeholder account in Mindbody, requiring manual reassignment to actual customers for accurate records.
Manual execution
Triggering automations manually from the dashboard using the play button icon, selecting execution mode, and monitoring processing results in the history screen.
Changing the mapped parent action
Replacing a parent action in field mappings by selecting a different action that emits the same output fields through the swap arrow icon.
Concurrency
Configure how many instances of an automation can run simultaneously, controlling parallel execution for webhook triggers and execution chains.
Replace text in action names
Search for specific text in action names across your automation, then replace all instances with new text in a single operation.
Retrying multiple errors
Batch retry failed executions from the execution history using stored data or by refetching from triggers, with options to specify retry behavior across multiple errors.
Billing by Bookings
Version 4 changes billing to count client bookings in virtual classes instead of API tasks, with monthly reset and real-time tracking in your account dashboard.
Open all groups
Expand all collapsed groups in the editor simultaneously using the right-click context menu.
Error handling
Configure how automations respond when actions fail, using options to halt processing, ignore non-critical errors, or continue regardless of errors.
Filter by folder
Narrow your automation list by selecting a specific folder to view only the automations stored within that folder.
Copy an automation
Duplicate an existing automation using the gear menu option, then modify the copy in the editor before saving.
Disconnecting an app account
Removing connected app accounts and the impact on active automations linked to those accounts.
Group actions
Group menu options enable bulk operations on the currently selected folder and its contents through actions accessible from the top right interface.
Configure your timezone
Your account timezone determines how date and time values are interpreted across automations and scheduled tasks throughout the platform.
API Integrations
Build apps, triggers, and actions by creating assemblies in the Assembly Editor that control automation execution, configuration, and error handling.
Disabling data storage
Configure automations to prevent the system from storing processed data, useful for compliance with privacy regulations like HIPAA.
Feed
Monitor RSS, Atom, and RDF news feeds with triggers, or create custom feeds using automation to aggregate and filter content.
Notify when done
Email notifications alert you when an automation execution finishes, with a link to view the completed processing history details.
Search by action name
Locate actions within your workflows by searching for their names, with automatic expansion of groups and navigation between matches using arrow buttons or keyboard shortcuts.
Editing connection notes
Add custom notes to app connections for storing reference information and reminders about how each integration is configured.
Chatbot goal automations
Goal automations steer chatbot conversations toward specific outcomes by collecting user information and executing sequential tasks. They operate independently from AI invocation and can be nested to accomplish complex workflows.
Gear Menu
Controls for managing automation settings, processing behavior, and operational preferences organized within dedicated processing and management sections.
Conditional branches
Configure conditional branches to direct automation workflows through different execution paths based on criteria logic, supporting AND/OR operators and nested conditions.
Determining an automation's folder
Viewing an automation's folder location helps you quickly identify where a specific automation is stored when browsing all automations.
Trigger settings
Configure how triggers function using their settings, including selecting app connections and creating new ones to fetch data from external applications.
Delete an automation
Permanently remove an automation from your account using the gear menu option and confirm the deletion when prompted.
Development Server
Separate development server for teams to build and test automations without affecting production systems, with publishing workflow to production servers.
App Connections
Configure encrypted credentials for third-party APIs and services that your automations interact with, supporting multiple named connections per app.
Download subroutine XML
Export a subroutine's XML definition to diagnose field mapping issues and inspect the underlying structure of your assembly components.
Searching the list
Find automations by name, number, tag, implementation content, or execution history data using the dashboard search feature.
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.
Data Transforms
Data transforms convert and manipulate values between formats, with categorized actions for text, dates, numbers, and other data types accessible through the interface.
Publishing templates
Process for publishing automation templates to the templates account, with different procedures for non-development and development systems.
Rename a group
Modify a group's name by opening it, selecting the rename option, entering the new name, and confirming the change.
BOT - "Send Instructor Emails"
BOT that sends the Zoom meeting start URL to instructors immediately after being added to a class, useful for last-minute notifications within two hours before class start.
Autosaved assemblies
APIANT automatically saves automation edits to the database at intervals and offers recovery prompts if your session ends unexpectedly before saving.
Manual updates and bookings
Manually trigger Zoom meeting creation and client registration for classes to ensure booked participants receive confirmation emails through a dedicated automation.
Retrying multiple errored data rows
Bulk retry failed data rows from the data row history screen by selecting errors and choosing whether to reuse stored data or refetch from triggers.
