Add account
Adds a new account.
Add contact
Adds a contact
Add Contact To Automation
Adds provided contact to an automation.
Add contact via mapped list
Adds a contact to the specified list id
Add custom contact object record
Adds a record for the specified contact custom object to the specified contact.
Add deal role
Adds a new deal role in ActiveCampaign
Add deal via mappings
Adds a new deal via mapped pipeline and stage names.
Add list
Creates a new list in ActiveCampaign.
Add message
Adds a new message (email template) to ActiveCampaign.
Add option to contact custom field
Creates a new option for the specified contact custom field. Nothing happens if the option already exists. An error occurs if zero or multiple fields are found for the specified field name.
Add option to deal custom field
Creates a new option for the specified deal custom field. Nothing happens if the option already exists. An error occurs if zero or multiple fields are found for the specified field name.
Add or update contact by email
Adds a new contact if the email does not exist in the specified list, otherwise updates the existing contact.
Add or update contact by email via mapped list
Adds a new contact to the specified list id if the email does not exist in the specified list, otherwise updates the existing contact.
Add tag
Creates a new tag.
Add tags to contact
Adds provided tags to a contact.
Add task
Adds a new task in ActiveCampaign
Clear contact custom field value
Clears the value of the specified custom field name for the specified contact id.
Create a contact custom field group
Creates a new contact custom field group. An error will occur if a group with the same name already exists.
Create a deal custom field group
Creates a new deal custom field group. An error will occur if a group with the same name already exists.
Create a deal stage
Creates a new deal stage in the specified pipeline.
Create a deal stage by mapped pipeline
Creates a new deal stage in the mapped pipeline.
Create a pipeline
Creates a new pipeline.
Create abandoned cart
Creates an abandoned cart record via the Deep Data e-commerce integration.
Create account association
Creates an account association with a contact ID.
Create contact custom field
Creates a new contact custom field. The field's title must be unique.
Create deal custom field
Creates a new deal custom field. The field's title must be unique.
Create e-commerce customer
Creates a new e-commerce customer via the Deep Data integration.
Create e-commerce order
Creates a new e-commerce order via the Deep Data integration.
Create webhook
Creates a new webhook subscription.
Custom contact object schema - add field: checkbox
Adds a checkbox field to an existing custom contact object schema via the ActiveCampaign API
Custom contact object schema - add field: currency
Adds a currency field to the custom contact object schema
Custom contact object schema - add field: date
Adds a date field to the custom contact object schema
Custom contact object schema - add field: dropdown
Adds a dropdown field to the custom contact object schema
Custom contact object schema - add field: email
Adds an email field to an existing custom contact object schema via the ActiveCampaign API
Custom contact object schema - add field: number
Adds a number field to the custom contact object schema
Custom contact object schema - add field: phone
Adds a phone field to an existing custom contact object schema via the ActiveCampaign API
Custom contact object schema - add field: text
Adds a text field to the custom contact object schema
Custom contact object schema - add field: textarea
Adds a textarea field to the custom contact object schema
Custom contact object schema - add field: url
Adds a URL field to an existing custom contact object schema via the ActiveCampaign API
Custom contact object schema - create
Creates the configured custom contact object.
Custom contact object schema - initialize
Initializes a new custom contact object schema. Emits a Schema ID that must be passed into other custom contact object schema actions to add fields to the schema and to create the custom contact object.
Delete contact
Deletes a contact by ID.
Delete custom contact object record
Deletes a record from the specified custom contact object.
Delete custom object schema
Deletes a custom object schema by ID.
Delete deal
Deletes an existing deal.
Delete deal role
Deletes a deal role in ActiveCampaign by ID
Delete deal stage
Deletes an existing deal stage.
Delete list
Deletes a list by ID.
Delete message
Deletes a message in ActiveCampaign by ID.
Delete tag
Deletes a tag by ID.
Delete task
Deletes a task by ID in ActiveCampaign
Delete webhook
Deletes a webhook by ID.
Duplicate campaign
Duplicates an ActiveCampaign campaign by ID
Edit campaign
Edits an existing campaign in ActiveCampaign
Edit campaign
Edits an existing campaign in ActiveCampaign
Find account by name
Finds an existing account by name. An error occurs if a matching account is not found.
Find contact by email
Searches for a contact matching the specified email. May return zero or one contact ids. Use the "get contact" action to fetch the contact's details.
Find contacts by custom field
Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "get contact" action to fetch a contact's details.
