Cancelled individual appointment
Triggered when an individual appointment is cancelled.
Cancelled individual appointment -7d (integration setting)
Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
Cancelled individual appointment -7d +45d
Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and 45 days forward.
Cancelled individual appointment (integration settings)
Triggered when an individual appointment is cancelled. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
Deleted individual appointment
Triggered when an individual appointment is deleted.
New archived invoice
Triggered when an invoice is archived.
New cancelled attendee
Triggered when an attendee is cancelled.
New deleted patient
Triggered when a patient is deleted. Emits the patient ID, which is the only piece of information available after a patient has been deleted.
New or updated archived individual appointment
Triggered when an individual appointment is archived or when an archived appointment is updated.
New or updated archived individual appointment -7d (integration setting)
Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
New or updated archived individual appointment -7d +45d
Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated archived individual appointment (integration settings)
Triggered when an individual appointment is archived or when an archived appointment is updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated archived invoice
Triggered when an archived invoice is created or updated.
New or updated archived patient
Triggered when a patient is archived or when an archived patient is updated.
New or updated attendee
Triggered when an attendee is created or updated.
New or updated business
Triggered when a business is created or updated.
New or updated communication
Triggered when a communication is created or updated.
New or updated contact
Triggered when a contact is created or updated.
New or updated daily availability
Triggered when a daily availability is created or updated.
New or updated group appointment
Triggered when a group appointments is created or updated.
New or updated group appointment -7d +45d
Triggered when a group appointments is created or updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated group appointment (integration settings)
Triggered when a group appointments is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated individual appointment
Triggered when an individual appointment is created or updated.
New or updated individual appointment -7d (integration setting)
Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
New or updated individual appointment -7d +45d
Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated individual appointment (integration settings)
Triggered when an individual appointment is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated invoice
Triggered when an invoice is created or updated.
New or updated patient
Triggered when a patient is created or updated.
New or updated practitioner
Triggered when a practitioner is created or updated.
New or updated treatment notes
Triggered when treatment notes is created or updated.
Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, 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 patients
A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Archive patient
Archives a patient. An error will occur if the patient is not found.
Calculate patient lifetime value
Calculates the specified patient's lifetime value. Emits the sums of all invoice totals and net amounts for the patient.
Create contact
Creates a new contact.
Create patient
Creates a new patient.
Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Get appointment
Returns details of the specified appointment.
Get appointment type
Returns details of the specified appointment type.
Get appointment type billable item
Returns details for a billable item.
Get appointments by practitioner ID
Returns appointment details by practitioner ID.
Get archived invoice
Returns details of the specified archived invoice.
Get archived patient
Returns details of the specified archived patient.
Get billable item
Returns details of the specified billable item.
Get business
Returns details of the specified business.
Get cancelled appointment
Returns details of the specified cancelled appointment.
Get concession type
Returns details of the specified concession type.
Get contact
Returns details of the specified contact.
Get group appointment
Returns details of the specified group appointment.
Get group appointment attendees
Returns attendee information for the specified group appointment.
Get individual appointment attendees
Returns attendee information for the specified individual appointment.
Get individual appointment totals
Returns the total booked, arrived, cancelled, and noshow appointments for the specified patient
Get invoice
Returns details of the specified invoice.
Get patient
Returns details of the specified patient.
Get patient case
Returns details of the specified patient case.
Get patient referral source
Returns the referral source for the specified patient.
Get patient's next appointment
Returns details of the next appointment for the specified patient. No data will be emitted if the patient doesn't have an upcoming appointment.
Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
Get practitioner availabilities
Returns availability information for the specified practitioner.
Get tax
Returns details of the specified tax id emitted from the 'get billable item' action. That action may emit an empty value for the tax id for items having no tax, but this action will throw an error if no tax id is specified.
Get user
Returns details of the specified user.
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.
Two-way sync add or update a patient
An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update contact
Updates a contact.
Update patient
Updates a patient.
Update patient custom field
Updates the value of the specified custom field for the specified patient.
Update patient referral: contact
Updates a patient's referral, when referred by a contact
Update patient referral: patient
Updates a patient's referral, when referred by another patient
Completed appointment
Triggered when an appointment is completed.
Get Sales
Get sales data for a specified date range.
New accrual sale
Triggered when a new accrual sale is added. Note, this trigger uses a private MINDBODY API endpoint.
New completed class visit
Triggered when a client completes a class visit.
New late cancelled appointment
Triggered when a new late cancelled appointment visit occurs.
New or updated class visit status -1d +1d
Triggered when a new class visit occurs, or when a visit's status changes within the past 24 hours or 24 hours in the future. NOTE: the trigger only fires the first time a class visit changes to a given status.
New or updated client
Triggered on new or updated clients.
New or updated remaining sessions
Triggered when either a client signs up for a new pricing option, or when the number of remaining sessions for an existing pricing option changes.
New package
Triggered when a new package is added.
New product
Triggered when a new product is added.
New sale
Triggered when a new sale is added.
New sale line item
Triggered when a new sale is added. Each line item is emitted as a separate row.
New service
Triggered when a new service is added.
New staff member
Triggered when a new staff member is added.
New upcoming appointment
Triggered when a new appointment is upcoming, for the specified number of days ahead.
New upcoming class
Triggered when a new class is upcoming, for the specified number of days ahead.
New upcoming class registration
Triggered when a client registers for an upcoming class.
New visit
Triggered when a new visit occurs. Note, this trigger uses a private MINDBODY API endpoint.
Too many visits remain before expiration
Triggered when a pricing option's number of remaining visits is above a configured value when the days remaining is below a configured number of days
Two-way sync new or updated clients
A trigger for two-way syncing new and updated customers. Can only be used with two-way sync actions.
Visits remaining goes below
Triggered when a pricing option's number of remaining visits goes below a configured value
Add or update client
Adds or updates a client based on the selected matching logic.
Add or update staff member
If the client id is provided, updates the existing staff member. If an email address is provided and a single match is found, updates. If multiple email matches are found but first and last names are provided and a single match is found, updates. Otherwise, when no matches are found the staff member is added. All other multiple matches result in an error.
Get accrual 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 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 client
Returns 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 contract
Returns details for the specified contract by ID. An array of multiple ID's can be supplied.
Get product
Returns the details of a product for the specified product id.
Get sale
Returns the details of a sale for the specified sale id.
Get scheduled autopays within date range
Emits autopay data over a given schedule start and schedule end date. Includes autopay status (scheduled, declined, successful, deleted, suspended, etc.), payment method details, and autopay item details.
Get service
Returns details for the specified service by ID. An array of multiple ID's can be supplied.
Get service category name
Returns the service category name for the given ID. Returns an empty value if not found.
Get visits for date range
Emits all visits that occur in the specified date range
Two-way sync add or update a client
Creates or updates a client. For use only with two-way sync triggers.
+
