Connect Houzz Pro and Mindbody

Both apps 311Houzz Pro 131Mindbody 180

• Trigger
  New Change Order

  Triggers when a new change order is created in Houzz Pro.

• Trigger
  New Contact

  Triggers when a new contact is created in Houzz Pro.

• Trigger
  New Daily Log

  Triggers when a new daily log is created in Houzz Pro.

• Trigger
  New Estimate

  Triggers when a new estimate is created in Houzz Pro.

• Trigger
  New Expense

  Triggers when a new expense is created in Houzz Pro.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Houzz Pro.

• Trigger
  New Lead

  Triggers when a new lead is created in Houzz Pro.

• Trigger
  New Project

  Triggers when a new project is created in Houzz Pro.

• Trigger
  New Purchase Order

  Triggers when a new purchase order is created in Houzz Pro.

• Trigger
  New Subcontractor

  Triggers when a new subcontractor is created in Houzz Pro.

• Trigger
  New Time Track

  Triggers when a new time track is created in Houzz Pro.

• Trigger
  New Vendor

  Triggers when a new vendor is created in Houzz Pro.

• Action
  Archive File

  Archives a file. Unarchive restores it.

• Action
  Archive Note

  Archives the note, removing it from the default list. Archiving is how a note is removed.

• Action
  Archive Vendor

  Archives the vendor, which hides it from lists that filter on archived=false. The vendor and its links are kept, and unarchive restores it.

• Action
  Convert Lead to Project

  Creates a project from this lead and marks the lead Won. The lead must be in status Won or Current and must not already be converted.

• Action
  Create Custom Field

  Create a custom field definition for a given entity type.

• Action
  Create Lead Note

  Adds a note to the project or lead in the path. The source defaults to "api" when you do not send one.

• Action
  Create Project Note

  Adds a note to the project or lead in the path. The source defaults to "api" when you do not send one.

• Action
  Create Subcontractor

  Creates a subcontractor and sends an invitation to the provided email address. Returns the new subcontractor.

• Action
  Create Team Member

  Invites a person to the account by email. Only the email is required; an optional role and invitation note can be included.

• Action
  Create Vendor

  Creates a vendor for the company. Only companyName is required.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Contact Group

  Archives a contact group rather than removing it permanently. Returns deleted: true on success.

• Action
  Delete Contact Group Contact

  Removes a contact from the group without deleting the contact itself. Returns deleted: true on success.

• Action
  Delete Daily Log

  Deletes the daily log.

• Action
  Delete File

  Deletes a file. To keep it but set it aside, archive it instead.

• Action
  Delete Lead

  Deletes the lead. To take a lead out of the active pipeline without deleting it, retire it instead.

• Action
  Delete Milestone

  Deletes a milestone.

• Action
  Delete Project

  Deletes the project. To hide a project without deleting it, update it with archived set to true instead.

• Action
  Delete Subcontractor

  Deactivates a subcontractor instead of removing them permanently. Returns deleted: true on success.

• Action
  Delete Task

  Deletes a task.

• Action
  Delete Team Member

  Deactivates the team member; the person is not permanently removed from the account.

• Action
  Generate Income Payments Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Payouts Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Get Catalog Item

  Assemblies need the assemblies feature on the company plan: without it they are left out of the list and get returns 404. Returns 403 for companies not on the new catalog experience.

• Action
  Get Category

  Requires the categories feature on the company plan; without it every request returns 403.

• Action
  Get Change Order

  Returns the full change order, including the recipients, attachmentFileIds and totalApplied that list rows omit.

• Action
  Get Contact

  Returns a single contact with its address, tags, contact group, and custom field entries.

• Action
  Get Contact Group

  Returns a single contact group with the contacts linked to it and each contact's level.

• Action
  Get Cost Code

  Requires the cost codes feature on the company plan; without it every request returns 403.

• Action
  Get Daily Log

  Returns a single daily log with its content, dates and the project it belongs to.

• Action
  Get Entity by Custom Field Value

  Resolve the entity whose custom field named `fieldName` holds `value`. Requires the read scope for the requested entityType — a token without it receives no data.

• Action
  Get Estimate

  Returns the full estimate, including recipients, attachments and totals for payments and linked change orders, invoices and purchase orders.

