--- title: "Connect Mindbody and Raiser's Edge - APIANT.ai" description: "When \"Class updated\" fires in Mindbody, your agent runs \"Create Constituent Email Address\" in Raiser's Edge." canonical: "https://apiant.ai/connect/mindbody-to-raiser-s-edge" --- # Connect Mindbody and Raiser's Edge When **Class updated** fires in [Mindbody](https://apiant.ai/connections/mindbody), your agent runs **Create Constituent Email Address** in [Raiser's Edge](https://apiant.ai/connections/raiser-s-edge), or **New Action** in Raiser's Edge to **Add contact log** in Mindbody. Describe the whole flow and it is built, tested on every scenario and kept running. Mindbody **57** triggers Mindbody **120** actions Raiser's Edge **13** triggers Raiser's Edge **83** 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 Mindbody and Raiser's Edge 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) Example flows ## What Mindbody and Raiser's Edge can do together ### From Mindbody to Raiser's Edge - When **Class updated** in Mindbody then **Create Constituent Email Address** in Raiser's Edge - When **Completed appointment** in Mindbody then **Create Constituent Note** in Raiser's Edge ### From Raiser's Edge to Mindbody - When **New Action** in Raiser's Edge then **Add contact log** in Mindbody - When **New Constituent** in Raiser's Edge then **Add account credit to client** in Mindbody 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 Mindbody and Raiser's Edge ## Triggers and actions 70 triggers · 203 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 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 **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 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 **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 **New Action** Triggers when a new action is added to any constituent in Raiser's Edge NXT. - Trigger **New Constituent** Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id. - Trigger **New Event** Triggers when a new event is created in Raiser's Edge NXT. - Trigger **New Event Participant** Triggers when a new participant is added to the selected Raiser's Edge NXT event. - Trigger **New Fund** Triggers when a new fund is created in Raiser's Edge NXT. - Trigger **New Gift** Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id. - Trigger **New Gift Batch** Triggers when a new gift batch is created in Raiser's Edge NXT. - Trigger **New Membership** Triggers when a new membership is added to a constituent in Raiser's Edge NXT. - Trigger **New Note** Triggers when a new note is added to a constituent record in Raiser's Edge NXT. - Trigger **New Opportunity** Triggers when a new opportunity is created in Raiser's Edge NXT. - Trigger **New or Updated Gift** Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear. - Trigger **New or Updated Opportunity** Triggers when an opportunity is created or updated in Raiser's Edge NXT. - Trigger **Updated Constituent** Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified. - Action **Add Constituent Code** Assigns a constituent code (classification) to a constituent. - Action **Create Constituent** Creates a new constituent (individual or organization) in The Raiser's Edge. - Action **Create Constituent Action** Creates an action (interaction/task) on a constituent record. - Action **Create Constituent Address** Adds an address to a constituent record. - Action **Create Constituent Custom Field** Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories. - Action **Create Constituent Email Address** Adds a new email address to a constituent record in Raiser's Edge NXT. - Action **Create Constituent Note** Adds a note to a constituent record. - Action **Create Constituent Phone** Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID. - Action **Create Event** Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID. - Action **Create Event Participant** Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant. - Action **Create Gift** Creates a new gift (donation) for a constituent. - Action **Create Gift Batch** Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID. - Action **Create Gift Custom Field** Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories. - Action **Create Membership** Adds a membership to a constituent in Raiser's Edge NXT. - Action **Create Opportunity** Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent. - Action **Create Opportunity Note** Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID. - Action **Create Participant Fee** Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation. - Action **Delete Action** Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT. - Action **Delete Constituent Address** Deletes an address from a constituent record in Raiser's Edge NXT. - Action **Delete Constituent Email Address** Deletes an email address from a constituent record in Raiser's Edge NXT. - Action **Delete Constituent Phone** Deletes a phone number from a constituent's record in Raiser's Edge NXT. - Action **Delete Event** Deletes an event from Raiser's Edge NXT. - Action **Delete Event Participant** Deletes a participant from a Raiser's Edge NXT event. - Action **Delete Note** Deletes a constituent note in Raiser's Edge NXT. - Action **Delete Opportunity** Deletes an opportunity from Raiser's Edge NXT. - Action **Downgrade Membership** Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded. - Action **Drop Membership** Drops an active or lapsed membership in Raiser's Edge NXT. - Action **Find Duplicate Constituents** Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match. - Action **Get Action** Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal. - Action **Get Appeal** Returns an appeal by its ID, including its category, dates, goal and custom field values. - Action **Get Campaign** Returns a campaign by its ID, including its category, dates, goal and custom field values. - Action **Get Constituent** Retrieves a constituent by system record id. - Action **Get Constituent Latest Gift** Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to. - Action **Get Constituent Lifetime Giving** Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving. - Action **Get Event** Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal. - Action **Get Event Participant** Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level. - Action **Get Gift** Retrieves a gift by system record id. - Action **Get Membership** Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed. - Action **Get Note** Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to. - Action **Get