Form Apps
Multiple forms can be sequentially displayed to end users within a single automation session, with conditional logic determining which form appears next based on user input and processing logic.
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.
Searching execution history
Search execution history using text queries across transaction data, trigger outputs, and action fields, with support for AND/OR logic, status filters, and date range restrictions.
Graphical history view
Visual representation of how a single data row flows through triggers and actions, with color coding showing execution status and errors.
Copy-paste field mappings
Copy field mappings between actions by right-clicking to transfer configurations for shared input fields, saving time when configuring similar actions.
Linked Accounts
Managing multiple Mindbody locations by switching between a master parent account and linked child accounts to view each location's automations and data.
Submit Button
Configure default and custom Submit buttons for forms, including text customization, styling with highlight colors, and layout options with additional content.
Automatic Error Retries
Configures which errors trigger automatic retries with exponential backoff scheduling up to eight attempts, primarily for transient HTTP and communication failures in transaction modules.
Ungrouping
Removing group containers from actions while preserving the individual actions within them for independent use and management.
Forgot password
Password recovery process for resetting forgotten account passwords via email link sent to your registered email address.
Find a folder
Locate a specific folder quickly by typing into the search field, which filters results in real time as you enter text.
Manually refresh classes
Trigger an immediate synchronization of Mindbody class changes to Zoom meetings using the Refresh Classes option, bypassing normal automation delays and addressing system issues.
Field mappings
Connect action input fields to dynamic data from triggers and previous actions using field mapping, with search and full-screen editing capabilities.
Settings annotations
Control which trigger and action settings display to end users during template deployment and initial automation configuration, with optional annotation text.
File
Creates temporary files on the server with specified text content and generates accessible URLs for use in other workflow actions.
Deploying automations
Copy automations to one or more accounts, with optional linking to enable batch updates and track deployment history across your system.
Datafiles
Capture automation data into daily CSV files for export to external tools like ChatGPT, organized by topic with configurable columns and file size limits.
Polling Triggers
Polling triggers periodically check an API for new or updated data at configurable intervals. They should only be used when webhooks are unavailable, as they consume more resources and may miss data.
Chatbot tool automations
Tool automations extend chatbot capabilities by wrapping actions that the AI model can invoke based on conversation context. Build them with input fields, actions, and output definitions.
Turn off filtered data row recording
Configure whether filtered data rows from trigger filters are recorded in automation history for searchability and storage optimization.
Edit description
Modify subroutine descriptions in the catalog by right-clicking the subroutine and selecting edit description, which then appear as tooltips when hoveling over items.
Viewing item details in history
View configuration settings and debug logs for triggers, actions, conditionals, and loops directly from the graphical history view by clicking items or using the Details button.
Search by action setting
Search automations for actions with specific named settings and values, like finding all actions where scope is set to My account.
Building Automations
Build automated workflows by connecting triggers to actions in APIANT's low-code automation editor. Learn workflow structure, configuration, and execution.
Sorting the list
Organize your automations list by name, ID, or runtime references to find specific automations and visualize parent-child relationships between automations and subroutines.
Copy-paste multiple items
Select multiple consecutive actions using right-click options, then copy and paste them within or across different automation diagrams in the editor.
Importing an automation
Restore previously exported automation files to your account using the Import menu, choosing between standard import to update existing automations or create new to duplicate them.
Processing History
Processing history tracks each execution of an automation, showing detailed logs of runs, outcomes, and any errors that occurred during operation.
Finding a connected app
Easily find a specific app from your list of connected apps by using the real-time search feature. Quickly search by app name and locate the app you need with ease.
Disabling logging
Turn off debug logging for automation triggers and actions to save filesystem space, while maintaining the ability to re-enable it anytime via menu settings.
BOT - "Send Recording"
Automatically send Zoom meeting recordings to booked clients, attendees, or no-shows in Mindbody classes using specialized BOTs that override default recording distribution settings.
Web Services
REST-style API endpoints built as assembly diagrams that accept query parameters or POST payloads and return data in XML, JSON, or CSV format via Web Service Output modules.
Form Designer
Drag-and-drop interface for building forms with reusable templates, customizable containers, and input elements. Configure form attributes, element names, and layout options through right-side panels.
MBO auto sign-in not working
Diagnostic steps to resolve Mindbody auto sign-in failures after Zoom meetings, including enabling settings, host procedures, and checking automation errors.
HTTP
HTTP app provides triggers to fetch data from URLs and actions to make REST API calls using common HTTP verbs like GET, POST, PUT, and DELETE.
