--- title: "Connect Mindbody to RAYNET CRM - APIANT.ai" description: "When \"Class updated\" fires in Mindbody, your agent runs \"Add Activity - Email\" in RAYNET CRM." canonical: "https://apiant.ai/connect/mindbody-to-raynet-crm" --- # Connect Mindbody to RAYNET CRM When **Class updated** fires in [Mindbody](https://apiant.ai/connections/mindbody), your agent runs **Add Activity - Email** in [RAYNET CRM](https://apiant.ai/connections/raynet-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Mindbody **57** triggers Mindbody **120** actions RAYNET CRM **152** 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 RAYNET CRM 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 can start in RAYNET CRM - When **Class updated** in Mindbody then **Add Activity - Email** in RAYNET CRM - When **Completed appointment** in Mindbody then **Add Activity - Mass Email** in RAYNET CRM 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 RAYNET CRM ## Triggers and actions 57 triggers · 272 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 - Action **Add Activity - Call** Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead. - Action **Add Activity - Email** Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Event** Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Letter** Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Mass Email** Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service. - Action **Add Activity - Meeting** Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Task** Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead. - Action **Add Address to Contact - Account** Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM. - Action **Add Attachment** Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder. - Action **Add Business - Deal** Creates a new deal in RAYNET CRM for an account and returns the new deal's ID. - Action **Add Business - Price List** Creates a new price list in RAYNET CRM and returns its id. - Action **Add Business - Product** Creates a new product in the RAYNET CRM product catalog. - Action **Add Business - Project** Creates a new project for an account in RAYNET CRM and returns its ID. - Action **Add Business - Quote** Creates a new quote (offer) for an account and deal in RAYNET CRM. - Action **Add Business - Sales Order** Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID. - Action **Add Contact - Account** Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values. - Action **Add Contact - Contact** Creates a new contact (person) in RAYNET CRM and returns its ID. - Action **Add Contact - Lead** Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses. - Action **Add DMS - Document** Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link. - Action **Add DMS - Folder** Creates a new folder in RAYNET Documents, optionally inside a parent folder. - Action **Add Invoice** Creates a new invoice in RAYNET CRM for an account, with optional line items and payments. - Action **Add Item to Business - Deal** Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price. - Action **Add Item to Business - Quote** Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item. - Action **Add Item to Business - Sales Order** Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM. - Action **Add Participant to Business - Deal** Adds an account or a contact as a participant on a deal. - Action **Add Participant to Business - Project** Adds an account or contact as a participant on a RAYNET project. - Action **Add Tag to Contact - Account** Adds one or more tags to an account in RAYNET CRM. - Action **Add Tag to Contact - Contact** Adds one or more tags to a contact in RAYNET CRM. - Action **Delete Activity - Call** Deletes a call activity from RAYNET CRM. - Action **Delete Activity - Email** Deletes an email activity from RAYNET CRM. - Action **Delete Activity - Letter** Deletes a letter activity from RAYNET CRM. - Action **Delete Activity - Mass Email** Deletes a mass email activity from RAYNET CRM. - Action **Delete Activity - Meeting** Deletes a meeting activity from RAYNET CRM. - Action **Delete Activity - Task** Deletes a task activity from RAYNET CRM. - Action **Delete Address From Contact - Account** Deletes an address from an account. The account's primary address cannot be deleted. - Action **Delete Business - Deal** Deletes a deal from RAYNET CRM. - Action **Delete Business - Price List** Deletes a price list from RAYNET CRM. - Action **Delete Business - Product** Deletes a product from the RAYNET CRM product catalog. - Action **Delete Business - Project** Deletes a project from RAYNET CRM. - Action **Delete Business - Quote** Deletes a quote (offer) from RAYNET CRM. - Action **Delete Business - Sales Order** Deletes a sales order in RAYNET CRM. - Action **Delete Contact - Account** Deletes an account (company) from RAYNET CRM. - Action **Delete Contact - Contact** Deletes a contact (person) from RAYNET CRM. - Action **Delete Contact - Lead** Deletes a lead from RAYNET CRM. - Action **Delete DMS - Document** Deletes a document from the RAYNET CRM document management system. - Action **Delete Invoice** Deletes an invoice from RAYNET CRM. - Action **Delete Item of Business - Deal** Deletes a product line item from a deal. - Action **Delete Item of Business - Quote** Deletes an item (product line) from a quote in RAYNET CRM. - Action **Delete Item of Business - Sales Order** Deletes an item (product line) from a sales order in RAYNET CRM. - Action **Delete Participant From Business - Deal** Removes a participant from a deal in RAYNET CRM. - Action **Delete Participant From Business - Project** Removes a participant from a project in RAYNET CRM. - Action **Delete Tag From Contact - Account** Removes