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Triggers and actions 64 triggers · 161 actions
Trigger
Cancelled appointment bookingTriggered when an appointment booking is cancelled
Trigger
Cancelled class bookingFires when a client's class booking is cancelled.
Trigger
Cancelled class scheduleTriggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.
Trigger
Cancelled client contractTriggered when a client's contract is cancelled
Trigger
Cancelled membershipTriggered when a membership is cancelled
Trigger
Class updatedTriggered when a single class is updated.
Trigger
Completed appointmentTriggered when an appointment is completed.
Trigger
Deactivated clientTriggered when a client is deactivated
Trigger
Deactivated locationTriggered when a location is deactivated
Trigger
Every appointment in date rangeThis is not a standard trigger! Always emits every appointment in the configured date range.
Trigger
Every class in date rangeThis is not a standard trigger! Always emits classes in the configured date range.
Trigger
Every uncanceled class in date rangeThis is not a standard trigger! Always emits uncanceled classes in the configured date range.
Trigger
Merged clientsTriggered when clients are merged
Trigger
New appointment bookingTriggered when an appointment booking is created
Trigger
New class bookingTriggered 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 scheduleTriggered when a new class offering is scheduled
Trigger
New clientTriggered when a new client is added
Trigger
New client contractTriggered when a new contract is sold to a client
Trigger
New completed classTriggered 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 locationTriggered when a location is created
Trigger
New membershipTriggered when a new membership is created
Trigger
New or updated appointment -7d +30d for any connectionTriggered 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 rangeTriggered for new or updated appointments in the specified date range.
Trigger
New or updated classTriggered 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 clientTriggered 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 cardTriggered when a gift card is created or updated
Trigger
New or updated packageTriggered when a package is created or updated
Trigger
New or updated productTriggered 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 inventoryTriggered when inventory changes for a product, or when products are added.
Trigger
New or updated serviceTriggered when a service is created or updated
Trigger
New or updated session typeTriggered when session types are created or updated
Trigger
New or updated staff memberTriggered when staff member is created or updated
Trigger
New saleTriggered when a new sale is made to a client.
Trigger
New sale for any connected accountTriggered when a new sale is made to a client for any connected MINDBODY account.
Trigger
New sale itemized paymentTriggered 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 itemTriggered 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 daysTriggers for new sales that occur within the configured number of days
Trigger
Two-way sync new or updated clientsA 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 databaseTriggered 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 settingTriggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.
Trigger
Upcoming classTriggered when an uncanceled class is upcoming in the specified amount of time.
Trigger
Upcoming class in databaseTriggered 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 timeTriggered 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 bookingTriggered when an appointment booking is updated
Trigger
Updated class bookingTriggered when a booking for a class is updated
Trigger
Updated class booking with service IDTriggered when a booking for a class is updated
Trigger
Updated class scheduleTriggered 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 clientTriggered when a client is updated
Trigger
Updated client contractTriggered when a client's contract is updated
Trigger
Updated locationTriggered when a location is updated
Action
Add appointmentAdds a new appointment
Action
Add clientAdds a client. An error will occur if the client already exists.
Action
Add client relationshipAdds 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 enrollmentEnrolls 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 lookupAdds 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 clientAdds a completed sale to a client using a custom payment method.
Action
Add contact logCreates a new contact log.
Action
Add or update clientAdds or updates a client based on the selected matching logic.
Action
Add or update client indexAdds or updates a client index. Existing indexes on the client are not removed.
Action
Add site client indexAdds a site client index. An error will occur if the index name already exists.
Action
Add staffAdds a staff member
Action
Book client into a classBooks the specified client into the specified class.
Action
Calculate total spend for clientReturns the total amount of money received for the specified client, going back for the specified number of days.
Action
Client purchases: fetchFetches 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 recordEmits 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 emailReturns up to 100 clients that have the specified email address.
Action
Find clients by phoneReturns 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 nameReturns the ID of the specified contact log type. An error occurs if zero or multiple are found.
Action
Find salesSearches 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 rangeEmits accrual sales data over a given date range.
Action
Get activation codeGenerates an activation code and link to access a Mindbody Site API.
Action
Get all client contract IDsReturns 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 productsReturns all products
Action
Get all products inventoryReturns inventory information for all products at all locations.
Action
Get all sellable online productsReturns all products only sold online.
Action
Get all servicesRetrieves all services.
Action
Get all session typesReturns all session types
Action
Get all staff membersReturns all staff members
Action
Get appointmentReturns details for the specified appointment. If the appointment is not found an error occurs.
