Tagged: messaging
94 documents
clear filterArray Data
Configure forms to receive and display array data by mapping arrays to multi-input containers with line items that render each element.
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.
Cancellation emails
Configure whether cancellation emails are sent to clients when they cancel class or workshop bookings, with customizable content per event.
Email & SMS
Configure email and SMS channels, set up delivery credentials, manage templates, and establish communication settings across your APIANT integration workflows.
Looking for solutions to common email problems? Check out our helpful articles, packed with guidance on troubleshooting and resolving email issues. From dealing with spam to fixing delivery errors, we've got you covered!
Adding a Licensed User
Steps to add paid Zoom users to your main account and assign them host licenses so they can be connected to your ZoomConnect integration.
Client can't find email in Gmail Inbox
Troubleshooting missing emails in Gmail by checking the All Mail folder and implementing filters to ensure future messages arrive in the Inbox.
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.
More Info
Explains how Mindbody workshops differ from classes due to missing webhook notifications, affecting Zoom meeting creation and email timing for late signups.
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.
01 - New client (instant) In Mindbody → _zapier
Triggers instantly when a new client is created in Mindbody, providing detailed personal information, contact details, site data, and communication preferences for downstream automation.
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.
Automation Alert Reports
Configure how and when APIANT sends you alert reports for automation errors, including frequency settings and recipient email addresses.
Alert email options
Configure email alert notifications for automation timeouts and processing errors, including options to disable alerts and manage suppressed alert types.
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.
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.
Email & SMS
Communication channels for sending transactional and marketing messages to contacts via email and SMS with templates, scheduling, and delivery tracking.
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.
Email Customization - Detailed
Modify every text element in automated join link emails including greetings, disclaimers, contact information, and meeting details to match your branding and communication style.
01B - Updated client (instant) In Mindbody → _zapier
Webhook trigger that fires when a client profile is updated in Mindbody, providing comprehensive details including personal information, contact data, membership status, and communication preferences.
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.
Reference Table
Complete reference guide for APIANT integration settings including general configuration options like class booking behavior, color customization, contact information, date formatting, and other platform parameters.
Send late sign-ups join link email
Control the time window for sending Zoom join links to late sign-ups after a class has started, configurable in hours.
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.
Notify when done
Email notifications alert you when an automation execution finishes, with a link to view the completed processing history details.
Send recording to a client
Automatically send Zoom recording links to clients booked in completed classes when the post-recording email setting is enabled.
01C - Deactivated client (instant) In Mindbody → _zapier
Triggers when a client is deactivated in Mindbody, providing their complete profile data including personal details, contact information, membership status, and site history at deactivation.
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.
Email Customization - Simple
Add custom text blocks to client and instructor Zoom email notifications, including join links, cancellations, and recording links using a built-in editor with HTML support.
Searching the list
Find automations by name, number, tag, implementation content, or execution history data using the dashboard search feature.
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.
Forgot password
Password recovery process for resetting forgotten account passwords via email link sent to your registered email address.
File
Creates temporary files on the server with specified text content and generates accessible URLs for use in other workflow actions.
Finding Zoom meetings
Multiple Zoom accounts create meetings in their respective mapped accounts, requiring you to select the correct user email and view that user's meeting link rather than the main account's meetings.
Participant reports
Zoom meeting participant reports deliver attendee data via email in HTML and CSV formats, with basic details or advanced metrics including join times, duration, and attendance information.
01D - Updated client (fetch) In Mindbody → _zapier
Trigger fires every 15 minutes when client information updates in Mindbody through scheduled data fetch, capturing membership status and personal details with higher accuracy than real-time updates.
Turn off filtered data row recording
Configure whether filtered data rows from trigger filters are recorded in automation history for searchability and storage optimization.
Send recording to a no-show
Configure ZoomConnect to send recording links to no-show clients who did not attend the Zoom meeting alongside existing options for booked or actual attendees.
Send recording to instructor
Automatically email Zoom recording links to class instructors by enabling the ZoomConnect Email setting.
Email Delivery Report
Tracks email delivery status for messages sent through APIANT, including whether emails were delivered and opened by recipients, with approximately 15-minute reporting delays from email providers.
02 - New class booking (instant) In Mindbody → _zapier
Captures detailed client, class, and booking information whenever a new class booking is created in Mindbody, including client profile data, class scheduling, and pass details.
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.
New features in version 4
Summary of major enhancements in ZoomConnect v4, including multi-site support, SMS messaging, configurable notifications, and on-demand recording.
BOT - "Send SMS"
Trigger SMS messages with Zoom join links to class participants by adding the Send SMS bot to a Mindbody class, which overrides other SMS notification settings.
02B - Updated Class Booking (Instant) - Mindbody → Zapier
Webhook that fires instantly when a class booking status changes in Mindbody, delivering class details, client information, and sign-in updates to trigger Zapier automations.
Send start link to APIANT account email
Send the instructor's Zoom meeting start link to your APIANT account email by enabling a ZoomConnect email setting.
Tenants and Linked Accounts
Multi-tenant architecture allowing a single server to host multiple isolated organizations with separate databases and user accounts, plus the ability to link child accounts to parent accounts within a tenant.
Reconnect your Zoom account
Process for reestablishing your Zoom account connection in APIANT, including authorization steps and post-reconnection actions like refreshing meeting lists.
Emailing recording links
Configure APIANT to automatically email Zoom recording links to participants after meetings complete, with required Zoom account settings and integration options.