Find deal by title
Finds an existing deal by title. An error occurs if a single exact match is not found.
Find single custom contact object record
Searches for a single matching record in the specified contact custom object, using the specified search field and search value.
Find user by email
Finds an existing user by email. An error occurs if a matching user is not found.
Get account
Returns account info for the specified account ID.
Get account contact IDs
Returns all contact IDs associated with the account.
Get account custom fields
Returns custom field values for the specified account ID.
Get all deal stages from specified pipeline
Get all deal stages from specified pipeline
Get automation
Fetches an automation by ID. An error occurs if the automation is not found.
Get contact
Get contact by ID. An error occurs if the contact is not found.
Get contact by email
Returns full contact details for the specified email address. An error occurs if the contact is not found.
Get contact's deals
Returns all deals associated with the specified contact.
Get contact's lists
Returns all lists the specified contact belongs to.
Get contact's tags
Returns all tags associated with the specified contact.
Get deal
Returns deal info for the specified deal ID.
Get list
Fetches a list by ID. An error occurs if the list is not found.
Get message
Retrieves a single message by ID from ActiveCampaign
Get site tracking status
Returns the current site tracking status and configuration.
Get tag
Fetches a tag by ID. An error occurs if the tag is not found.
Get task
Retrieves a task by ID from ActiveCampaign
List automations
Returns a paginated list of all automations.
List contacts
Returns a paginated list of all contacts.
List custom contact object records
Returns a paginated list of all records for the specified custom contact object.
List custom object schemas
Returns a list of all custom object schemas.
List deals
Returns a paginated list of all deals.
List lists
Returns a paginated list of all contact lists.
List tags
Returns a paginated list of all tags.
List users
Returns a paginated list of all users in the account.
List webhooks
Returns a paginated list of all webhooks.
Move contact custom field to group
Moves the specified contact custom field to the specified group. An error will occur if the group is not found. Nothing happens if the field is already in the group.
Move deal custom field to group
Moves the specified deal custom field to the specified group. An error will occur if the group is not found. Nothing happens if the field is already in the group.
Relate contact custom field to list
Relates the specified contact custom field to either the specified contact list or to all contact lists.
Remove contact from automation
Removes a contact from an automation by deleting the contact automation record.
Remove contact from list
Removes a contact from the specified list.
Remove tags from contact
Removes provided tags from a contact.
Set automation status
Enables or disables an automation. Set status to '1' to enable or '0' to disable.
Set deal currency custom field value
Set the value for a deal's custom field of the "currency" type
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update account
Updates the specified account.
Update contact
Updates an existing contact having the specified ID.
Update contact via mapped list
Updates an existing contact having the specified ID in the specified list ID.
Update custom contact object record
Updates a record for the specified contact custom object to the specified contact.
Update deal
Updates an existing deal.
Update deal by ID via mappings
Updates an existing deal, using optional data-mapped pipeline and stage.
Update message
Updates a message in ActiveCampaign
Update tag
Updates an existing tag.
Update task
Updates a task by ID in ActiveCampaign
Cancelled appointment booking (instant)
Triggered when an appointment booking is cancelled
Cancelled class booking (instant)
Triggered when a booking for a class is cancelled
Cancelled class schedule (instant)
Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.
Cancelled client contract (instant)
Triggered when a client's contract is cancelled
Cancelled membership (instant)
Triggered when a membership is cancelled
Class updated (instant)
Triggered when a single class is updated.
Completed appointment
Triggered when an appointment is completed.
Deactivated client (instant)
Triggered when a client is deactivated
Deactivated location (instant)
Triggered when a location is deactivated
Every appointment in date range
This is not a standard trigger! Always emits every appointment in the configured date range.
Every class in date range
This is not a standard trigger! Always emits classes in the configured date range.
Every uncanceled class in date range
This is not a standard trigger! Always emits uncanceled classes in the configured date range.
New appointment booking (instant)
Triggered when an appointment booking is created
New class (integration setting)
Triggered when a class is created in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours.
New class booking (instant)
Triggered when a new booking is made for a class
New class schedule (instant)
Triggered when a new class offering is scheduled
New client (instant)
Triggered when a new client is added
New client contract (instant)
Triggered when a new contract is sold to a client
New completed class
Triggered when a class completes
New completed class (integration setting)
Triggered when a class completes within a number of hours specified by an integration setting.
New location (instant)
Triggered when a location is created
New membership (instant)
Triggered when a new membership is created
New or updated appointment -7d +30d for any connection
Triggered for new or updated appointments in the last 7 days or 30 days in the future, for any connected account.