• Action
  Get Expense

  Returns one expense with its project, team member, service, cost code, category, vendor, payment method, the invoice line it was billed on, and its receipt files.

• Action
  Get Expense Documents Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Expense Documents Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Expense Payments Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Expense Payments Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get File

  Returns a single file or folder within the context given by contextId and contextType, including a download URL for files.

• Action
  Get Income Documents Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Income Documents Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Income Payments Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Income Payments Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Invoice

  Returns the full invoice, including the file, recipients and attachmentFileIds that list rows omit.

• Action
  Get Lead

  Returns a single lead with its phase, source, contact, addresses and custom field entries. The project ID is populated once the lead has been converted.

• Action
  Get Milestone

  Returns a single milestone with its dates, status, type, parent and the number of tasks linked to it.

• Action
  Get Note

  Returns a single note, including its container, owner and archived state.

• Action
  Get Open Invoices Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Open Invoices Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Payouts Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Payouts Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Profitability Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Profitability Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Project

  Returns a single project with its status, contact, owner, addresses and custom field entries.

• Action
  Get Project Punchlist

  Returns the project's punchlist. Use its id to update it or to list its tasks.

• Action
  Get Purchase Order

  Returns the full purchase order, including the recipients and attachmentFileIds that list rows omit.

• Action
  Get Sales Tax

  Returns one sales tax with its components. Archived sales taxes can be fetched by ID.

• Action
  Get Selections Board

  Returns one selections board with its project and, for an allowance board, the allowance that sets its budget.

• Action
  Get Subcontractor

  Returns a single subcontractor with company details, trades, address, and status.

• Action
  Get Task

  Returns a single task with its completion state, due date, visibility, and the project or lead and milestone it belongs to.

• Action
  Get Tax Liability Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Tax Liability Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Team Member

  Returns a single team member with their role, status and contact details.

• Action
  Get Time Entries Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Time Entries Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Time Track

  Returns one time track with its project, team member, activity or service, cost code, the invoice or request payment line it was billed on, and its clock segments.

• Action
  Get Vendor

  Returns the full vendor record, including contact details, payment terms, tags and custom field entries. Works for archived vendors too.

• Action
  List Assignee Candidates

  Who can be assigned to an entity. Use before Add assignees.

• Action
  List Assignee Filter Options

  The distinct assignees across the given entities, for building an assignee filter.

• Action
  List Catalog Items

  Ordered by creation time, oldest first. Assemblies need the assemblies feature on the company plan: without it they are left out of the list and get returns 404. Returns 403 for companies not on the new catalog experience.

• Action
  List Categories

  Ordered by ID. Archived categories are left out unless includeArchived=true. Requires the categories feature on the company plan; without it every request returns 403.

• Action
  List Change Orders

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit recipients, attachmentFileIds and totalApplied; fetch a single change order for those.

• Action
  List Contact Groups

  Filter by contactGroupType or archived.

• Action
  List Contacts

  Search by name, email, or phone via searchText.

• Action
  List Cost Codes

  Ordered by code. Archived cost codes are left out unless includeArchived=true. Requires the cost codes feature on the company plan; without it every request returns 403.

• Action
  List Custom Field Definitions

  Filter by customableType

• Action
  List Custom Field Entries

  List the custom field entry values stored on a single entity.

• Action
  List Daily Logs

  Returns all daily logs, optionally filtered by projectId. Filtering by date range is not supported.

• Action
  List Estimates

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit file, recipients, attachmentFileIds, totalApplied, totalRequested, paymentDue and the linked-document totals; fetch a single estimate for those.

• Action
  List Expenses

  Returns expenses, newest created first. Filter by projectId, houzzUserId, billable, taxable, syncToQb, referenceNumber, or an inclusive date range. startDate and endDate are YYYY-MM-DD and must be sent together.

• Action
  List Files

  Lists the files and folders owned by the entity given by contextId and contextType. Returns root-level items unless parentId names a folder, and each file includes a download URL.

• Action
  List Invoices

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit file, recipients and attachmentFileIds; fetch a single invoice for those.

• Action
  List Lead Milestones

  Additional filtering is not supported.

• Action
  List Lead Notes

  Returns active notes by default. Pass archived=true to return archived notes instead.

• Action
  List Lead Phases

  Returns the pipeline phases available to the account, the values accepted by a lead's phaseId field.