BOTs - Reference Table
Reference table of available BOTs for ZoomConnect, including Zoom meeting, email, SMS, and recording functions with corresponding Mindbody client identifiers.
Contact APIANT support
How to reach APIANT support — support tickets and technical issues, general account questions, billing inquiries, and automated alerts — through the right channel.
Handling Customer Data Between Shopify and Mindbody
Explains how customer data syncs between Shopify and Mindbody during order processing, including prerequisites, matching logic, handling missing email addresses, and subscription plan requirements.
SMS text messages
Sending Zoom join links via SMS text messages to clients as automatic reminders or on-demand through bots, with provider setup and client notification preferences.
Resend a Zoom meeting join link
Resend Zoom meeting join links to registered attendees individually or in bulk using the registration information panel or by copying confirmation emails.
Trigger/Action Commonality
Shared capabilities of trigger and action assemblies including API credential handling, error handling behavior, and configuration settings exposed to automation editors.
02C - Cancelled Class Booking (Instant) - Mindbody → Zapier
Triggered when a class booking is cancelled in Mindbody, this event delivers comprehensive details about the cancelled session, client information, instructor data, and location context for immediate Zapier automation.
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.
Publishing content to production
Process for deploying assemblies and modules from development to production systems, including selecting destination systems and tenants with automatic account mapping.
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.
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.
03 - New appointment booking (instant) In Mindbody → _zapier
Triggers when a new appointment booking is created in Mindbody, providing comprehensive details including appointment times, client information, assigned provider, location, and any associated resources or notes.
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!
Sending Zoom cloud recordings
Email your clients with direct links to their Zoom cloud recordings using APIANT's automated workflow tools for seamless distribution.
Turn off upon any error
Configure automations to automatically disable when encountering errors during execution instead of remaining active.
03B - Update appointment booking (instant) In Mindbody → _zapier
Appointment booking update event in Mindbody triggered when an existing appointment is modified, providing full details about time changes, client information, staff assignment, and appointment status.
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.
03C - Cancelled appointment booking (instant) In Mindbody → _zapier
Webhook event triggered when an appointment booking is cancelled in Mindbody, delivering instant updates to Zapier workflows with complete appointment, client, and location details.
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.
Tenants and Linked Accounts
Multi-tenant architecture allowing a single server to host multiple isolated organizations with separate databases and user accounts, plus the ability to link child accounts to parent accounts within a tenant.
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.
04 - New sale (instant) In Mindbody → _zapier
Triggers when a sale completes in Mindbody, providing client information, transaction details, items purchased, payment amounts, and sale metadata.
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.
Update personal information
Modify your account details including name, email, and phone number through the Manage account menu in your account settings.
04B - New sale line item (instant) In Mindbody → _zapier
Webhook event triggered instantly when a new sale is recorded in Mindbody, providing comprehensive details about the client, transaction, purchased items, and payment information for downstream automation.
04C - New sale itemized payment (instant) In Mindbody → _zapier
Triggers when a new sale is recorded in Mindbody, providing client details, transaction information, itemized payment data, and staff member responsible for the sale.
05 - New client contract (instant) In Mindbody → _zapier
Instant webhook trigger that fires when a new client contract is created in Mindbody, providing contract details, client information, and sales data for downstream automation.
Managing the Sending of the Mindbody Password Reset Email
Control whether ShopConnect automatically sends password reset emails to new Mindbody clients created from Shopify purchases, enabling faster account setup and login access.
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.
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.
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.
05C - Cancelled client contract (instant) In Mindbody → _zapier
Webhook event triggered when a client membership assignment is created in Mindbody, delivering complete client profile data, contact information, and communication preferences for integration workflows.
Selling on Shopify Without Mindbody Payment Processing: The Buy-First, Book-Second Journey
For ShopConnect accounts that sell on Shopify without Mindbody payment processing: how to over-communicate across Shopify and Mindbody emails so customers who buy in Shopify know to log in and book in Mindbody as a second step.
06 - New Membership (Instant) - Mindbody → Zapier
Triggers when a new membership is assigned to a client in Mindbody, providing membership details, client information, contact preferences, and liability status for downstream automation.
06B - Cancelled membership (instant) In Mindbody → _zapier
Webhook event triggered when a client membership assignment is created in Mindbody, containing client details, contact information, address, and communication preferences.
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.
MailConnect: DonorPerfect → Mailchimp
Automatic integration syncing donor data from DonorPerfect to Mailchimp for segmented email campaigns and personalized nonprofit fundraising outreach.
ShopConnect Error Alert Reporting
ShopConnect error alerts notify you of sync issues between Mindbody and Shopify with detailed problem descriptions and resolution steps sent to your configured admin email address.
Replace an item
Substitute triggers or actions in automations while preserving downstream mappings when output field names match between the old and new items.
Shopify Collaborator Access
Collaborator access grants APIANT temporary Shopify store access for integration setup and troubleshooting without sharing owner credentials.
09 - _zapier → Mindbody client (instant)
Sync Mindbody client profile data including personal details, contact information, membership status, account balance, alerts, and preferences to Zapier instantly when client records are created or updated.
Assembly Development Cycle
Assembly developers submit work for review to designated reviewers, receive feedback via email with annotations, and iterate on changes through a structured review workflow.
Alert Mappings
Alert mappings generate descriptive messages in email reports when triggers, actions, or automations fail, configurable at trigger/action, automation, or system level.