New or updated appointment in date range
Triggered for new or updated appointments in the specified date range.
New or updated class
Triggered for new or updated classes in the configured date range.
New or updated class (integration setting)
Triggered when a class is created or updated in the amount of time specified by an integration setting stored in a lookup table. The default is 24 hours. Updates are only triggered when the class name, staff id, resource id, or cancelled status are modified.
New or updated client
Triggered when a client is added or modified.
New or updated client (instant)
Triggered when a client is added or updated
New or updated client (integration setting)
Triggered when a client is added or modified. Will include inactive clients if specified by an integration setting. By default inactive clients are not included. NOTE: this trigger will only work when less than 200 clients are added/updated per day.
New or updated gift card
Triggered when a gift card is created or updated
New or updated package
Triggered when a package is created or updated
New or updated product
Triggered when a product is created or updated
New or updated product (integration setting)
Triggered when a product is created or updated. An integration setting is used to control the fetching of products only sold online.
New or updated products inventory
Triggered when inventory changes for a product, or when products are added.
New or updated service
Triggered when a service is created or updated
New or updated session type
Triggered when session types are created or updated
New or updated staff member
Triggered when staff member is created or updated
New sale (instant)
Triggered when a new sale is made to a client.
New sale for any connected account (instant)
Triggered when a new sale is made to a client for any connected MINDBODY account.
New sale itemized payment (instant)
Triggered when a new sale is made to a client. Payments emitted as separate rows. NOTE: line items are not emitted, use the separate trigger to obtain them.
New sale line item (instant)
Triggered when a new sale is made to a client. Line items are emitted as separate rows. NOTE: payments are not emitted, use the separate trigger to obtain them.
New sales since days
Triggers for new sales that occur within the configured number of days
Two-way sync new or updated clients
A polling trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Two-way sync new or updated clients (instant)
A trigger for two-way syncing new and updated clients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Upcoming appointment in database
Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.
Upcoming appointment in database via setting
Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.
Upcoming class
Triggered when an uncanceled class is upcoming in the specified amount of time.
Upcoming class (Zoom meeting creation)
Triggered when an uncanceled class is upcoming in the amount of time specified by a setting stored in a lookup table. The default is 24 hours.
Upcoming class in database
Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.
Upcoming class in database via entered time
Triggered when a class in the database is scheduled to start within the entered amount of time.
Updated appointment booking (instant)
Triggered when an appointment booking is updated
Updated class booking (instant)
Triggered when a booking for a class is updated
Updated class booking with service ID (instant)
Triggered when a booking for a class is updated
Updated class schedule (instant)
Triggered when a scheduled class offering is modified. Note that if the class schedule’s endDate changes, classes are added or removed from the schedule accordingly.
Updated client (instant)
Triggered when a client is updated
Updated client contract (instant)
Triggered when a client's contract is updated
Updated location (instant)
Triggered when a location is updated
Add appointment
Adds a new appointment
Add appointment with resources
Add client
Adds a client. An error will occur if the client already exists.
Add client relationship
Adds a client relationship. Existing relationships are not removed. NOTE: custom relationships are not currently supported due to limitations with the MINDBODY API.
Add client with on-the-fly custom field id lookup
Adds a client. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if the client already exists or if a custom field does not exist.
Add completed sale to client
Adds a completed sale to a client using a custom payment method.
Add contact log
Creates a new contact log.
Add or update client
Adds or updates a client based on the selected matching logic.
Add or update client index
Adds or updates a client index. Existing indexes on the client are not removed.
Add or update client with on-the-fly custom field id lookup
Adds or updates a client based on the selected matching logic. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.
Add site client index
Adds a site client index. An error will occur if the index name already exists.
Book client into a class
Books the specified client into the specified class.
Book client into a class (site override)
Calculate total spend for client
Returns the total amount of money received for the specified client, going back for the specified number of days.
Client purchases: fetch
Fetches client purchases that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "client purchases: get record" action to process all the fetched records.
Client purchases: get record
Emits the client purchase record from the database that was previously fetched using the "Client purchases: fetch" action, which must be executed before this action is used in a loop to process all records.
Find client IDs by email
Returns all client IDs that have the specified email address.
Find clients by email
Returns up to 100 clients that have the specified email address.
Find clients by phone
Returns up to 100 clients that have the specified phone number. Can either be Mobile phone, Home phone or Work phone.
Find contact log type by name
Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.
Get accrual sales within date range
Emits accrual sales data over a given date range.
