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Automation Editor
Key Concepts
Account Management
Managing Automations
App Connections
Building Automations
Alert Mappings
Troubleshooting
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
ZoomConnect
New features in version 4
Settings
General
Email & SMS
BOTs
MINDBODY
Zoom
ZoomConnect Mindbody Appointments - Setup and requirements
Troubleshooting
Assembly Editor
Key Concepts
Account Management
API Key Management
Managing Content
Building Assemblies
API Integrations
Other Assembly Types
Keyvalue Storage
Assembly development cycle
APIANT for Integrators
Help Forum
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APIANT Inline
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Automation Editor
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Gear Menu
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Tagging an automation

1min

An automation can be tagged with one or more tags by choosing this option from the gear menu:

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Enter one or more tags, separated by commas:

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Then the automation can be found by searching for one of its tags:

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Updated 03 Mar 2023
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