Tagged: triggers

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:

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"

Version 1.26 Enhancements

**Feature Overview**

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,

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

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

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.

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

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

Date/Time Triggers

Learn how to use date/time triggers to activate functions at specific dates or times in this comprehensive document. Discover how the Trigger on Date Time module enables you to define the schedule, while Parameter modules allow users to customize it to th

01 - New client (instant) In Mindbody → _zapier

This event triggers when a new client is created in Mindbody

Push ActiveCampaign Contacts ➜ Cliniko Patients

Trigger filters

Learn how to effectively apply trigger filters in order to selectively process data rows based on specified criteria. Discover how to define trigger filters by selecting a trigger-emitted data field, setting the desired criteria, and entering a value, if

Building an AI chatbot

This is the simplest AI-powered chatbot automation:

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

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

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

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

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

01B - Updated client (instant) In Mindbody → _zapier

This event triggers when a client’s information is updated in Mindbody

Export Triggers

Learn about export triggers, which allow you to perform bulk data exports from one system to another. These triggers fetch API data in a paginated manner, ensuring all data is retrieved. While export automations can only be initiated manually with no on/o

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

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

Manual execution

Learn how to manually execute automations without an instant trigger by using the "play button" icon on the dashboard. Understand that while the automation may be delayed due to system load, the processing status can be tracked on the processing history s

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

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

Gated Triggers

Learn how gated triggers work and how they can be easily implemented for specific threshold criteria. Discover how to configure the threshold value using the Trigger (Gated) and Parameter modules, enabling the trigger to fire only once when the desired co

01C - Deactivated client (instant) In Mindbody → _zapier

This event triggers when a client is deactivated in Mindbody

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.

Trigger settings

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

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.

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.

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

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

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

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

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

Chatbot goal automations

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

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

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

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

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

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

Polling Triggers

Learn how to use polling triggers to periodically check an API for new or updated data in this informative document. Discover why webhooks are preferred, but when they're not available, polling triggers can be a useful alternative. However, be aware that

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

Turn off filtered data row recording

Learn how to optimize storage space and improve search performance in your system by unchecking the option to record filtered records. Discover the benefits and considerations of this feature to efficiently manage large amounts of data and ensure effectiv

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

01D - Updated client (fetch) In Mindbody → _zapier

This event triggers when a client’s information is updated in Mindbody via a scheduled data fetch, which runs every **15 minutes**

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

Chatbot tool automations

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

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,

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

Guide to manually syncing Inventory with Mindbody Products with Shopify Products

Learn how to update inventory manually in Mindbody and sync it with Shopify. Discover how the ShopConnect daily sync process can push manual inventory updates from Mindbody to Shopify. Understand the exceptions for new products and synced Mindbody product

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

02 - New class booking (instant) In Mindbody → _zapier

This event triggers when a new class booking is created in Mindbody

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

Protocol Thread Triggers

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

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

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

BOT - "Send SMS"

Learn how to use the new "Send SMS" feature in version 4 to send SMS text messages to your Mindbody class clients. Discover how to add the "Send SMS" BOT, override SMS notification settings, and manually remove the BOT if necessary. Find out how clients w

02B - Updated Class Booking (Instant) - Mindbody → Zapier

This event triggers when a class booking status is updated in Mindbody

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

BOT - "Zoom meeting"

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

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

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

Manually execute an automation

Learn how to manually execute a polling automation in this document. Discover how to open the gear menu and select "Execute Now", and understand the limitations for automations with webhook instant triggers. Choose between Normal, Test, or Export mode to

BOTs - Reference Table

Looking for available BOTs for ZoomConnect? This comprehensive document lists all the BOTs and their functions, including Zoom Meeting, Send Client Emails, Send Instructor Email, Send Recording Attendees, and more. Each BOT serves a specific purpose, whet

02C - Cancelled Class Booking (Instant) - Mindbody → Zapier

This event triggers when a class booking is **cancelled** in Mindbody

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

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

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

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...

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

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

03 - New appointment booking (instant) In Mindbody → _zapier

This event triggers when a new **appointment booking** is created in Mindbody

Edit polling schedule

Learn how to edit the polling schedule for polling automations in this document. Discover how to select a new schedule from a list if the automation lacks a Date Time trigger, or adjust and change triggers using the automation editor if it does. Ensure a

03B - Update appointment booking (instant) In Mindbody → _zapier

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

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

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.

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

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

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

Rate Limits

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

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

04 - New sale (instant) In Mindbody → _zapier

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

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

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

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

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

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

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

05 - New client contract (instant) In Mindbody → _zapier

This event triggers when a **new client contract** is created in Mindbody

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

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

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

05C - Cancelled client contract (instant) In Mindbody → _zapier

This event triggers when a **client membership assignment** is created in Mindbody

06 - New Membership (Instant) - Mindbody → Zapier

This event triggers when a **new membership is assigned** to a client in Mindbody

Two-way sync

Learn how to implement two-way sync, or bidirectional sync, to mirror data between two systems. Discover how triggers and automations can be connected to create efficient sync automations. Understand the importance of data conversions, especially with dat

06B - Cancelled membership (instant) In Mindbody → _zapier

This event triggers when a **client membership assignment** is created in Mindbody

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.

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

07 - New class schedule (instant) In Mindbody → _zapier

This event triggers when a **new class schedule** is created in Mindbody

07B - Class updated (instant) In Mindbody → _zapier

This event triggers when an **existing class is updated** in Mindbody

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

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

07C - Updated class schedule (instant) In Mindbody → _zapier

This event triggers when an **existing class schedule is updated** in Mindbody

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

07D - Cancelled class schedule (instant) In Mindbody → _zapier

This event triggers when a **class schedule is cancelled** in Mindbody

Retrying orders from Shopify → Mindbody

Learn how to retry a failed order sync from Shopify to Mindbody. Add the tag "retry" to the order, select multiple orders, and click the 3 dots to add the tag. Remember that retrying synced orders will duplicate them in Mindbody, but the "retry" tag will

08 - New location (instant) In Mindbody → _zapier

This event triggers when a **new location** is created in Mindbody

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

08B - Updated location (instant) In Mindbody → _zapier

This event triggers when a **updated location** is created in Mindbody

08C - Deactivated location (instant) In Mindbody → _zapier

This event triggers when a **deactivated location** is created in Mindbody

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

Understanding Triggers and Settings for Product and Pricing Option Updates in ShopConnect

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