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GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#subroutines
GuidePlatform UI (Fallback)

Date/Time Triggers

Schedule automation workflows to execute at specific dates and times or on recurring intervals such as hourly, daily, or weekly schedules.

#api#assembly#triggers#modules
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#messaging
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#forms
GuidePlatform UI (Fallback)

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.

#automation#assembly#triggers#actions#troubleshooting#account#modules
GuidePlatform UI (Fallback)

Test Account Selection

Control which connected service account runs during testing by selecting from a dropdown when multiple accounts are configured for an app.

#api#assembly#triggers#actions#account
GuideAPI Apps

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.

#activecampaign#cliniko#automation#triggers#sync#crm#forms#messaging#crmconnect
GuidePlatform UI (Fallback)

Refreshing trigger fields

Reloading dynamic output fields from your connected systems when new custom fields are added to triggers.

#automation#triggers#actions#crm
ChangelogAPI Apps

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.

#hubspot#cliniko#triggers#sync#crm#crmconnect
TutorialAPI Apps

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.

#mindbody#activecampaign#automation#triggers#sync#crm#forms#messaging#crmconnect
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions
GuidePlatform UI (Fallback)

App Assemblies

App assemblies handle user credential collection and validation for API integrations, supporting patterns like no authentication, user-entered credentials, and OAuth workflows.

#api#assembly#triggers#actions#account#modules
GuidePlatform UI (Fallback)

Date Time

The Date Time system utility provides triggers to schedule when automations execute and actions to pause or snooze automation processing.

#automation#triggers#actions
GuidePlatform UI (Fallback)

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.

#automation#triggers#ai-chatbot#messaging
GuidePlatform UI (Fallback)

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.

#api#automation#assembly#triggers#modules
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

Trigger filters

Configure trigger filters to selectively process data rows based on field values and criteria, combining multiple rules with AND and OR logic.

#automation#triggers
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions
GuidePlatform UI (Fallback)

Manual execution

Triggering automations manually from the dashboard using the play button icon, selecting execution mode, and monitoring processing results in the history screen.

#automation#triggers
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions
GuidePlatform UI (Fallback)

Automations

Foundational concepts for the APIANT automation platform, including automations, triggers, actions, apps, and the automation editor used to build workflows.

#hubspot#webhooks#automation#assembly#triggers#actions#crm#subroutines
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#forms
GuidePlatform UI (Fallback)

Concurrency

Configure how many instances of an automation can run simultaneously, controlling parallel execution for webhook triggers and execution chains.

#webhooks#api#automation#triggers#actions#crm
GuidePlatform UI (Fallback)

Gated Triggers

Gated triggers fire once when threshold criteria are met, then reset only after the condition reverses. Configure thresholds and conditions using the Trigger (Gated) module.

#api#assembly#triggers#modules
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions
GuidePlatform UI (Fallback)

Feed

Monitor RSS, Atom, and RDF news feeds with triggers, or create custom feeds using automation to aggregate and filter content.

#automation#triggers#actions
GuideAPI Apps

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.

#mindbody#zapier#webhooks#api#automation#triggers#account#appconnect
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#forms
GuidePlatform UI (Fallback)

Graphical history view

Visual representation of how a single data row flows through triggers and actions, with color coding showing execution status and errors.

#automation#triggers#actions
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#ai-chatbot#messaging
GuidePlatform UI (Fallback)

Viewing input/output

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

#automation#triggers#actions
GuidePlatform UI (Fallback)

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.

#api#automation#assembly#triggers#actions#subroutines#modules
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

Subassemblies

Reusable assembly diagrams with defined inputs and outputs that can be nested within other diagrams to reduce complexity and promote functionality reuse.

#assembly#triggers#actions#forms#modules
GuidePlatform UI (Fallback)

Searching the list

Find automations by name, number, tag, implementation content, or execution history data using the dashboard search feature.

#automation#triggers#actions#messaging
GuidePlatform UI (Fallback)

Trigger settings

Configure how triggers function using their settings, including selecting app connections and creating new ones to fetch data from external applications.

#automation#triggers#account
API ReferencePlatform UI (Fallback)

API Integrations

Build apps, triggers, and actions by creating assemblies in the Assembly Editor that control automation execution, configuration, and error handling.

#api#automation#assembly#triggers#actions#modules
GuidePlatform UI (Fallback)

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.

#automation#assembly#triggers#actions#troubleshooting#modules
GuidePlatform UI (Fallback)

Building Automations

Build automated workflows by connecting triggers to actions in APIANT's low-code automation editor. Learn workflow structure, configuration, and execution.