Action
Get bookable availabilitiesProbe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.
Action
Get cash sales within date rangeEmits 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 classReturns 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 descriptionReturns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty. API docs: https://developers.mindbodyonline.com/PublicDocumentation/V6#get-classdescriptions
Action
Get classesReturns scheduled classes for the site within an optional date range.
Action
Get class recently updatedReturns 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 schedulesReturns available class schedule templates, optionally filtered by date, location, staff, or program.
Action
Get class visitsFetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.
Action
Get clientReturns details for the specified client. If the client is not found an error will occur.
Action
Get client account balanceReturns 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 rangeReturns details for all of the specified client's appointments in the specified date range.
Action
Get client complete infoReturns 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 rangeReturns details for all of the specified client's contact logs in the specified date range.
Action
Get client contractReturns details for the specified client contract. If the client contract is not found an error will occur.
Action
Get Client MembershipReturns 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 IDReturns details for the specified service purchased by a specified client. No error occurs if none is found.
Action
Get client purchased servicesReturns details for services purchased by a specified client. No error occurs if the client is not found.
Action
Get clientsReturns clients for the site, optionally filtered by a search term.
Action
Get client services totals by product IDReturns 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 visitsReturns details for client visits in the specified date range.
Action
Get contact log typesReturns all defined contact log types. NOTE: currently returns no more than 200, which should be more than enough for most sites.
Action
Get contractReturns details for the specified contract. If the contract is not found an error will occur.
Action
Get custom payment method by nameReturns the ID of the custom payment method having the specified name. An error occurs if zero or multiple are found.
Action
Get enrollmentsReturns enrollments for clients within a specified date range.
Action
Get gift card balanceReturns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.
Action
Get gift cardsReturns up to 200 gift cards.
Action
Get locationsReturns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.
Action
Get membershipReturns details for the specified membership. If the membership is not found an error will occur.
Action
Get most recent client contractReturns details for the most recent contract for the specified client. An error occurs no contract is not found.
Action
Get packagesReturns packages available for sale, optionally filtered to those sellable online.
Action
Get productReturns details for the specified product. If the product is not found an error will occur.
Action
Get product filtered by sellable onlineReturns 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 inventoryReturns inventory information for the specified product at all locations.
Action
Get programReturns details for the specified program. If the program is not found an error will occur.
Action
Get required client fieldsReturns the site's required client fields (e.g. Birthday, Gender).
Action
Get saleReturns details for the specified sale. If the sale is not found an error will occur.
Action
Get sales in date rangeLists MINDBODY sales in a date range (GET /sale/sales). Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.
Action
Get scheduled client visitsReturns details for all of the specified client's scheduled visits, optionally in a specified date range.
Action
Get serviceReturns details for the specified service. If the service is not found an error will occur.
Action
Get session typeReturns details for the specified session type. If the session type is not found an error will occur.
Action
Get siteReturns details for the site associated with the configured connection
Action
Get site for specified accountReturns details for the site connected to the specified account name.
Action
Get staff memberReturns details for the specified staff member. If the staff member is not found an error will occur.
Action
Get visits within date rangeEmits 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 typesEmits all visits that occur in the specified date range, filtered by multiple session type ids and optionally a location id.
Action
List Client MembershipsReturns details for all of the specified client's memberships.
Action
Lookup client paymentReturns payment information for the specified client and specified payment reference.
Action
Purchase contractPurchases a contract
Action
Purchase gift cardPurchases a gift card
Action
Remove client from a classRemoves the specified client from the specified class.
Action
Return saleReturn 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 classA 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 emailSends a password reset email to the specified user.
Action
Shopping cart - add item: packageAdds a package to the shopping cart.
Action
Shopping cart - add item: productAdds a product to the shopping cart.
Action
Shopping cart - add item: serviceAdds a service to the shopping cart.
Action
Shopping cart - add item: tipAdds a tip to the shopping cart.
Action
Shopping cart - add payment: cashAdds a cash payment to the shopping cart.
Action
Shopping cart - add payment: checkAdds a check payment to the shopping cart.
Action
Shopping cart - add payment: compAdds a complimentary amount to the shopping cart.
Action
Shopping cart - add payment: customAdds a payment to the shopping cart using the specified custom payment method.
Action
Shopping cart - add payment: gift cardAdds a gift card payment to the shopping cart.
Action
Shopping cart - add payment: stored credit cardAdds a stored credit card payment to the shopping cart.
