Connect Mindbody and PandaDoc

Both apps 202Mindbody 180PandaDoc 22

• 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

• Trigger
  Document completed

  Polling trigger. Fires when a document reaches completed status. Dedup by document id.

• Trigger
  Document completed (instant)

  Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.

• Trigger
  Document updated

  Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.

• Action
  Change document status

  Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.

• Action
  Create contact

  Creates a new contact.

• Action
  Create document from template

  Creates a new document from a template, with recipients, tokens, fields, and pricing tables.

• Action
  Create document link

  Generates a shareable session link for a recipient to view/sign a document.

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete document

  Deletes a document by ID.

• Action
  Download document PDF

  Returns the document as a PDF file. Use watermark options as needed.

• Action
  Find document by name

  Finds a document by name and emits its ID. An error occurs if none or more than one is found.

• Action
  Get document details

  Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.

• Action
  Get document entered data

  Emits arrays of field and token names and values for the specified document.

• Action
  Get document status

  Returns the current status of a document by ID.

• Action
  Get template details

  Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.

• Action
  List contacts

  Lists contacts in the workspace.

• Action
  List documents

  Lists documents, optionally filtered by status, template, folder, or search query.

• Action
  List folders

  Lists document folders.

• Action
  List members

  Lists workspace members (users).

• Action
  List templates

  Lists available document templates.

• Action
  Send document

  Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.

• Action
  Update contact

  Updates an existing contact by ID.

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