Unlinking deployed automations
Disconnecting deployed automations from their parent instances to prevent automatic updates and preserve account-specific customizations made to child automations.
New features in version 4
Summary of major enhancements in ZoomConnect v4, including multi-site support, SMS messaging, configurable notifications, and on-demand recording.
Refreshing action fields
How to refresh dynamic action fields when the connected system updates its available input or output fields.
Default automation settings
Configure default settings for new automations including error handling, logging, and execution parameters through your account settings menu.
Listing automations using connection
View all automations that depend on a specific connection by clicking the eye icon in the connection details panel.
Shared Zoom meetings
Configure virtual classrooms across multiple Mindbody locations by ensuring teacher consistency, matching room names, aligning time zones, and maintaining separate Zoom licenses per overlapping class.
Data Storage
How automations keep state across runs — APIANT's built-in lookup-table storage and what it's for.
Protocol Thread Triggers
Server-side always-running threads that maintain persistent connections using SDKs, with two variations: Unary threads handling all data for an app, and Per-Trigger threads with one thread per active automation.
Copy-paste via clipboard
Transfer action items between automations by copying them to your system clipboard and pasting into a different browser session or tab.
Executing a subroutine
Configure and call subroutines from automation workflows by selecting the execute subroutine action, choosing a subroutine, mapping input fields, and accessing output values in subsequent steps.
Templates catalog
Set up a branded template catalog within your dedicated APIANT system to let users install pre-built automations with a single click through customizable categories and collections.
Form Triggers
Generating shareable URLs for public forms that trigger automations when submitted, with a drag-drop designer and field processing capabilities.
Move automation to a folder
Relocate automations between folders using the gear menu's Manage submenu and Move to Folder option to select a destination.
Determine if an automation is referenced
Find which automations reference another automation through execute automation or turn automation on/off System actions using the gear menu option.
Linked Accounts
Manage multiple separate APIANT accounts within a single organization by linking child accounts to a parent master account and switching between them.
Conversation memory
Conversation memory stores temporary values during a single chat session using actions to save and retrieve named data scoped to that conversation's unique identifier.
Search by field mappings (cloned)
Locate actions containing specific values in their input field mappings by searching across automation configurations.
Latch groups
Synchronization mechanism allowing parent automations to execute multiple child automations in parallel and wait for all of them to complete before continuing processing.
Turning off PMI
Disabling the Personal Meeting ID setting in Zoom to enable meeting registration and ensure unique meeting IDs for ZoomConnect integrations.
Styling a Form
Customize form appearance by adjusting control colors and corner radius, with support for light and dark modes that adapt to browser preferences.
Human interaction
Human Interaction enables triggers for form submissions and actions to create forms, await responses, and manage moderation queues within automations.
Export subroutine
Download a subroutine as a file for transfer to another system, available to users with Export permission.
Rate limits
API connections enforce limits on how frequently calls can be made to external services. Administrators can override default limits per connection to accommodate higher tier API plans or custom agreements.
External account association
Link user identities between your business system and the chat widget by appending query parameters to the embed URL or storing values in browser local storage.
Editor functionality
The automation editor includes tools for building workflows visually, with features for connecting nodes, configuring actions, and managing data flow without code.
Search by field names
Locate actions within an automation by searching for specific input field names, with navigation controls to move between matching results.
Trigger Assemblies
Mechanisms that execute automation actions when criteria are met, including polling, webhooks, scheduled time-based triggers, gated threshold triggers, protocol connections, and bulk export options.
Downloading the automation XML definition
Export an automation's XML definition through the gear menu to review field mappings and diagnose configuration issues when you have Assembly Developer permissions.
Rename a folder
Update a folder name by opening its gear menu and selecting rename, then enter the new name.
BOT - "Zoom meeting"
Automatically creates or updates Zoom meetings for a class and registers all signed-up clients. Add this BOT to resolve missing meetings or registration issues.
Copying a step number
Step numbers uniquely identify each item in an automation and can be copied to your clipboard for easy sharing and reference when troubleshooting or collaborating.
Managing stored data
Access and manage automation scope data stored in your account, including searching entries and performing row-level actions like deletion and editing.
Managing Automations
Automations enable you to connect your business processes and trigger actions across integrated platforms without manual intervention.
Manage account data
Access and search automation data stored at the account scope, with options to filter by column, sort by creation date, and perform individual row actions.
Webhook Triggers
Webhook triggers enable automations to execute immediately when third-party systems push data via webhook URLs, supporting both manually configured and API-registered webhook variations.