• Action
  List Leads

  Returns leads, optionally filtered by contact or pipeline phase.

• Action
  List Lead Tasks

  Additional filtering (e.g. by completion state or due date) is not supported.

• Action
  List Project Milestones

  Additional filtering is not supported.

• Action
  List Project Notes

  Returns active notes by default. Pass archived=true to return archived notes instead.

• Action
  List Projects

  Archived projects are included unless you explicitly pass archived=false.

• Action
  List Project Statuses

  Returns the values accepted by a project's statusId field, including account-specific custom statuses.

• Action
  List Project Tasks

  Additional filtering (e.g. by completion state or due date) is not supported.

• Action
  List Project Types

  Returns the account's custom project types, the values accepted by a project's projectType field.

• Action
  List Punchlist Tasks

  Additional filtering (e.g. by completion state or due date) is not supported.

• Action
  List Purchase Orders

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit recipients and attachmentFileIds; fetch a single purchase order for those.

• Action
  List Sales Taxes

  Ordered by creation time, oldest first. Archived sales taxes are left out unless includeArchived=true.

• Action
  List Sections on a Selections Board

  Returns sections for the given selections board, ordered by position.

• Action
  List Selections Boards

  Returns selections boards for the company, ordered by position. Pass projectId to limit the list to one project.

• Action
  List Subcontractors

  Search by name, email, phone, company, or trade via the query param.

• Action
  List Subcontractor Trades

  Returns the trades a subcontractor can be assigned. Use the returned IDs in subInfo.trades when creating or updating a subcontractor.

• Action
  List Team Members

  Search by name, email, or phone via the query param.

• Action
  List the Items of an Assembly

  Ordered by position. Returns 404 when the catalog item is not an assembly, or when the company plan does not include assemblies. Returns 403 for companies not on the new catalog experience.

• Action
  List the Line Items of a Change Order

  Sorted by id ascending. Returns 404 when the change order does not exist.

• Action
  List the Line Items of an Estimate

  Sorted by id ascending. Returns 404 when the estimate does not exist.

• Action
  List the Line Items of an Invoice

  Sorted by id ascending. Returns 404 when the invoice does not exist.

• Action
  List the Line Items of a Purchase Order

  Sorted by id ascending. Returns 404 when the purchase order does not exist.

• Action
  List Time Tracks

  Returns time tracks, newest created first. Filter by projectId, houzzUserId, approvalStatus, or an inclusive work-date range. startDate and endDate are YYYY-MM-DD and must be sent together.

• Action
  List Vendors

  Filter by companyName, archived, or tags. Archived vendors are included unless you explicitly pass archived=false.

• Action
  List what an Assignee is Assigned to

  The projects, leads, tasks and milestones one assignee is assigned to, grouped by type.

• Action
  Reactivate Lead

  Restores a retired lead to an active status. Clients archived by the original retire are not unarchived.

• Action
  Retire Lead

  Archives this lead. Clients that are no longer referenced by another live lead or project are archived along with it, and reactivating the lead does not unarchive them. Won leads cannot be retired.

• Action
  Unarchive File

  Restores an archived file.

• Action
  Unarchive Vendor

  Restores an archived vendor so it appears in active vendor lists again.

• Action
  Update Contact Group

  Updates a contact group's name, type, or archived state and returns the updated group. Use archived to archive or restore a group.

• Action
  Update Contact Group Contact

  Changes a contact's level within the group and returns the updated contact group.

• Action
  Update Note

  Updates only the fields you send; the note stays attached to its project or lead.

• Action
  Update Project

  Updates only the fields you send. Addresses are upserted: include an address id to update it, omit the id to add a new address. Set archived to hide or restore the project.

• Action
  Update Punchlist

  Updates a punchlist's visibility and returns the updated punchlist.

• Action
  Update Team Member

  Updates only the fields you send, including the team member's role and contact details.

• Action
  Update Vendor

  Updates only the fields you send; omitted fields keep their current values.

• Trigger
  Cancelled appointment booking

  Triggered when an appointment booking is cancelled

• Trigger
  Cancelled class booking

  Fires when a client's class booking is cancelled.

• Trigger
  Cancelled class schedule

  Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.

