Items in an automation diagram can have notes, to help better describe their purpose and functionality.

To edit notes for an item, right-click on the item and choose the Notes option:

Enter notes about the item and click the OK button:

The notes appear with a yellow background underneath the item:

You can edit existing notes by simply clicking on the yellow note text.

Learn how to add and edit notes in an automation diagram. Follow our step-by-step guide on how to access the "Notes" option, enter new notes, and edit existing ones. Enhance your understanding of item purpose and functionality with this easy note-taking f

Documentation notes

Edit notes about an item

Editing an item's settings

APIANT

Explore our documentation

Contact APIANT support

What is APIANT?

Key Concepts

Change password

Close account

Configure your timezone

Forgot password

Linked Accounts

Manage account data

Multi-Factor Authentication

Sign out

Switch subscription plan

Update credit card

Update personal information

Upload a logo

View subscription usage

Account Management

Dashboard

Gear Menu

Processing History

Execution management

Managing Automations

Adding an app connection

Disconnecting an app account

Editing connection notes

Finding a connected app

Listing automations using connection

Rate limits

Reconnecting an account

Viewing connection info

Sharing connections with linked child accounts

Viewing shared connections

App Connections

Your first automation

Editor functionality

Trigger functionality

Action functionality

Data Transforms

Forms Overview

Moderation Queues

Rate Limits

Snoozing automations

Subroutines

System Utilities

Two-way sync

Datafiles

Default automation settings

AI chatbots

MCP Tools

Tips and Tricks

Building Automations

Alert Mappings

Automation Alert Reports

Troubleshooting

Automation Editor

Feature requests

CalendarConnect: Calendly → Mindbody

CRMConnect v3.6 – International Phone Number Formatting (Mindbody → HubSpot)

CRMConnect: Mindbody → HubSpot

CRMConnect: Mindbody and ActiveCampaign Integration - How to Add or Update a MINDBODY Client from ActiveCampaign

CRMConnect: Mindbody and ActiveCampaign Integration - Introducing Next Class & Appointment Updates

CRMConnect: Mindbody → ActiveCampaign

Version 1.30 Enhancements

Version 1.29 Enhancements

Version 1.26 Enhancements

CRMConnect: Cliniko → HubSpot

 Push ActiveCampaign Contacts ➜ Cliniko Patients

CRMConnect: Cliniko → ActiveCampaign

CRMConnect: DonorPerfect → HubSpot

CRMConnect: DonorPerfect → ActiveCampaign

MailConnect: DonorPerfect → Mailchimp

ShopConnect Release Information

Shopify Collaborator Access

ShopConnect Settings

Managing Retail Product Variants and Sync Behavior in ShopConnect

Sync Products

How to tag products in Shopify to prevent sync during sales sent to Mindbody

Refreshing Product sync list when using the setting 'Fetch products Sellable Online Only'

Using the 'Create New Products in Shopify' Setting

Guide to manually syncing Inventory with Mindbody Products with Shopify Products

Update Price for Mindbody Services from Shopify

Syncing Mindbody Services with Shopify: Auto Sync and Manual Setup Options

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

How to Enable Shopify Refund Notifications with Mindbody Contact Logs

Retrying orders from Shopify → Mindbody

Post Shopify Sales with Services to the Mindbody Online Store

Guide to manually syncing Mindbody Packages with Shopify Products

Managing the Sending of the Mindbody Password Reset Email

Enhanced Mindbody Sales Processing with Tax Handling Improvements

Mapping the Mindbody Client Home Location to a Shopify Customer Meta Field

Handling Customer Data Between Shopify and Mindbody

Comprehensive Guide on Handling Orders Without Customer Data Sync in ShopConnect and Mindbody Integration

Integrating Mindbody Gift Cards with Shopify Using ShopConnect

Features that are not supported in ShopConnect

ShopConnect Error Alert Reporting

ShopConnect: Shopify → Mindbody

01 - New client (instant) In Mindbody → _zapier

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

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

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

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

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

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

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

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

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

04 - New sale (instant) In Mindbody → _zapier

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

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

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

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

06 - New Membership (Instant) - Mindbody → Zapier

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

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

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

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

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

08 - New location (instant) In Mindbody → _zapier

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

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

09 - _zapier  → Mindbody client (instant)

AppConnect Prebuilt Connectors

AppConnect

New features in version 4

Email & SMS

Reference Table

Settings

Billing by Bookings

Participant reports

Shared Zoom meetings

General

Email Delivery Report

SMS text messages

ClassPass Support (version 3.03)

Email Customization - Simple

Email Customization - Detailed

Email Customization - Version 3

Emailing recording links

BOT - "Zoom meeting"

BOT - "Send Instructor Emails"

BOT - "Send Client Emails"


BOT - "Send Recording"

BOT - "Send SMS"

BOT - "Send Emails" v3

BOTs - Reference Table

BOTs

MBO auto sign-in attendees

Determining your locations

MINDBODY

Adding a Licensed User

Allow multiple devices

Audio and Video tips

Finding Zoom meetings

Multiple Zoom Accounts

Reconnect your Zoom account

Resend a Zoom meeting join link

Sending Zoom cloud recordings

Turning off Cloud Recording Downloads

Zoom Reports

Zoom On Demand for recordings

Zoom

ZoomConnect Mindbody Appointments - Setup and requirements

Manage MBO Rooms with multiple Zoom accounts

Manual updates and bookings

Manually refresh classes

MBO auto sign-in not working

Turning off PMI

Workshops / Enrollments

Email

ZoomConnect

API Key Management

Catalog

Deleting content

Exporting assemblies and modules

Importing assemblies and modules

Making content public/private

Obtain an item's UUID

Publishing content to production

Replace one assembly with another

Sharing private content

Taking ownership of an assembly

View an item's created and last edited dates

View item references

Managing Content

Your first assembly

HTTP, XML, and XPath 

Subassemblies

Building Assemblies

Service Accounts

App Assemblies

API Integrations

Assembly Editor