Templates dashboard
Central interface for creating, organizing, and publishing automation templates to a catalog, with options to control template visibility and deploy them to user accounts.
Testing actions
Run individual actions with test data in the automation editor to verify outputs and troubleshoot errors before deploying your workflow.
Manually execute an automation
Trigger polling automations on demand using Execute Now, with options for normal, test, or export execution modes to control data emission.
Multi-Factor Authentication
Secure account access by enabling time-based one-time passwords generated through authenticator apps, requiring additional verification during sign-in.
Workshops / Enrollments
Configure Zoom meeting registration for workshop enrollments in Mindbody by adjusting the last email notification check timing to ensure clients receive Zoom links before class starts.
Obtain a subroutine's UUID
Subroutines have unique identifiers that can be copied to your clipboard through a right-click context menu option for use in API calls and integrations.
Troubleshooting
Sorry, but I'm unable to write a short SEO description without any information or content to summarize.
Lookup tables
Database storage utility that enables creating, managing, and querying lookup tables for storing reference data like countries, regions, and custom information in the system.
Search by step number
Use step numbers to quickly locate specific steps in large automation diagrams by entering the number in the search field to highlight and navigate to that step.
BOTs - Reference Table
Reference table of available BOTs for ZoomConnect, including Zoom meeting, email, SMS, and recording functions with corresponding Mindbody client identifiers.
The "templates" account
Special system account used to maintain the template catalog and optionally deploy templates to user accounts, accessible via direct login or account switching.
Trigger/Action Commonality
Shared capabilities of trigger and action assemblies including API credential handling, error handling behavior, and configuration settings exposed to automation editors.
Reconnecting an account
Reestablish connections to third-party accounts that have expired or lost synchronization with the APIANT platform using the reconnection tool.
URL query parameters
Pre-populate form fields and control element visibility using URL query parameters by matching parameter names to input field names or appending _visible=false to hide elements.
Edit automation notes
Attach custom notes to automations to store information you want to reference later, accessible through the gear menu option.
Disable an item
Prevent specific automation steps from executing by disabling individual items, which appear greyed out with a disabled label in the editor.
Forms Overview
Native form functionality for automations using a drag-drop editor. Includes form triggers for public submissions and form actions with data mapping and submission awaiting.
Sharing connections with linked child accounts
Parent accounts can share connections with all linked child accounts by enabling a sharing option when viewing each connection's details.
Sign out
Account sign out removes your session and returns you to the login page, accessible via the account menu in the top right corner.
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!
Share a subroutine
How to grant other accounts access to your private subroutines using the Share option and permission controls.
Two-Way Sync
Bidirectional synchronization between systems using specialized triggers and actions that prevent infinite loops by tracking unique row identifiers and mapping data fields between applications.
Resetting an automation
Resetting an automation to its initial state and understanding how polling automations handle data processing after reset, including the first execution behavior.
Edit execution windows
Configure time windows for each day when automations are permitted to run, such as business hours or weekends, with minimum duration requirements based on polling rate.
Disabling multiple items
Prevent multiple consecutive actions from executing by selecting a range of items and disabling them together during automation runs.
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...
Switch subscription plan
Process for changing your subscription plan through the account management menu and switching to a different plan tier.
Webhook Validation
Implement custom webhook validation logic using Java JSP code in the plugin editor to authenticate incoming webhooks before processing.
Documentation notes
Notes attached to automation actions support rich text formatting with hyperlinks and images to document your workflows.
Stop sharing a subroutine
Revoke access to private subroutines by stopping sharing with all accounts at once or selectively removing specific account permissions.
Viewing connection info
Retrieve unencrypted connection details through the information icon, requiring password verification to view sensitive data for troubleshooting purposes.
Moderation Queues
Implement human review checkpoints in automations using queues where reviewers approve or deny items before processing continues, with optional scope-based routing to different reviewers.
Edit polling schedule
Modify how frequently polling automations run by changing the polling schedule through the gear menu, either by selecting a preset interval or editing a Date Time trigger.
System
System utility app providing triggers for workflow testing, stub operations, and actions to control automations and retrieve system information about apps and automation status.
Turn off upon any error
Configure automations to automatically disable when encountering errors during execution instead of remaining active.
Edit notes about an item
Add descriptive notes to automation diagram items to document their purpose and functionality using the right-click context menu.
Subroutine references
Find which automations and subroutines call a specific subroutine by accessing the References option from the catalog right-click menu.
