--- title: "Connect HubSpot and Mindbody - APIANT.ai" description: "When \"Form submitted\" fires in HubSpot, your agent runs \"Add contact log\" in Mindbody." canonical: "https://apiant.ai/connect/hubspot-to-mindbody" --- # Connect HubSpot and Mindbody When **Form submitted** fires in [HubSpot](https://apiant.ai/connections/hubspot), your agent runs **Add contact log** in [Mindbody](https://apiant.ai/connections/mindbody), or **Cancelled membership** in Mindbody to **Add or update contact** in HubSpot. Describe the whole flow and it is built, tested on every scenario and kept running. HubSpot **29** triggers HubSpot **137** actions Mindbody **57** triggers Mindbody **123** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. [ Mindbody Partner Award winner: Most Valuable Partner (opens the announcement in a new tab)](https://www.mindbodyonline.com/company/press/mindbody-announces-third-annual-bold-partner-award-winners) ## What do you want HubSpot and Mindbody to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Studios and clinics run day-to-day bookings, contracts and memberships in MINDBODY while sales and follow-up live in HubSpot. Joining them means a new MINDBODY client shows up as a HubSpot contact, contract sales land on the right deal, and notes or form submissions travel back to the client record staff actually work from. Example flows ## What HubSpot and Mindbody can do together ### From HubSpot to Mindbody - When **Form submitted** in HubSpot then **Add contact log** in Mindbody - When **New note added to contact** in HubSpot then **Add or update client** in Mindbody ### From Mindbody to HubSpot - When **Cancelled membership** in Mindbody then **Add or update contact** in HubSpot - When **New client** in Mindbody then **Add ticket** in HubSpot Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with HubSpot and Mindbody ## Triggers and actions 86 triggers · 260 actions - Trigger **Company deleted** Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Contact deleted** Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Deal deleted** Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Deal stage changed** Triggers when a deal moves to a new stage in a pipeline. - Trigger **Form submitted** Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks. - Trigger **New associated object** Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company). - Trigger **New blog post** Triggers on a new blog post added to the selected blog. - Trigger **New calendar task +30d** Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist. - Trigger **New company** Triggered when a new company is added. - Trigger **New company (instant)** Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New contact** Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New deal** Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New note added to contact** Triggers when a note linked to a contact is added in HubSpot. - Trigger **New or changed engagements** Triggers on new or changed engagements. - Trigger **New or updated company** Triggered when a company is created or modified - Trigger **New or updated contact** Triggers on new or updated contacts. - Trigger **New or updated contact (Custom Fields Included)** Triggered when a contact is created or updated. - Trigger **New or updated deal** Triggered when a deal is created or updated. - Trigger **New or updated ticket** Triggered when a ticket is created or updated. - Trigger **New social media message** Triggered when a new social media message is added. - Trigger **New ticket** Triggers when new ticket is available. - Trigger **Ticket property changed** Triggered when the chosen property changes on a ticket - Trigger **Two-way sync new or updated companies** A trigger for two-way syncing new and updated companies, 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 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. - Trigger **Updated company custom property** Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated contact** Triggered when a contact is updated. - Trigger **Updated contact custom property** Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated contact custom property by name** Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated deal custom property** Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Action **Add company** Adds a new company. - Action **Add contact** Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added. - Action **Add contact to list** Adds a contact to the specified contact list. - Action **Add contact to workflow** Enrolls a contact to a workflow provided the workflow ID and the contact email. - Action **Add custom object record** Adds a record to the specified custom object. - Action **Add deal** Creates a new deal and optionally associates it with a contact and/or company. - Action **Add meeting** Creates a meeting engagement. - Action **Add or update company** Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated. - Action **Add or update contact** Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output. - Action **Add or update deal** Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found. - Action **Add ticket** Adds a new ticket. - Action **Append company dropdown property values** Appends one or more values to a company dropdown property. An error occurs if the named property is not found. - Action **Append company multi-select property dropdown values** Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found. - Action **Append contact dropdown property values** Appends one or more values to a contact dropdown property. An error occurs if the named property is not found. - Action **Append contact multi-select property dropdown values** Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found. - Action **Append deal dropdown property values** Appends one or more values to a deal dropdown property. An error occurs if the named property is not found. - Action **Append deal multi-select property dropdown values** Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found. - Action **Append ticket dropdown property values** Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found. - Action **Append ticket multi-select property values** Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found. - Action **Clear contact property value** Erases the value of specified property for the specified contact. - Action **Clear deal property value** Erases the value of specified property for the specified deal. - Action **Clear ticket property value** Erases the value of specified property for the specified ticket. - Action **Convert to valid property name** Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters. - Action **Copy workflow** Copies the specified workflow. The new workflow will have "COPY" appended to its name. - Action **Create a blog post** Creates a new blog post - Action **Create a company property: boolean checkbox** Creates a boolean checkbox company property. No error occurs if the property already exists. - Action **Create a company property: dropdown select** Creates a dropdown select list company property. No error occurs if the property already exists. - Action **Create a company property group** Creates a company property group. No error occurs if the