Integration
Connect QuickBooks Online to MINDBODY
When something happens in QuickBooks Online, your agent does the next thing in MINDBODY. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Connect Claude CodeEverything your agent can do with QuickBooks Online and MINDBODY
Triggers and actions 68 triggers · 153 actions
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
- New customer
Polls for newly created customers, most recent first.
- New estimate
Fires when a new estimate is created in QuickBooks Online.
- New invoice
Polls for newly created invoices, most recent first.
- New or updated customer
Fires when a QuickBooks customer is created or any of its details change.
- New or updated estimate
Fires when a QuickBooks estimate is created or edited.
- New or updated invoice
Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
- New or updated item
Fires when a QuickBooks product or service item is created or edited.
- New or updated vendor
Fires when a QuickBooks vendor is created or any of its details change.
- New paid invoice
Polls for invoices that are fully paid (Balance = 0), most recently updated first.
- New payment
Polls for newly created customer payments, most recent first.
- Create account
Create an account in the QuickBooks chart of accounts — name, account type, and detail type.
- Create bill
Creates a new bill (accounts payable) for a vendor with a single account-based line item.
- Create credit memo
Creates a new credit memo for a customer with a single line item.
- Create customer
Creates a new customer in QuickBooks Online.
- Create estimate
Create a QuickBooks Online estimate (quote) for a customer.
- Create expense (purchase)
Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
- Create invoice
Creates a new invoice for a customer with a single line item.
- Create item (product/service)
Creates a new product or service item.
- Create journal entry
Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
- Create payment
Records a customer payment, optionally applied against a specific invoice.
- Create refund receipt
Creates a new refund receipt for a customer with a single line item.
- Create sales receipt
Creates a new sales receipt for a customer with a single line item.
- Create vendor
Creates a new vendor in QuickBooks Online.
- Delete bill
Permanently delete a QuickBooks bill by Id.
- Delete credit memo
Permanently delete a QuickBooks credit memo by Id.
- Delete estimate
Permanently delete a QuickBooks estimate by Id.
- Delete invoice
Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
- Delete sales receipt
Permanently delete a QuickBooks sales receipt by Id.
- Find account by name
Look up an account in the QuickBooks chart of accounts by its name.
- Find customer by name
Searches for a customer by display name and returns its Id and SyncToken.
- Find invoice by number
Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
- Find item by name
Look up a QuickBooks product or service item by its name.
- Find vendor by name
Look up a QuickBooks Online vendor by display name.
- Get bill balance
Returns the outstanding balance for a bill by its Id.
- Get customer by ID
Retrieves a single customer by its Id.
- Get estimate by ID
Retrieve a QuickBooks Online estimate by its ID.
- Get estimate PDF
Download the rendered PDF of a QuickBooks estimate by Id.
- Get invoice by ID
Retrieves a single invoice by its Id, including its balance.
- Get invoice PDF
Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
- List accounts
List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
- List attachments
List the files attached to a QuickBooks transaction or record, with their download links.
- List employees
List employees recorded in QuickBooks Online.
- List items
List products and services (items) defined in QuickBooks Online.
- Pay bill
Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.
- Run query
Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
- Send estimate
Email a QuickBooks Online estimate to the customer.
- Send invoice
Emails an invoice to the supplied email address (or the invoice's billing email if omitted).
- Update customer
Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.
- Update estimate
Update an existing QuickBooks estimate by Id, changing only the fields supplied.
- Update invoice
Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
- Update item
Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
- Update vendor
Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
- Upload attachment
Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
- Void invoice
Voids an existing invoice. Requires the invoice Id and current SyncToken.
- Void payment
Voids an existing customer payment. Requires the payment Id and current SyncToken.
Trigger
Cancelled appointment bookingTriggered when an appointment booking is cancelled
- Cancelled class booking
Fires when a client's class booking is cancelled.
- Cancelled class schedule
Triggered when a class schedule is cancelled. When this occurs, all of the classes associated with the schedule are removed.
- Cancelled client contract
Triggered when a client's contract is cancelled
- Cancelled membership
Triggered when a membership is cancelled
- Class updated
Triggered when a single class is updated.
- Completed appointment
Triggered when an appointment is completed.
- Deactivated client
Triggered when a client is deactivated
- Deactivated location
Triggered when a location is deactivated
- Every appointment in date range
This is not a standard trigger! Always emits every appointment in the configured date range.
- Every class in date range
This is not a standard trigger! Always emits classes in the configured date range.
- Every uncanceled class in date range
This is not a standard trigger! Always emits uncanceled classes in the configured date range.
- Merged clients
Triggered when clients are merged
- New appointment booking
Triggered when an appointment booking is created
- New class booking
Triggered when a new booking is made for a class
- 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.
- New class schedule
Triggered when a new class offering is scheduled
- New client
Triggered when a new client is added
- New client contract
Triggered when a new contract is sold to a client
- New completed class
Triggered when a class completes
- New completed class (integration setting)
Triggered when a class completes within a number of hours specified by an integration setting.
- New location
Triggered when a location is created
- New membership
Triggered when a new membership is created
- 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.
- New or updated appointment in date range
Triggered for new or updated appointments in the specified date range.
- New or updated class
Triggered for new or updated classes in the configured date range.
- 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.
- New or updated client
Triggered when a client is added or updated
- 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.
- New or updated gift card
Triggered when a gift card is created or updated
- New or updated package
Triggered when a package is created or updated
- New or updated product
Triggered when a product is created or updated
- 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.
- New or updated products inventory
Triggered when inventory changes for a product, or when products are added.