Export an automation
Download an automation and all its dependencies as a portable file for transferring between systems or sharing with other users.
Rate Limits
Enforce request throttling across automations using named rate limiters with configurable scope levels, from single automation to entire tenant system.
Web Service
Synchronous trigger that receives input data from external systems via HTTP and returns output data back to the caller after processing the automation logic.
Viewing shared connections
Access and view app connections shared from parent accounts or system setup accounts through dedicated tabs in your connections interface.
Webhook
Webhook triggers receive incoming data payloads in JSON or XML format from external systems, automatically queuing automation execution when events occur without polling.
Embed Inline
Embed APIANT Inline in your page: backend-issued link token for end-user identity, install automation bundles by folder name, manage automation state.
Tagging a subroutine
Assign one or more tags to subroutines via right-click menu, then search and filter subroutines by their tags for easier organization and discovery.
CRMConnect: DonorPerfect → ActiveCampaign
Sync donor records and donation data from DonorPerfect to ActiveCampaign to maintain current donor visibility and automate follow-up workflows.
Update credit card
Billing card changes are made through the account management section, accessible via the profile menu at the top right of your workspace.
Snoozing automations
Pauses automation execution for a specified duration, allowing workflows like marketing drip campaigns to resume processing at a scheduled time without server overhead.
Get linked template info
Identify which production automation templates are linked to a development template using the gear menu option to query all production systems.
Editing an item's settings
Modify an item's configuration by clicking it and selecting the settings option, or by double-clicking the item to open its settings panel directly.
Linked Accounts
Manage multiple Mindbody locations by switching between a master parent account and linked child accounts using the account menu interface.
Obtain an automation's UUID
Every automation in APIANT has a unique identifier called a UUID that you can copy to your clipboard from the automation's gear menu.
Subroutines
Reusable automation logic blocks with defined inputs and outputs that reduce diagram complexity and allow shared functionality across multiple automations.
Enable an item
Re-activate a disabled automation item so it executes when the automation runs using the right-click context menu.
Update personal information
Modify your account details including name, email, and phone number through the Manage account menu in your account settings.
CRMConnect: DonorPerfect → HubSpot
Bi-directional sync automation that keeps donor profiles and donation records synchronized between DonorPerfect and HubSpot in real time.
Testing a subroutine
Execute subroutines independently by right-clicking in the catalog, entering input values, and viewing the graphical execution history instantly.
Logging
Configure debug logging for modules and subassemblies during assembly execution, enabling output to automation history or the debugger window with per-item toggle controls.
Module numbering
Modules receive automatic sequential numbers in assembly diagrams based on vertical position, enabling unique identification and reference in execution logs.
Versions
Subroutine versions track all saved iterations of a subroutine, allowing you to open previous versions or compare them with the latest version to review changes.
Enable multiple items
Activate multiple disabled items at once by selecting a range of actions and using the enable option from the context menu.
Protect an automation
Protecting automations prevents editing on production systems while allowing changes only on development environments, ensuring stability and control.
System Utilities
Built-in trigger and action capabilities available natively within the system without requiring external integrations.
Upload a logo
Upload a custom logo image to your account for use in automations, available on supported subscription plans.
Protecting output data
Restrict module output data visibility to assembly owners only, preventing other account users from viewing sensitive information in editors, logs, and debug mode.
View subscription usage
Monitor your subscription plan limits and monthly usage counts on the dashboard, with automatic email alerts when approaching or exceeding your allotted quota.
Tips and Tricks
Essential techniques for optimizing automations, including workflow design patterns, performance best practices, and practical solutions to common challenges.
View a subroutine's created and last edited dates
Access a subroutine's creation and last modified timestamps through the Properties option in the right-click context menu.
Finding mapped items
Locate all mappings from a specific trigger or action throughout your workflow using the find feature to highlight and navigate between connected items.
Publish template to production
Publish automation templates from development to production systems using gear or group menu options, selecting destination systems and tenants.
Publish template
Publishing template automations makes them available in the templates account for authorized users to organize, categorize, and share with others.
Manually pushing Mindbody orders to Shopify
Manually trigger the transfer of Mindbody orders to Shopify by selecting a date range, filtering by location and sales type, and confirming which orders to sync.
Groups
Collapse and organize related automation actions into groups to simplify workflow visuals and hide implementation details from specific users.
View execution history
View detailed execution logs for a subroutine by accessing its history from the catalog, including timestamps, status, and performance data for each run.