group already exists. - Action **Create a company property: multi-select** Creates a multi-select list company property. No error occurs if the property already exists. - Action **Create a company property: single value** Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create a contact list** Creates a contact list. An error occurs if the list already exists. - Action **Create a contact property: boolean checkbox** Creates a boolean checkbox contact property. No error occurs if the property already exists. - Action **Create a contact property: dropdown select** Creates a dropdown select list contact property. No error occurs if the property already exists. - Action **Create a contact property group** Creates a contact property group. No error occurs if the group already exists. - Action **Create a contact property: multi-select** Creates a multi-select list contact property. No error occurs if the property already exists. - Action **Create a contact property: single value** Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create a deal pipeline and stages** Creates a new deal pipeline and up to 10 stages. - Action **Create a deal property** Creates a deal property. No error occurs if the property already exists. - Action **Create a deal property: boolean checkbox** Creates a boolean checkbox deal property. No error occurs if the property already exists. - Action **Create a deal property: dropdown select** Creates a dropdown select list deal property. No error occurs if the property already exists. - Action **Create a deal property group** Creates a deal property group. No error occurs if the group already exists. - Action **Create a deal property: multi-select** Creates a multi-select list deal property. No error occurs if the property already exists. - Action **Create a deal property: single value** Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create an email engagement** Logs an incoming email in HubSpot and links it to the given contacts, companies and deals. - Action **Create a note engagement** Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets. - Action **Create association** Creates an association between two objects - Action **Create association: contact to contact** Creates an association between two contacts - Action **Create association type** Creates an association type between two objects. An error occurs if the association already exists. - Action **Create a task engagement** Creates a new task engagement. - Action **Create a ticket property: boolean checkbox** Creates a boolean checkbox ticket property. No error occurs if the property already exists. - Action **Create a ticket property: dropdown select** Creates a dropdown select list ticket property. No error occurs if the property already exists. - Action **Create a ticket property group** Creates a ticket property group. No error occurs if the group already exists. - Action **Create a ticket property: multi-select** Creates a multi-select list ticket property. No error occurs if the property already exists. - Action **Create a ticket property: single value** Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create custom association** Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type. - Action **Create record** Creates a record of the selected CRM object type with the supplied properties. - Action **CRM card: set display values** Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display. - Action **Delete contact** Deletes a contact provided its contact ID. - Action **Delete contact list** Deletes a contact list specified by ID. - Action **Delete contact secondary email** Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found. - Action **Delete deal** Deletes a deal provided its deal ID. - Action **Delete record** Deletes a record of the selected CRM object type by ID. - Action **Delete ticket** Deletes a ticket provided a ticket ID. - Action **Find companies associated to contact** Returns up to 500 company IDs associated with the specified contact - Action **Find company by name** Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted. - Action **Find company by property** Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs. - Action **Find contact by email** Finds a contact by email. If the contact is not found, no information is emitted and no error occurs. - Action **Find contact by property** Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields. - Action **Find contact list by name** Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list. - Action **Find contacts by property** Returns contact IDs for all contacts matching the specified property value. - Action **Find custom object records associated to contact** Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass. - Action **Find custom object records by property** Returns record IDs for all records of the specified custom object matching the specified property value. - Action **Find deal by name** Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted. - Action **Find deal by property** Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs. - Action **Find deals associated to company** Returns up to 500 deal IDs associated with the specified company - Action **Find deals associated to contact** Returns up to 500 deal IDs associated with the specified contact - Action **Find owner by email** Fetches owner details for an owner with the specified email address. - Action **Find pipeline by name** Finds a pipeline provided its name and its type. - Action **Find recently modified deals** Returns recently modified deals. - Action **Get associated records with labels** List the records associated to a record, including the label and type of each association. - Action **Get association types** Returns all association types between the specified two object types. - Action **Get calls for contact** Returns all calls with the specified contact, optionally within a specified datetime range. - Action **Get calls for deal** Returns all calls with the specified deal, optionally within a specified datetime range. - Action **Get company** Returns company details for the specified ID. - Action **Get contact** Returns contact details for the specified ID. - Action **Get contact list** Read a single contact list by its ID. - Action **Get contact secondary emails** Returns all secondary emails for the specified contact. - Action **Get custom object records batch by IDs** Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass. - Action **Get deal** Returns details for the deal with the specified ID. - Action **Get emails for contact** Returns all emails with the specified contact, optionally within a specified datetime range. - Action **Get emails for deal** Returns all emails with the specified deal, optionally within a specified datetime range. - Action **Get meetings for contact** Returns all meetings with the specified contact, optionally within a specified datetime range. - Action **Get meetings for deal** Returns all meetings with the specified deal, optionally within a specified datetime range. - Action **Get notes for contact** Returns all notes with the specified contact, optionally within a specified datetime range. - Action **Get notes for deal** Returns all notes with the specified deal, optionally within a