Get activation code
Generates an activation code and link to access a Mindbody Site API.
Get active session times
Returns the site's configured bookable appointment start times (activesessiontimes). Probe build for issue #49.
Get all client contract IDs
Returns all contract IDs for the specified client. Use a Loop and the "get client contract by ID" action to fetch details for each contract.
Get all clients booked for a class
Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.
Get all products inventory
Returns inventory information for all products at all locations.
Get all sellable online products
Returns all products only sold online.
Get all services
Retrieves all services.
Get all session types
Returns all session types
Get all session types (site override)
Returns all session types for the connection's site, or for a different Mindbody site when the optional Site ID input is set (issues a site-scoped user token using the connection's staff credentials).
Get all staff members
Returns all staff members
Get appointment
Returns details for the specified appointment. If the appointment is not found an error occurs.
Get appointment by ID (mappable account)
Returns details for the specified appointment. If the appointment is not found an error occurs.
Get bookable availabilities
Returns Mindbody bookable appointment availabilities (public/v6/appointment/bookableitems) for the given comma-separated SessionTypeIds, optionally filtered by StaffIds and LocationIds, within a site-local StartDate/EndDate window (yyyy-mm-dd). Emits one array element per bookable range: AvailabilityId, StartDateTime, EndDateTime, BookableEndDateTime, StaffId, StaffName, LocationId, SessionTypeId.
Get bookable availabilities (site override)
Returns Mindbody bookable appointment availabilities (public/v6/appointment/bookableitems) like "Get bookable availabilities", with an optional Site ID input that queries a different Mindbody site (issuing a site-scoped user token from the connection's staff credentials). Emits one array element per bookable range: AvailabilityId, StartDateTime, EndDateTime, BookableEndDateTime, StaffId, StaffName, LocationId, SessionTypeId.
Get bookable classes (site override)
Get cash sales within date range
Emits sales data over a given date range. Will return all sales, including products, account credits, gift cards, and autopays. Autopays will be notated in the response, and the product description will specify gift card and account credit purchases.
Get class
Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking.
Get class by ID (mappable account)
Returns details for the specified class. If the class is not found no error will occur, so a conditional must be used for error checking.
Get class description
Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty. API docs: https://developers.mindbodyonline.com/PublicDocumentation/V6#get-classdescriptions
Get class recently updated
Returns classes last modified on or after system time minus the entered amount of hours. No error will occur if no class is found.
Get class visits
Returns all visits for the specified class.
Get client
Returns details for the specified client. If the client is not found an error will occur.
Get client account balance
Returns account balance details for the specified client. If the client is not found no error will occur, so a conditional must be used for error checking.
Get client appointments in date range
Returns details for all of the specified client's appointments in the specified date range.
Get client by ID (mappable account)
Returns details for the specified client. If the client is not found an error will occur.
Get client complete info
Returns complete client information along with list of purchased services, contract details, membership details and arrival programs for a specific client. If the client is not found an error will occur.
Get client contact logs in date range
Returns details for all of the specified client's contact logs in the specified date range.
Get client contract
Returns details for the specified client contract. If the client contract is not found an error will occur.
Get client membership
Returns details for the specified client membership. If the client membership is not found an error will occur.
Get client memberships
Returns details for all of the specified client's memberships.
Get client purchased service by ID
Returns details for the specified service purchased by a specified client. No error occurs if none is found.
Get client purchased services
Returns details for services purchased by a specified client. No error occurs if the client is not found.
Get client services totals by product ID
Returns details for services purchased by a specified client for a specified product ID. If more than 1 matching client service is found, 'Count' and 'Remaining' are totaled and the furthest expiration date is used. No error occurs if none are found, the output is empty instead.
Get client visits
Returns details for client visits in the specified date range.
Get contact log types
Returns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites.
Get contract
Returns details for the specified contract. If the contract is not found an error will occur.
Get custom payment method by name
Returns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found.
Get gift card balance
Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.
Get gift cards
Returns up to 200 gift cards.
Get locations
Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.
Get locations for connection
Returns details for up to 200 locations for the specified connection name. NOTE: currently only supports up to 200 locations, does not currently do pagination.
Get membership
Returns details for the specified membership. If the membership is not found an error will occur.
Get most recent client contract
Returns details for the most recent contract for the specified client. An error occurs no contract is not found.
Get most recent client contract (mappable account)
Returns details for the most recent contract for the specified client. An error occurs no contract is not found.
