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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
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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Automation Editor
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Building Automations
Editor functionality

Rename an item

2min

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

To rename an item, click its text:

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Alternatively, right-click on the item and choose the Rename option:

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Enter a new name for the item and click the Update button:

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The new name is displayed underneath the item:

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Updated 03 Mar 2023
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