• Trigger
  Cancelled client contract

  Triggered when a client's contract is cancelled

• Trigger
  Cancelled membership

  Triggered when a membership is cancelled

• Trigger
  Class updated

  Triggered when a single class is updated.

• Trigger
  Completed appointment

  Triggered when an appointment is completed.

• Trigger
  Deactivated client

  Triggered when a client is deactivated

• Trigger
  Deactivated location

  Triggered when a location is deactivated

• Trigger
  Every appointment in date range

  This is not a standard trigger! Always emits every appointment in the configured date range.

• Trigger
  Every class in date range

  This is not a standard trigger! Always emits classes in the configured date range.

• Trigger
  Every uncanceled class in date range

  This is not a standard trigger! Always emits uncanceled classes in the configured date range.

• Trigger
  Merged clients

  Triggered when clients are merged

• Trigger
  New appointment booking

  Triggered when an appointment booking is created

• Trigger
  New class booking

  Triggered when a new booking is made for a class

• Trigger
  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.

• Trigger
  New class schedule

  Triggered when a new class offering is scheduled

• Trigger
  New client

  Triggered when a new client is added

• Trigger
  New client contract

  Triggered when a new contract is sold to a client

• Trigger
  New completed class

  Triggered when a class completes

• Trigger
  New completed class (integration setting)

  Triggered when a class completes within a number of hours specified by an integration setting.

• Trigger
  New location

  Triggered when a location is created

• Trigger
  New membership

  Triggered when a new membership is created

• Trigger
  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.

• Trigger
  New or updated appointment in date range

  Triggered for new or updated appointments in the specified date range.

• Trigger
  New or updated class

  Triggered for new or updated classes in the configured date range.

• Trigger
  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.

• Trigger
  New or updated client

  Triggered when a client is added or updated

• Trigger
  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.

• Trigger
  New or updated gift card

  Triggered when a gift card is created or updated

• Trigger
  New or updated package

  Triggered when a package is created or updated

• Trigger
  New or updated product

  Triggered when a product is created or updated

• Trigger
  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.

• Trigger
  New or updated products inventory

  Triggered when inventory changes for a product, or when products are added.

• Trigger
  New or updated service

  Triggered when a service is created or updated

• Trigger
  New or updated session type

  Triggered when session types are created or updated

• Trigger
  New or updated staff member

  Triggered when staff member is created or updated

• Trigger
  New sale

  Triggered when a new sale is made to a client.

• Trigger
  New sale for any connected account

  Triggered when a new sale is made to a client for any connected MINDBODY account.

• Trigger
  New sale itemized payment

  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.

• Trigger
  New sale line item

  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.

• Trigger
  New sales since days

  Triggers for new sales that occur within the configured number of days

• Trigger
  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.

• Trigger
  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.

• Trigger
  Upcoming appointment in database

  Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming appointment in database via setting

  Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.

• Trigger
  Upcoming class

  Triggered when an uncanceled class is upcoming in the specified amount of time.

• Trigger
  Upcoming class in database

  Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.

• Trigger
  Upcoming class in database via entered time

  Triggered when a class in the database is scheduled to start within the entered amount of time.

• Trigger
  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.

• Trigger
  Updated appointment booking

  Triggered when an appointment booking is updated

• Trigger
  Updated class booking

  Triggered when a booking for a class is updated

• Trigger
  Updated class booking with service ID

  Triggered when a booking for a class is updated

• Trigger
  Updated class schedule

  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.

• Trigger
  Updated client

  Triggered when a client is updated

• Trigger
  Updated client contract

  Triggered when a client's contract is updated

• Trigger
  Updated location

  Triggered when a location is updated

• Action
  Add account credit to client

  Adds credit to a client's account balance, recorded as a sale at the chosen location.

• Action
  Add appointment

  Adds a new appointment

• Action
  Add client

  Adds a client. An error will occur if the client already exists.

• Action
  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.

• Action
  Add client to enrollment

  Enrolls a client in a class schedule and returns the enrollment details including start and end dates.

• Action
  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.

• Action
  Add completed sale to client

  Adds a completed sale to a client using a custom payment method.

• Action
  Add contact log

  Creates a new contact log.

• Action
  Add or update client

  Adds or updates a client based on the selected matching logic.

