Tagged: crm
29 documents
clear filterPush 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.
Version 1.26 Enhancements
Version 1.26 introduces automatic syncing of next appointment properties from Cliniko to HubSpot, including date, time, category, and practitioner details, updating whenever appointments are created, modified, canceled, or archived.
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.
Refreshing trigger fields
Reloading dynamic output fields from your connected systems when new custom fields are added to triggers.
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.
CRMConnect: Mindbody → HighLevel
Turnkey bi-directional integration that syncs client profiles, memberships, visits, sales, and 140+ custom fields between Mindbody and HighLevel CRM in real time.
Concurrency
Configure how many instances of an automation can run simultaneously, controlling parallel execution for webhook triggers and execution chains.
Version 1.29 Enhancements
New appointment sync range controls, custom HubSpot deal naming from Cliniko data, business display name options, and expanded field mappings including pronouns and appointment notes.
Automations
Foundational concepts for the APIANT automation platform, including automations, triggers, actions, apps, and the automation editor used to build workflows.
Version 1.30 Enhancements
Multi-brand HubSpot organizations can now route synced Cliniko data to specific business units using new integration settings that enable accurate brand-based data assignment.
Turn off filtered data row recording
Configure whether filtered data rows from trigger filters are recorded in automation history for searchability and storage optimization.
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.
Refreshing action fields
How to refresh dynamic action fields when the connected system updates its available input or output fields.
CRMConnect: Cliniko → ActiveCampaign
Automates patient data synchronization from Cliniko to ActiveCampaign, including appointments, invoices, and engagement tags, enabling targeted communications and real-time record updates for healthcare practices.
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.
CRMConnect: Cliniko → Salesforce
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: Cliniko → Salesforce (cloned)
Bi-directional sync between Cliniko and Salesforce that syncs client profiles, appointments, visits, memberships, and contracts with matching rules to accurately connect clients across systems.
CRMConnect: DonorPerfect → ActiveCampaign
Sync donor records and donation data from DonorPerfect to ActiveCampaign to maintain current donor visibility and automate follow-up workflows.
CRMConnect: DonorPerfect → HubSpot
Bi-directional sync automation that keeps donor profiles and donation records synchronized between DonorPerfect and HubSpot in real time.
CRMConnect: DonorPerfect → Keap
Turnkey integration that syncs donor information and donation data from DonorPerfect into Keap, providing real-time visibility into donor records and giving history.
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.
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.
Two-way sync
Bidirectional automation that mirrors data changes between two systems in both directions, with sync mapping management and dashboard controls.
CRMConnect: Mindbody → Keap
Turnkey bi-directional integration that syncs client profiles, appointments, sales data, memberships, and consultation tags between Mindbody and Keap in real time.
CRMConnect: Mindbody → Klaviyo
Turnkey one-way integration that syncs client profiles, class bookings, appointments, visits, purchases, and membership data from Mindbody into Klaviyo for behavioral email and SMS marketing.
CRMConnect: Mindbody → Zoho CRM
Turnkey bi-directional integration that syncs client profiles, appointments, memberships, contracts, purchases, and client services between Mindbody and Zoho CRM with custom object mapping.
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.
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.