#automation#triggers#actions
GuidePlatform UI (Fallback)

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.

#api#automation#triggers#actions#ai-chatbot
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

Field mappings

Connect action input fields to dynamic data from triggers and previous actions using field mapping, with search and full-screen editing capabilities.

#automation#triggers#actions
GuidePlatform UI (Fallback)

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.

#webhooks#api#automation#assembly#triggers
GuidePlatform UI (Fallback)

Settings annotations

Control which trigger and action settings display to end users during template deployment and initial automation configuration, with optional annotation text.

#automation#triggers#actions#account#deployment#builders
GuidePlatform UI (Fallback)

Integration Decision Trees

Visual flowcharts for determining which app, action, and trigger assembly types to use when building APIANT integrations.

#webhooks#api#assembly#triggers#actions
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#troubleshooting
GuidePlatform UI (Fallback)

Turn off filtered data row recording

Configure whether filtered data rows from trigger filters are recorded in automation history for searchability and storage optimization.

#automation#triggers#crm#messaging
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#account#modules
GuidePlatform UI (Fallback)

Form Triggers

Generating shareable URLs for public forms that trigger automations when submitted, with a drag-drop designer and field processing capabilities.

#automation#triggers#actions#forms
GuideAPI Apps

Guide to manually syncing Inventory with Mindbody Products with Shopify Products

Manually triggering inventory syncs from Mindbody to Shopify by editing product details, since manual inventory changes don't automatically trigger updates in Shopify.

#mindbody#shopify#webhooks#api#triggers#sync#shopconnect
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuideAPI Apps

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.

#mindbody#zoom#triggers#messaging#zoomconnect
GuidePlatform UI (Fallback)

Service Accounts

Service accounts in the assembly editor group multiple API connections under a single named context so credentials can be rotated or scoped without touching each module individually.

#api#assembly#triggers#actions#troubleshooting#account#modules
GuidePlatform UI (Fallback)

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.

#api#automation#assembly#triggers#actions#crm
GuidePlatform UI (Fallback)

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.

#webhooks#api#automation#assembly#triggers#forms#account#modules
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

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.

#webhooks#api#automation#assembly#triggers#actions#account#modules
GuidePlatform UI (Fallback)

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.

#webhooks#api#automation#assembly#triggers#actions
GuidePlatform UI (Fallback)

Human interaction

Human Interaction enables triggers for form submissions and actions to create forms, await responses, and manage moderation queues within automations.

#automation#triggers#actions#forms
GuideAPI Apps

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.

#zoom#automation#triggers#account#zoomconnect
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#forms#messaging
GuidePlatform UI (Fallback)

Trigger/Action Commonality

Shared capabilities of trigger and action assemblies including API credential handling, error handling behavior, and configuration settings exposed to automation editors.

#api#automation#assembly#triggers#actions#account#messaging#modules
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
API ReferenceAPI Apps

BOTs - Reference Table

Reference table of available BOTs for ZoomConnect, including Zoom meeting, email, SMS, and recording functions with corresponding Mindbody client identifiers.

#mindbody#zoom#automation#triggers#messaging#zoomconnect
GuidePlatform UI (Fallback)

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.

#webhooks#automation#triggers
GuidePlatform UI (Fallback)

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.

#donorperfect#mailchimp#webhooks#api#automation#assembly#triggers#actions#sync#messaging#modules
GuidePlatform UI (Fallback)

Replace one assembly with another

Substitute an assembly's implementation with another assembly of the same type, using the latest version of the source assembly.

#assembly#triggers#actions
GuidePlatform UI (Fallback)

MCP Tools

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

#automation#triggers#actions#mcp
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuideAPI Apps

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.

#hubspot#cliniko#triggers#sync#crm#account#crmconnect
GuidePlatform UI (Fallback)

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.

#automation#triggers
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#account#messaging#appconnect
GuidePlatform UI (Fallback)

Rate Limits

Enforce request throttling across automations using named rate limiters with configurable scope levels, from single automation to entire tenant system.

#api#automation#triggers#actions#account
GuidePlatform UI (Fallback)

Export an automation

Download an automation and all its dependencies as a portable file for transferring between systems or sharing with other users.

#automation#triggers#actions#account#modules
GuidePlatform UI (Fallback)

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.

#webhooks#automation#assembly#triggers#actions
GuidePlatform UI (Fallback)

Webhook

Webhook triggers receive incoming data payloads in JSON or XML format from external systems, automatically queuing automation execution when events occur without polling.