one or more tags from an account in RAYNET CRM. - Action **Delete Tag From Contact - Contact** Removes one or more tags from a contact in RAYNET CRM. - Action **Detail of Activity - Call** Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields. - Action **Detail of Activity - Email** Returns the details of an email activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Event** Returns the full details of an event activity, including its participants and custom fields. - Action **Detail of Activity - Letter** Returns the details of a letter activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Mass Email** Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics. - Action **Detail of Activity - Meeting** Returns the details of a meeting activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Task** Returns the full details of a task activity in RAYNET CRM, including its custom fields. - Action **Detail of Business - Deal** Returns the full details of a deal, including its items and custom fields. - Action **Detail of Business - Price List** Returns the details of a price list, including its items and product prices. - Action **Detail of Business - Product** Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields. - Action **Detail of Business - Project** Returns the full details of a RAYNET project, including its custom fields. - Action **Detail of Business - Quote** Returns the full details of a quote (offer), including its items and custom fields. - Action **Detail of Business - Sales Order** Returns the full details of a sales order, including its items, addresses, tags and custom fields. - Action **Detail of Contacts - Account** Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields. - Action **Detail of Contacts - Contact** Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields. - Action **Detail of Contacts - Lead** Returns the full details of a lead, including its custom fields. - Action **Detail of DMS - Document** Returns the details of a DMS document, including its folder, category, status, validity dates and attachments. - Action **Detail of Invoice** Returns the full details of an invoice, including its items, payments and custom fields. - Action **Invalidate Business - Deal** Marks a deal in RAYNET CRM as invalid. - Action **Invalidate Business - Product** Marks a product in RAYNET CRM as invalid so it no longer appears as an active product. - Action **Invalidate Business - Project** Marks a project as invalid in RAYNET CRM. - Action **Invalidate Business - Quote** Marks a quote (offer) in RAYNET CRM as invalid. - Action **Invalidate Business - Sales Order** Marks an existing sales order as invalid in RAYNET CRM. - Action **Invalidate Contact - Account** Marks a RAYNET CRM account as invalid. - Action **Invalidate Contact - Contact** Marks a contact as invalid in RAYNET CRM. - Action **Invalidate DMS - Document** Marks a document in the RAYNET CRM document store as invalid. - Action **List of Activities - Events** Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags. - Action **List of Activities - Letters** Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags. - Action **List of Activities - Mass Email** Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient. - Action **List of Activities - Meetings** Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields. - Action **List of Activities - Tasks** Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields. - Action **List of Business - Deals** Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more. - Action **List of Business - Price Lists** Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search. - Action **List of Contacts - Accounts** Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time. - Action **List of Contacts - Contacts** Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields. - Action **List of DMS - Folders and Files** Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID. - Action **List of Participants of Business - Deal** Returns the participants (accounts and contacts) attached to a deal, with their participation category and note. - Action **List of Participants of Business - Project** Returns the participants (accounts and contacts) of a project, with their category and note. - Action **Lock Activity - Call** Locks a call activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Email** Locks an email activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Event** Locks a RAYNET CRM event so it can no longer be edited. - Action **Lock Activity - Letter** Locks a letter activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Meeting** Locks a meeting in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Task** Locks a task in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Deal** Locks a deal in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Price List** Locks a price list in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Project** Locks a RAYNET CRM project so its record can no longer be edited. - Action **Lock Business - Quote** Locks a quote in RAYNET CRM so it can no longer be edited. - Action **Lock Contact - Account** Locks an account in RAYNET CRM so its record cannot be edited. - Action **Lock Contact - Contact** Locks a contact record in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Lead** Locks a lead in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Sales Order** Locks a sales order in RAYNET CRM so it can no longer be edited. - Action **Lock DMS - Document** Locks a DMS document in RAYNET CRM so it cannot be edited. - Action **Lock Invoice** Locks an invoice in RAYNET CRM so it can no longer be edited. - Action **Modifying Activity - Call** Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants. - Action **Modifying Activity - Email** Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants. - Action **Modifying Activity - Event** Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Letter** Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Mass Email** Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics. - Action **Modifying Activity - Meeting** Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Task** Updates an existing task in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Deal** Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Business - Price List** Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed. - Action **Modifying Business - Product** Modifies an existing product's code, name, pricing, category, tags and custom fields. - Action **Modifying Business - Project** Updates an existing project in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Quote** Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields. - Action **Modifying Business - Sales Order** Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Account** Updates an existing account in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Contact** Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Lead** Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying DMS - Document** Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder. - Action **Modifying Invoice** Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed. - Action **Modify Item of Business - Deal** Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax. - Action **Modify Item of Business - Quote** Updates an item (product line) on an existing quote (offer) in RAYNET CRM. - Action **Modify Item of Business - Sales Order** Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note. - Action **Renew Validity of Business - Deal** Renews the validity of an invalidated deal in RAYNET CRM, making it valid again. - Action **Renew Validity of Business - Product** Renews the validity of a product that was previously marked invalid, making it usable again. - Action **Renew Validity of Business - Project** Renews the validity of a previously invalidated project in RAYNET CRM. - Action **Renew Validity of Business - Quote** Renews the validity of a previously invalidated quote (offer) in RAYNET CRM. - Action **Renew Validity of Business - Sales Order** Renews the validity of a previously invalidated sales order in RAYNET CRM. - Action **Renew Validity of Contact - Account** Renews the validity of an invalidated account in RAYNET CRM. - Action **Renew Validity of Contact - Contact** Renews the validity of a previously invalidated contact in RAYNET CRM. - Action **Renew Validity of DMS - Document** Renews the validity of a previously invalidated document in the RAYNET CRM document management system. - Action **Unlock Activity - Call** Unlocks a locked call activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Email** Unlocks an email activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Event** Unlocks a locked event activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Letter** Unlocks a locked letter activity so it can be edited again. - Action **Unlock Activity - Meeting** Unlocks a RAYNET meeting activity so it can be edited again. - Action **Unlock Activity - Task** Unlocks a locked task in RAYNET CRM so it can be edited again. - Action **Unlock Business - Deal** Unlocks a locked deal so it can be edited again. - Action **Unlock Business - Price List** Unlocks a price list in RAYNET CRM so it can be edited again. - Action **Unlock Business - Project** Unlocks a locked project in RAYNET CRM so it can be edited again. - Action **Unlock Business - Quote** Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Account** Unlocks an account record in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Contact** Unlocks a locked contact in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Lead** Unlocks a locked lead in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Sales Order** Unlocks a sales order in RAYNET CRM so it can be edited again. - Action **Unlock DMS - Document** Unlocks a DMS document in RAYNET CRM so it can be edited again. - Action **Unlock Invoice** Unlocks an invoice in RAYNET CRM so it can be edited again. ## Each app on its own - [ **Mindbody** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connections/mindbody) - [ **RAYNET CRM** RAYNET CRM is an online software that helps salespeople and managers record business easily.](https://apiant.ai/connections/raynet-crm) 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 RAYNET CRM - [ **HubSpot to RAYNET CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-raynet-crm) - [ **Salesforce to RAYNET CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-raynet-crm) - [ **Slack to RAYNET CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-raynet-crm) - [ **Google Sheets to RAYNET CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-raynet-crm) - [ **Gmail to RAYNET CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raynet-crm) - [ **Google Calendar to RAYNET CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raynet-crm) Questions ## Mindbody and RAYNET CRM, 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 RAYNET CRM when something happens in Mindbody? Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RAYNET CRM to Mindbody? RAYNET CRM has no triggers in the catalog today, so automations start in Mindbody. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it. ### ### Do I have to build a connector for Mindbody or RAYNET CRM? 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 RAYNET CRM 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.