• Action
  Add or update client index

  Adds or updates a client index. Existing indexes on the client are not removed.

• Action
  Add site client index

  Adds a site client index. An error will occur if the index name already exists.

• Action
  Add staff

  Adds a staff member

• Action
  Book client into a class

  Books the specified client into the specified class.

• Action
  Calculate total spend for client

  Returns the total amount of money received for the specified client, going back for the specified number of days.

• Action
  Cancel a class

  Cancels a single scheduled class at the studio. The MINDBODY login used for the connection needs the Manage Class Schedules and Cancel Reservations permissions.

• Action
  Cancel Appointment

  Cancels a MINDBODY appointment as a standard cancellation, never a late cancel, so no late-cancel fee is charged. It can optionally email the client. Runs as a dry run unless Test is set to false.

• Action
  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.

• Action
  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.

• Action
  Deactivate Client

  Marks a Mindbody client as inactive. The client record is kept and can be made active again with Reactivate Client.

• Action
  Find clients by email

  Returns up to 100 clients that have the specified email address.

• Action
  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.

• Action
  Find contact log type by name

  Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.

• Action
  Find sales

  Searches Mindbody sales and returns the matching sale records. Filter by sale date range, sale id, client id or payment method, and page through results with Limit and Offset. Use "Get sale" to retrieve a single sale by its id.

• Action
  Get accrual sales within date range

  Emits accrual sales data over a given date range.

• Action
  Get activation code

  Generates an activation code and link to access a Mindbody Site API.

• Action
  Get Active Memberships for Clients

  Look up the current memberships for up to 200 Mindbody clients at once, returning each client's ID and the names of their active memberships.

• Action
  Get Active Session Times

  Get the bookable appointment start times for one or more session types in a date range.

• Action
  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.

• Action
  Get all products

  Returns all products

• Action
  Get all products inventory

  Returns inventory information for all products at all locations.

• Action
  Get all sellable online products

  Returns all products only sold online.

• Action
  Get all services

  Retrieves all services.

• Action
  Get all session types

  Returns all session types

• Action
  Get all staff members

  Returns all staff members

• Action
  Get appointment

  Returns details for the specified appointment. If the appointment is not found an error occurs.

• Action
  Get bookable availabilities

  Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  Get classes

  Returns scheduled classes for the site within an optional date range.

• Action
  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.

• Action
  Get class schedules

  Returns available class schedule templates, optionally filtered by date, location, staff, or program.

• Action
  Get class visits

  Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.

• Action
  Get client

  Returns details for the specified client. If the client is not found an error will occur.

• Action
  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.

• Action
  Get client appointments in date range

  Returns details for all of the specified client's appointments in the specified date range.

• Action
  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.

• Action
  Get client contact logs in date range

  Returns details for all of the specified client's contact logs in the specified date range.

• Action
  Get client contract

  Returns details for the specified client contract. If the client contract is not found an error will occur.

• Action
  Get Client Membership

  Returns details for one of a client's active memberships, selected by Membership ID. If no active membership matches that ID, the output fields come back empty.

• Action
  Get client purchased service by ID

  Returns details for the specified service purchased by a specified client. No error occurs if none is found.

• Action
  Get client purchased services

  Returns details for services purchased by a specified client. No error occurs if the client is not found.

• Action
  Get clients

  Returns clients for the site, optionally filtered by a search term.

• Action
  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.

• Action
  Get client visits

  Returns details for client visits in the specified date range.

• Action
  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.

• Action
  Get contract

  Returns details for the specified contract. If the contract is not found an error will occur.

• Action
  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.

• Action
  Get enrollments

  Returns enrollments for clients within a specified date range.

• Action
  Get gift card balance

  Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.

• Action
  Get gift cards

  Returns up to 200 gift cards.

• Action
  Get locations

  Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.

• Action
  Get membership

  Returns details for the specified membership. If the membership is not found an error will occur.

• Action
  Get most recent client contract

  Returns details for the most recent contract for the specified client. An error occurs no contract is not found.

• Action
  Get packages

  Returns packages available for sale, optionally filtered to those sellable online.

• Action
  Get product

  Returns details for the specified product. If the product is not found an error will occur.

• Action
  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.

• Action
  Get product inventory

  Returns inventory information for the specified product at all locations.