Trigger functionality
Exploration of what initiates automations, covering instant webhooks, polling schedules, datetime controls, and two-way sync triggers that emit data rows for processing.
CRMConnect: Mindbody → HubSpot
Turnkey bi-directional integration that syncs client profiles, 120+ custom properties, memberships, visits, sales pipelines, and appointment data between Mindbody and HubSpot.
Renaming an automation
Modify automation names using the gear menu option or by clicking the automation name directly in the list view, then confirm the change.
Keep edits for later
Keep automation edits as autosaved drafts without publishing new versions, resuming changes later when you return to edit the automation.
Two-way sync
Bidirectional automation that mirrors data changes between two systems in both directions, with sync mapping management and dashboard controls.
Mapping the Mindbody Client Home Location to a Shopify Customer Meta Field
ShopConnect automatically syncs Mindbody client home locations to a custom Shopify customer metafield, enabling location-based segmentation and reporting without manual data entry.
Your first automation
Building your first automation requires adding a trigger and an action. Start by selecting an app or system utility trigger, configure any settings, then add an action to complete the workflow.
Moving a single item
Reposition triggers horizontally and action items vertically within automation workflows using directional arrows, with confirmation prompts for ambiguous placements.
Share an automation
Enable other system account users to access and save their own copies of your automations through a shareable URL generated from the gear menu.
Tagging an automation
Apply tags to automations through the gear menu to organize and quickly search for workflows by their associated labels.
Moving multiple items
Select multiple consecutive actions using right-click options, then move them together to a new location in your workflow using the plus icon menu.
Open a trigger or action assembly
Access the assembly implementation for triggers and actions through right-click context menu if you have Assembly Developer or Switch Account permissions.
Versioning
Track automation changes across versions with automatic recording of each save. View version history, compare versions to identify differences, and restore previous automation states as needed.
Explore our documentation
Central hub for navigating APIANT documentation by subscription type or task, with quick links to account management, automation building, app connections, and platform features.
Removing a single item
Deletes individual automation items and manages field mapping references when removing triggers or actions from workflows.
View an automation's created and last edited dates
Access timestamps showing when an automation was created and when it was last modified through the details menu option.
Removing multiple items
Select a range of consecutive items by right-clicking the first and last items, then remove them all at once from the editor.
Supported functionality
APIANT Inline capabilities: domain-locked embed, backend-issued end-user identity, install automation bundles by folder name, theming, automation state management.
MailConnect: DonorPerfect → Mailchimp
Automatic integration syncing donor data from DonorPerfect to Mailchimp for segmented email campaigns and personalized nonprofit fundraising outreach.
Rename an item
Customize automation diagram items with descriptive names by clicking their text or using the right-click context menu to clarify purpose and functionality.
Replace an item
Substitute triggers or actions in automations while preserving downstream mappings when output field names match between the old and new items.
ShopConnect: Shopify → Mindbody
Turnkey e-commerce integration that syncs products, inventory, pricing, orders, customers, and services between Shopify and Mindbody with multi-location support.
Searching
Search within automations using the editor's search bar to locate matching content across your automation workflows.
What is APIANT?
APIANT is an integration platform you drive through Claude Code and the APIANT plugin. Describe the integration in plain English; Claude builds, tests, and ships it.
ZoomConnect
Automated Zoom meeting creation, attendance tracking, and email/SMS notifications for Mindbody virtual classes, enrollments, and appointments.
Shared App Connections
Sharing one connection from a parent account across all of a multi-location customer's linked child accounts — keeps config simple and applies one rate-limit budget across every location.
Templates & Template Deployment
Pre-built automation logic that can be deployed and reused across multiple accounts while maintaining a single source of truth for updates.
Assembly Editor
Visual drag-and-drop editor for building automations, API endpoints, batch jobs, and widgets by connecting app integrations, triggers, and actions into assembly diagrams.
Automation Editor
Build and manage sophisticated automation workflows with a visual editor that connects triggers, actions, and conditions to orchestrate complex business processes.
APIANT Inline
APIANT Inline lets a host page install prebuilt automation bundles into an end-user's APIANT account directly from the host's UI, without sending the user to APIANT's full editor.
Alert Mappings
Alert mappings generate descriptive messages in email reports when triggers, actions, or automations fail, configurable at trigger/action, automation, or system level.
Keyvalue Storage
Generic database storage mechanism organized in a five-level hierarchy of scopes, key groups, keys, value names, and values with modules for inserting, retrieving, and deleting data.