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Automation Editor
Key Concepts
Account Management
Managing Automations
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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
Linked Accounts
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New features in version 4
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MINDBODY
Zoom
ZoomConnect Mindbody Appointments - Setup and requirements
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Assembly Editor
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APIANT for Integrators
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Automation Templates
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Automation Editor
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Gear Menu
Manage menu

Get linked template info

1min

On development systems, you can determine if an automation template is linked to any production automation template with this gear menu option:

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All production servers will be queried and the results will show any linked templates:

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Updated 03 Mar 2023
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