specified datetime range. - Action **Get Object by Field Value** Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID. - Action **Get object property info** Returns information for the specified property for the specified company, contact, or deal object type. - Action **Get owner** Returns details for the owner with the specified ID. - Action **Get record** Returns a single record of the selected CRM object type by ID. - Action **Get tasks for contact** Returns all tasks with the specified contact, optionally within a specified datetime range. - Action **Get tasks for deal** Returns all tasks with the specified deal, optionally within a specified datetime range. - Action **Get ticket** Returns details for the ticket with the specified ID. - Action **Get total number of contacts having property** Returns the total number of contacts having the specified property. - Action **Import records from CSV into object** Imports records from a CSV file into a specified object. - Action **List all workflows** Returns the name and id of all workflows visible in the portal. - Action **List contact IDs of a company** Given a company ID, finds all contacts in that company. - Action **List contact list memberships (v3)** Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id. - Action **List owners** Returns a list of HubSpot account owners, supporting pagination and optional filtering by email. - Action **List pipelines** Returns the pipelines for deals or tickets, depending on which object type you select. - Action **List pipeline stages** Returns the stages in a specific deal or ticket pipeline. - Action **List records** Lists records of the selected CRM object type. - Action **Log call** Logs a completed call in HubSpot and links it to the given contacts. - Action **Merge contacts** Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values. - Action **Parse property option errors** Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty. - Action **Remove contact from list (v3)** Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes. - Action **Search contact lists (v3)** Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type. - Action **Search records** Searches records of the selected CRM object type by filter criteria. - Action **Submit a form** Submits a form to the Forms API - Action **Two-way sync add or update a company** An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Unsubscribe contact from all lists** Unsubscribes a contact from all lists. - Action **Update company** Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update company multi-select property - check value** Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked. - Action **Update company multi-select property - uncheck value** Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed). - Action **Update contact** Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update contact multi-select property - check value** Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked. - Action **Update contact multi-select property - uncheck value** Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed). - Action **Update contact properties** Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update custom object multi-select property - check value** Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked. - Action **Update custom object record** Updates a specified record in the specified custom object. - Action **Update custom object record pipeline and stage** Updates the specified custom object record to place it in the specified pipeline and stage. - Action **Update deal** Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update deal multi-select property - check value** Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked. - Action **Update deal multi-select property - uncheck value** Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed). - Action **Update record** Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update ticket multi-select property - check value** Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked. - Action **Update ticket multi-select property - uncheck value** Updates the specified multi-select property for the specified ticket such that the specified value is unchecked. - Action **Upload Files** Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference. - 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 ## Each app on its own - [ **HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connections/hubspot) - [ **Mindbody** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connections/mindbody) Reviews ## What our customers say ## More from HubSpot - [ **HubSpot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **HubSpot to Google Sheets** Google Sheets](https://apiant.ai/connect/hubspot-to-google-sheets) - [ **HubSpot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubspot-to-stripe) - [ **HubSpot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hubspot-to-shopify) - [ **HubSpot to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **HubSpot to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/hubspot-to-pipedrive) ## More into Mindbody - [ **Slack to Mindbody** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mindbody) - [ **Google Sheets to Mindbody** Google Sheets](https://apiant.ai/connect/google-sheets-to-mindbody) - [ **Mailchimp to Mindbody** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mindbody) - [ **Stripe to Mindbody** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-mindbody) - [ **Shopify to Mindbody** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-mindbody) - [ **JIRA to Mindbody** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-mindbody) Questions ## HubSpot and Mindbody, answered ### ### How are MINDBODY clients matched to HubSpot contacts? Matching is done on email: the agent uses HubSpot's find contact by email lookup, then adds or updates the contact so an existing record is reused instead of duplicated. Going the other way, MINDBODY's add or update client action applies the same idea with the site's matching logic. ### ### What happens before the automation goes live? The agent builds what you describe, then tests every scenario against your MINDBODY site and HubSpot portal, including cases where no matching contact or client is found. Once it behaves the way you expect, it keeps running and you can adjust the fields or conditions later. ### ### What can start an automation from HubSpot? Any of HubSpot's 29 triggers in the catalog, including Form submitted, New note added to contact, Deal stage changed and New associated object. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mindbody when something happens in HubSpot? Any of Mindbody's 123 actions, including Add contact log, Add or update client, Add completed sale to client and Get class recently updated. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mindbody to HubSpot? Yes. When something happens in Mindbody, your agent can act in HubSpot too. This page covers both directions: Mindbody's triggers and HubSpot's actions are listed here as well. ### ### Do I have to build a connector for HubSpot or Mindbody? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use HubSpot and Mindbody without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.