#webhooks#automation#triggers#actions
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#actions#account#messaging#appconnect
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#actions#account#messaging#appconnect
GuidePlatform UI (Fallback)

System Utilities

Built-in trigger and action capabilities available natively within the system without requiring external integrations.

#automation#triggers#actions
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#actions#account#messaging#appconnect
GuidePlatform UI (Fallback)

Publish template to production

Publish automation templates from development to production systems using gear or group menu options, selecting destination systems and tenants.

#automation#triggers#actions#account#modules
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

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.

#webhooks#automation#triggers#actions#sync#crm
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

Two-way sync

Bidirectional automation that mirrors data changes between two systems in both directions, with sync mapping management and dashboard controls.

#automation#triggers#sync#crm
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
GuidePlatform UI (Fallback)

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.

#automation#triggers#actions#forms#account
GuidePlatform UI (Fallback)

Moving a single item

Reposition triggers horizontally and action items vertically within automation workflows using directional arrows, with confirmation prompts for ambiguous placements.

#automation#triggers#actions
API ReferenceAPI Apps

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.

#mindbody#zapier#triggers#messaging#appconnect
API ReferenceAPI Apps

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

Triggers instantly when a new class schedule is created in Mindbody, providing details about timing, location, instructor assignments, and capacity limits for automated workflow management.

#mindbody#zapier#triggers#appconnect
API ReferenceAPI Apps

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

Captures real-time updates to Mindbody classes, including timing, instructor, location, and availability details, enabling instant automation of scheduling changes and notifications.

#mindbody#zapier#triggers#appconnect
GuidePlatform UI (Fallback)

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.

#automation#assembly#triggers#actions#account
API ReferenceAPI Apps

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

Mindbody sends this trigger when an existing class schedule is updated, providing details about timing, location, instructor assignments, and capacity limits for automated scheduling workflows.

#mindbody#zapier#triggers#appconnect
Guide

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.

#mindbody#hubspot#shopify#zoom#donorperfect#mailchimp#automation#assembly#triggers#actions#crm#forms#account
GuidePlatform UI (Fallback)

Removing a single item

Deletes individual automation items and manages field mapping references when removing triggers or actions from workflows.

#automation#triggers#actions
GuideAPI Apps

Retrying orders from Shopify → Mindbody

Resync failed Shopify orders to Mindbody by applying the retry tag to individual orders or multiple orders at once using the bulk action menu.

#mindbody#shopify#triggers#sync#shopconnect
API ReferenceAPI Apps

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

Trigger fired instantly when a class schedule is cancelled in Mindbody, providing class details and business identification for automated workflow actions.

#mindbody#zapier#triggers#appconnect
API ReferenceAPI Apps

08 - New location (instant) In Mindbody → _zapier

Mindbody location creation trigger that instantly sends location data including address, contact details, geolocation coordinates, and tax rates to Zapier when a new location is created.

#mindbody#zapier#triggers#appconnect
GuidePlatform UI (Fallback)

Replace an item

Substitute triggers or actions in automations while preserving downstream mappings when output field names match between the old and new items.

#automation#triggers#actions#messaging
API ReferenceAPI Apps

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

Mindbody location updates instantly trigger this event, delivering complete location details including address, contact information, geolocation coordinates, and tax settings to Zapier workflows.

#mindbody#zapier#triggers#appconnect
API ReferenceAPI Apps

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

Deactivated location event triggers instantly when a location is removed in Mindbody, providing details like address, contact information, and tax settings for automation workflows.

#mindbody#zapier#triggers#appconnect
Guide

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.

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

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

How Mindbody product and pricing option changes trigger Shopify updates in ShopConnect, including sync settings and when changes propagate in each direction.

#mindbody#shopify#triggers#sync#shopconnect
GuidePlatform

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.

#automation#triggers#actions#account#builders
GuidePlatform UI (Fallback)

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#assembly#triggers#actions
GuidePlatform UI (Fallback)

Automation Editor

Build and manage sophisticated automation workflows with a visual editor that connects triggers, actions, and conditions to orchestrate complex business processes.

#automation#assembly#triggers#actions
GuidePlatform UI (Fallback)

Alert Mappings

Alert mappings generate descriptive messages in email reports when triggers, actions, or automations fail, configurable at trigger/action, automation, or system level.

#api#automation#triggers#actions#account#messaging
GuidePlatform UI (Fallback)

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.

#automation#assembly#triggers#actions#account#modules