Get product
Returns details for the specified product. If the product is not found an error will occur.
Get product filtered by sellable online
Returns details for the specified product, filtered by it being sellable online or not. If the product is not found an error will occur.
Get product inventory
Returns inventory information for the specified product at all locations.
Get program
Returns details for the specified program. If the program is not found an error will occur.
Get required client fields
Returns the site's required client fields (e.g. Birthday, Gender) so Integration Settings can compensate with placeholders. GET /public/v6/client/requiredclientfields. MBO auth + 401 token self-heal.
Get sale
Returns details for the specified sale. If the sale is not found an error will occur.
Get sales in date range
Returns the Sale ID and Client ID for each sale in the specified date range. Use the "get sale" action to fetch details for each sale.
Get scheduled client visits
Returns details for all of the specified client's scheduled visits, optionally in a specified date range.
Get service
Returns details for the specified service. If the service is not found an error will occur.
Get session type
Returns details for the specified session type. If the session type is not found an error will occur.
Get session type by ID (mappable account)
Returns details for the specified session type. If the session type is not found an error will occur.
Get site
Returns details for the site associated with the configured connection
Get site for specified account
Returns details for the site connected to the specified account name.
Get staff member
Returns details for the specified staff member. If the staff member is not found an error will occur.
Get visits within date range
Emits all visits that occur in the specified date range, optionally filtered by a session type id and/or a location id.
Get visits within date range for multiple session types
Emits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id.
Lookup client payment
Returns payment information for the specified client and specified payment reference.
Purchase contract
Purchases a contract
Purchase gift card
Purchases a gift card
Register booked class visits in Zoom meeting
Fetches all clients booked for the specified class and registers them for the specified Zoom meeting
Remove client from a class
Removes the specified client from the specified class.
Return sale
Return a comped sale for a specified sale ID in business mode. The sale is returnable only if it is a sale of a service, product or gift card and it has not been used. Currently, only the comp payment method is supported.
Sales search: fetch
Fetches sales that meet the search criteria from the MBO API. The API response is stored in the database. This action emits a transaction uuid and an array of records IDs. Use a loop and the "sales search: get record" action to process all the fetched records.
Sales search: get record
Emits the sales record from the database that was previously fetched using the "Sales search: fetch" action, which must be executed before this action is used in a loop to process all records.
Select upcoming class
A utility action that lets an upcoming class that is up to 1 day old or 5 days in the future to be selected from a dropdown. The selected class' id is emitted as output.
Send password reset email
Sends a password reset email to the specified user.
Shopping cart - add item: package
Adds a package to the shopping cart.
Shopping cart - add item: product
Adds a product to the shopping cart.
Shopping cart - add item: service
Adds a service to the shopping cart.
Shopping cart - add item: tip
Adds a tip to the shopping cart.
Shopping cart - add payment: cash
Adds a cash payment to the shopping cart.
Shopping cart - add payment: check
Adds a check payment to the shopping cart.
Shopping cart - add payment: comp
Adds a complimentary amount to the shopping cart.
Shopping cart - add payment: custom
Adds a payment to the shopping cart using the specified custom payment method.
Shopping cart - add payment: gift card
Adds a gift card payment to the shopping cart.
Shopping cart - add payment: stored credit card
Adds a stored credit card payment to the shopping cart.
Shopping cart - checkout
Submits the shopping cart for checkout.
Shopping cart - create
Initializes a new shopping cart. Emits a cart ID that must be passed into other shopping cart actions to add items to the cart and checkout.
Shopping cart - delete
Deletes the specified cart from the database.
Shopping cart - get grand total (before payments)
Calculates the grand total amount of the cart. Any payments previously added to the cart are ignored and a value of zero is sent. Mindbody calculates the expected grand total of the cart, which is emitted as output.
Shopping cart - get totals
Calculates the total amount of the cart.
TEMP - Get services by session type (verify)
Two-way sync add or update a client
An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Two-way sync add or update a client (mappable account)
An action for two-way syncing new and updated clients, with enhanced on-the-fly mapping using client email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update appointment
Updates an existing appointment
Update client
Updates a client by ID.
Update client id
Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.
Update client visit
Updates a client visit.
Update client with on-the-fly custom field id lookup
Updates a client by ID. Makes an additional API call to fetch client custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.
Update product price
Updates the price of the specified product.
Update sale date
Updates the date of the specified sale.
Update service price
Updates the price of the specified service.
Update staff
Updates an existing staff member
Upload client document
Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB
Upload client profile photo
Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB
+
