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Automation Editor
Key Concepts
Account Management
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CRMConnect: Mindbody → HubSpot
CRMConnect: DonorPerfect → HubSpot
CRMConnect: DonorPerfect → ActiveCampaign
MailConnect: DonorPerfect → Mailchimp
ShopConnect
ShopConnect Settings
Sync Products
Manually sync Mindbody services/pricing options to Shopify
How to tag products in Shopify to prevent sync during sales sent to Mindbody
Retrying orders from Shopify → Mindbody
Manually pushing Mindbody orders to Shopify
Mindbody Pricing Discontinuation: Integration with Shopify
Guide to manually syncing Mindbody Packages with Shopify Products
Features that are not supported in ShopConnect
Automation Alert Reports
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New features in version 4
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Zoom
ZoomConnect Mindbody Appointments - Setup and requirements
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Assembly Editor
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Automation Editor
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Automation list

Filter by folder

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If you have organized your automations into folders, the list of automations can be filtered by clicking on a folder:

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Updated 03 Mar 2023
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