Integration

Connect MINDBODY to Better Proposals

When something happens in MINDBODY, your agent does the next thing in Better Proposals. Describe it in plain language and the automation is built, tested on every branch and kept running.

MINDBODY57 triggersMINDBODY108 actionsBetter Proposals3 triggersBetter Proposals1 action

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Triggers and actions 60 triggers · 109 actions

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 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
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
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 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. API docs: https://developers.mindbodyonline.com/PublicDocumentation/V6#get-classdescriptions
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 (GET /sale/sales). 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 Client Memberships
Returns details for all of the specified client's memberships.
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
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
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 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
Trigger
Proposal Opened
Triggers when a proposal is opened.
Trigger
Proposal Paid
Triggers when a proposal is paid.
Trigger
Proposal Signed
Triggers when a proposal is signed.
Action
Create a Proposal
Creates a new proposal.

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