• Action
  Get program

  Returns details for the specified program. If the program is not found an error will occur.

• Action
  Get required client fields

  Returns the site's required client fields (e.g. Birthday, Gender).

• Action
  Get sale

  Returns details for the specified sale. If the sale is not found an error will occur.

• Action
  Get sales in date range

  Lists MINDBODY sales in a date range. Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.

• Action
  Get scheduled client visits

  Returns details for all of the specified client's scheduled visits, optionally in a specified date range.

• Action
  Get service

  Returns details for the specified service. If the service is not found an error will occur.

• Action
  Get session type

  Returns details for the specified session type. If the session type is not found an error will occur.

• Action
  Get site

  Returns details for the site associated with the configured connection

• Action
  Get site for specified account

  Returns details for the site connected to the specified account name.

• Action
  Get staff member

  Returns details for the specified staff member. If the staff member is not found an error will occur.

• Action
  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.

• Action
  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.

• Action
  List all clients

  Returns every client on your MINDBODY site, across all pages, optionally including inactive clients.

• Action
  List Client Indexes

  Lists the site's client indexes with their IDs, names and active values.

• Action
  List Client Memberships

  Returns details for all of the specified client's memberships.

• Action
  List Custom Payment Methods

  Returns every custom payment method set up for the Mindbody site, with each method's id and name.

• Action
  List Resources

  List the rooms and resources available for given session types and a location in a date range.

• Action
  List Staff Appointments

  Lists a staff member's appointments between a start and end date, with each appointment's time, status, session type and client.

• Action
  List Staff Unavailabilities

  Lists the time blocks when staff members are unavailable for appointments within a date range, optionally filtered to specific staff.

• Action
  Lookup client payment

  Returns payment information for the specified client and specified payment reference.

• Action
  Purchase contract

  Purchases a contract

• Action
  Purchase gift card

  Purchases a gift card

• Action
  Reactivate Client

  Reactivates a deactivated Mindbody client by ID so they can book and buy again.

• Action
  Remove client from a class

  Removes the specified client from the specified class.

• Action
  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.

• Action
  Select upcoming class

  A utility action that lets an upcoming class in the specified timeframe to be selected from a dropdown. The selected class' id is emitted as output.

• Action
  Send password reset email

  Sends a password reset email to the specified user.

• Action
  Shopping cart - add item: package

  Adds a package to the shopping cart.

• Action
  Shopping cart - add item: product

  Adds a product to the shopping cart.

• Action
  Shopping cart - add item: service

  Adds a service to the shopping cart.

• Action
  Shopping cart - add item: tip

  Adds a tip to the shopping cart.

• Action
  Shopping cart - add payment: cash

  Adds a cash payment to the shopping cart.

• Action
  Shopping cart - add payment: check

  Adds a check payment to the shopping cart.

• Action
  Shopping cart - add payment: comp

  Adds a complimentary amount to the shopping cart.

• Action
  Shopping cart - add payment: custom

  Adds a payment to the shopping cart using the specified custom payment method.

• Action
  Shopping cart - add payment: gift card

  Adds a gift card payment to the shopping cart.

• Action
  Shopping cart - add payment: stored credit card

  Adds a stored credit card payment to the shopping cart.

• Action
  Shopping cart - checkout

  Submits the shopping cart for checkout.

• Action
  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.

• Action
  Shopping cart - delete

  Deletes the specified cart from the database.

• Action
  Shopping cart - get totals

  Calculates the total amount of the cart.

• Action
  Terminate Client Contract

  Ends a client's contract in MINDBODY on a set termination date, with an optional termination code and comments.

• Action
  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.

• Action
  Update appointment

  Updates an existing appointment

• Action
  Update client

  Updates a client by ID.

• Action
  Update client id

  Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.

• Action
  Update Client Service Dates

  Changes the expiration date, and optionally the active date, of a pricing option (pass, membership or class pack) on a client's account.

• Action
  Update client visit

  Updates a client visit.

• Action
  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.

• Action
  Update product price

  Updates the price of the specified product.

• Action
  Update sale date

  Updates the date of the specified sale.

• Action
  Update service price

  Updates the price of the specified service.

• Action
  Update staff

  Updates an existing staff member

• Action
  Upload client document

  Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB

• Action
  Upload client profile photo

  Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.