Opportunity** Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values. - Action **Get Package** Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count. - Action **List Actions** Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list. - Action **List Appeals** Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals. - Action **List Campaigns** Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns. - Action **List Constituent Actions** Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first. - Action **List Constituent Addresses** Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses. - Action **List Constituent Codes** Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status. - Action **List Constituent Custom Fields** Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date. - Action **List Constituent Email Addresses** Returns all email addresses on file for a constituent, optionally including inactive ones. - Action **List Constituent Memberships** Returns every membership held by a constituent, including program, category, dues, dates, standing and members. - Action **List Constituent Notes** Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes. - Action **List Constituent Phones** Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags. - Action **List Constituents** Lists constituents with paging (limit/offset). - Action **List Constituents in List** Returns constituents that belong to a saved list (by list id). - Action **List Event Fees** Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold. - Action **List Event Participants** Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more. - Action **List Events** Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified. - Action **List Funds** Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds. - Action **List Gift Batches** Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions. - Action **List Gift Custom Fields** Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date. - Action **List Gifts** Lists gifts, optionally filtered by constituent, with paging. - Action **List Memberships** Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date. - Action **List Opportunities** Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text. - Action **List Opportunity Notes** Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author. - Action **List Packages** Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified. - Action **List Participant Fees** Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for. - Action **Rejoin Membership** Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership. - Action **Renew Membership** Renews an existing Raiser's Edge NXT membership for a new term. - Action **Search Constituents** Searches constituents by name, lookup id, email, or other text. - Action **Update Action** Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed. - Action **Update Constituent** Updates an existing constituent's core fields. - Action **Update Constituent Address** Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed. - Action **Update Constituent Custom Field** Updates the value, comment or date of an existing custom field on a constituent record. - Action **Update Constituent Email Address** Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email. - Action **Update Constituent Phone** Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting. - Action **Update Event** Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed. - Action **Update Event Participant** Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed. - Action **Update Gift** Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed. - Action **Update Gift Acknowledgement** Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT. - Action **Update Gift Receipt** Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status. - Action **Update Note** Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values. - Action **Update Opportunity** Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers. - Action **Upgrade Membership** Upgrades a membership to a higher category during its current membership cycle. ## Each app on its own - [ **Mindbody** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connections/mindbody) - [ **Raiser's Edge** The Raiser's Edge NXT by Blackbaud — a cloud-based fundraising and constituent relationship management...](https://apiant.ai/connections/raiser-s-edge) Reviews ## What our customers say ## More from Mindbody - [ **Mindbody to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mindbody-to-salesforce) - [ **Mindbody to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/mindbody-to-google-calendar) - [ **Mindbody to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mindbody-to-quickbooks-online) - [ **Mindbody to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/mindbody-to-trello) - [ **Mindbody to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/mindbody-to-zoom) - [ **Mindbody to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/mindbody-to-pandadoc) ## More into Raiser's Edge - [ **HubSpot to Raiser's Edge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-raiser-s-edge) - [ **Google Sheets to Raiser's Edge** Google Sheets](https://apiant.ai/connect/google-sheets-to-raiser-s-edge) - [ **Gmail to Raiser's Edge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raiser-s-edge) - [ **Google Calendar to Raiser's Edge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raiser-s-edge) - [ **Google Drive to Raiser's Edge** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-raiser-s-edge) - [ **Mailchimp to Raiser's Edge** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-raiser-s-edge) Questions ## Mindbody and Raiser's Edge, answered ### ### What can start an automation from Mindbody? Any of Mindbody's 57 triggers in the catalog, including Class updated, Completed appointment, New appointment booking and New class booking. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Raiser's Edge when something happens in Mindbody? Any of Raiser's Edge's 83 actions, including Create Constituent, Create Constituent Action, Create Constituent Address and Create Constituent Custom Field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Raiser's Edge to Mindbody? Yes. When something happens in Raiser's Edge, your agent can act in Mindbody too. This page covers both directions: Raiser's Edge's triggers and Mindbody's actions are listed here as well. ### ### Do I have to build a connector for Mindbody or Raiser's Edge? 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 Mindbody and Raiser's Edge 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.