Action
Shopping cart - checkoutSubmits the shopping cart for checkout.
Action
Shopping cart - createInitializes 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 - deleteDeletes the specified cart from the database.
Action
Shopping cart - get totalsCalculates the total amount of the cart.
Action
Two-way sync add or update a clientAn 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 appointmentUpdates an existing appointment
Action
Update clientUpdates a client by ID.
Action
Update client idUpdates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.
Action
Update client visitUpdates a client visit.
Action
Update client with on-the-fly custom field id lookupUpdates 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 priceUpdates the price of the specified product.
Action
Update sale dateUpdates the date of the specified sale.
Action
Update service priceUpdates the price of the specified service.
Action
Update staffUpdates an existing staff member
Action
Upload client documentUploads a client document from the provided URL. NOTE: the file must be no larger than 4MB
Action
Upload client profile photoUploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB
Trigger
New AbsenceTriggered when a new absence is requested or recorded in the chosen Timesheet organization.
Trigger
New ProjectTriggered when a new project is created in Timesheet.
Trigger
New RateTriggered when a new pay rate is created in Timesheet.
Trigger
New TagTriggered when a new tag is created in Timesheet.
Trigger
New TaskTriggered when a new tracked time entry is recorded in Timesheet.
Trigger
New TeamTriggered when a new team is created in Timesheet.
Trigger
New TodoTriggered when a new to-do is created in Timesheet.
Action
Approve AbsenceApproves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.
Action
Create ExpenseCreates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.
Action
Create NoteCreates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.
Action
Create OrganizationCreates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.
Action
Create ProjectCreates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.
Action
Create RateCreates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.
Action
Create ReminderCreates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.
Action
Create TagCreates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.
Action
Create TaskCreates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.
Action
Create TeamCreates a team inside a Timesheet organization. Returns the new team with its ID.
Action
Create TodoCreates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.
Action
Delete ExpenseDeletes an expense from Timesheet. Returns confirmation that the expense was removed.
Action
Delete NoteDeletes a note from Timesheet. Returns confirmation that the note was removed.
Action
Delete OrganizationDeletes an organization from Timesheet. Returns confirmation that the organization was removed.
Action
Delete ProjectDeletes a project from Timesheet. Returns confirmation that the project was removed.
Action
Delete RateDeletes a pay rate from Timesheet. Returns confirmation that the rate was removed.
Action
Delete ReminderDeletes a reminder from Timesheet. Returns confirmation that the reminder was removed.
Action
Delete TagDeletes a tag from Timesheet. Returns confirmation that the tag was removed.
Action
Delete TaskDeletes a time entry from Timesheet. Returns confirmation that the entry was removed.
Action
Delete TeamDeletes a team from Timesheet. Returns confirmation that the team was removed.
Action
Delete TodoDeletes a to-do from Timesheet. Returns confirmation that the to-do was removed.
Action
Find AbsenceSearches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.
Action
Find ExpenseSearches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find NoteSearches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find OrganizationLooks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.
Action
Find ProjectSearches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.
Action
Find RateSearches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find ReminderLooks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.
Action
Find TagSearches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find TaskSearches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.
Action
Find TeamSearches Timesheet teams by name or organization, and returns the first match plus the full list of matches.
Action
Find TodoSearches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.
Action
Get Current TimerReturns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.
Action
Get ProjectReturns one Timesheet project by ID, including its client, settings and tracked totals.
Action
Get RateReturns one Timesheet pay rate by ID, including its multiplier and extra amount.
Action
Get TagReturns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.
Action
Get TaskReturns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.
Action
Get TeamReturns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.
Action
Pause TimerPauses the running timer, starting a break. Returns the timer with its new paused state.
Action
Resume TimerResumes a paused timer, ending the current break. Returns the timer with its new running state.
Action
Send ReportGenerates a timesheet report for the chosen period and emails it to the given address.
Action
Start TimerStarts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.
Action
Stop TimerStops the running timer and closes out the time entry it was tracking.
Action
Update ExpenseUpdates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.
Action
Update NoteUpdates an existing note's text, date or attachment. Fields left blank keep their current values.
Action
Update OrganizationUpdates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.
Action
Update ProjectUpdates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.
Action
Update RateUpdates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.
Action
Update ReminderUpdates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.
Action
Update TagUpdates an existing tag's name, colour or archived state. Fields left blank keep their current values.
Action
Update TaskUpdates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.
Action
Update TeamUpdates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.
Action
Update TodoUpdates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.