- New or updated service
Triggered when a service is created or updated
- New or updated session type
Triggered when session types are created or updated
- New or updated staff member
Triggered when staff member is created or updated
- New sale
Triggered when a new sale is made to a client.
- New sale for any connected account
Triggered when a new sale is made to a client for any connected MINDBODY account.
- 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.
- 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.
- New sales since days
Triggers for new sales that occur within the configured number of days
- 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.
- 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.
- Upcoming appointment in database
Triggered when an appointment in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.
- Upcoming appointment in database via setting
Triggered when an appointment in the database is scheduled to start within the specified "notification timing hours" setting.
- Upcoming class
Triggered when an uncanceled class is upcoming in the specified amount of time.
- Upcoming class in database
Triggered when a class in the database is scheduled to start within the account's "Email_notification_timing_hrs" setting.
- Upcoming class in database via entered time
Triggered when a class in the database is scheduled to start within the entered amount of time.
- 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.
- Updated appointment booking
Triggered when an appointment booking is updated
- Updated class booking
Triggered when a booking for a class is updated
- Updated class booking with service ID
Triggered when a booking for a class is updated
- 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.
- Updated client
Triggered when a client is updated
- Updated client contract
Triggered when a client's contract is updated
- Updated location
Triggered when a location is updated
- Add appointment
Adds a new appointment
- Add client
Adds a client. An error will occur if the client already exists.
- 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.
- Add client to enrollment
Enrolls a client in a class schedule and returns the enrollment details including start and end dates.
- 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.
- Add completed sale to client
Adds a completed sale to a client using a custom payment method.
- Add contact log
Creates a new contact log.
- Add or update client
Adds or updates a client based on the selected matching logic.
- Add or update client index
Adds or updates a client index. Existing indexes on the client are not removed.
- Add site client index
Adds a site client index. An error will occur if the index name already exists.
- Add staff
Adds a staff member
- Book client into a class
Books the specified client into the specified class.
- Calculate total spend for client
Returns the total amount of money received for the specified client, going back for the specified number of days.
- 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.
- 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.
- Find clients by email
Returns up to 100 clients that have the specified email address.
- 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.
- Find contact log type by name
Returns the ID of the specified contact log type. An error occurs if zero or multiple are found.
- 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.
- Get accrual sales within date range
Emits accrual sales data over a given date range.
- Get activation code
Generates an activation code and link to access a Mindbody Site API.
- 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.
- Get all products
Returns all products
- Get all products inventory
Returns inventory information for all products at all locations.
- Get all sellable online products
Returns all products only sold online.
- Get all services
Retrieves all services.
- Get all session types
Returns all session types
- Get all staff members
Returns all staff members
- Get appointment
Returns details for the specified appointment. If the appointment is not found an error occurs.
- Get bookable availabilities
Probe build: lists MBO session types to discover a valid appointment SessionTypeId before finalizing the bookable-availabilities query.
- 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.
- 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.
- Get class description
Returns the class description for the specified ClassDescriptionId. Includes name, category, subcategory, program, and session type details. If not found, no error occurs — output is empty. API docs: https://developers.mindbodyonline.com/PublicDocumentation/V6#get-classdescriptions
- Get classes
Returns scheduled classes for the site within an optional date range.
- 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.
- Get class schedules
Returns available class schedule templates, optionally filtered by date, location, staff, or program.
- Get class visits
Fetches the ids of all clients booked for the specified class. The output is suitable to use within a loop.
- Get client
Returns details for the specified client. If the client is not found an error will occur.
- 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.
- Get client appointments in date range
Returns details for all of the specified client's appointments in the specified date range.
- 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.
- Get client contact logs in date range
Returns details for all of the specified client's contact logs in the specified date range.
- Get client contract
Returns details for the specified client contract. If the client contract is not found an error will occur.
- 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.
- Get client purchased service by ID
Returns details for the specified service purchased by a specified client. No error occurs if none is found.
- Get client purchased services
Returns details for services purchased by a specified client. No error occurs if the client is not found.
- Get clients
Returns clients for the site, optionally filtered by a search term.
- 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.
- Get client visits
Returns details for client visits in the specified date range.
- 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.
- Get contract
Returns details for the specified contract. If the contract is not found an error will occur.
- 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.
- Get enrollments
Returns enrollments for clients within a specified date range.
- Get gift card balance
Returns the remaining balance for the specified gift card. NOTE: no error occurs if the barcode ID is invalid.
- Get gift cards
Returns up to 200 gift cards.
- Get locations
Returns details for up to 200 locations. NOTE: currently only supports up to 200 locations, does not currently do pagination.
- Get membership
Returns details for the specified membership. If the membership is not found an error will occur.
- Get most recent client contract
Returns details for the most recent contract for the specified client. An error occurs no contract is not found.
- Get packages
Returns packages available for sale, optionally filtered to those sellable online.
- Get product
Returns details for the specified product. If the product is not found an error will occur.
- 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.
- Get product inventory
Returns inventory information for the specified product at all locations.
- Get program
Returns details for the specified program. If the program is not found an error will occur.
- Get required client fields
Returns the site's required client fields (e.g. Birthday, Gender).
- Get sale
Returns details for the specified sale. If the sale is not found an error will occur.
- Get sales in date range
Lists MINDBODY sales in a date range (GET /sale/sales). Filters by StartSaleDateTime/EndSaleDateTime, optional PaymentMethodId, Limit/Offset pagination. Returns Sales[], SaleIds (Id), ClientIds (ClientId), TotalResults.
- Get scheduled client visits
Returns details for all of the specified client's scheduled visits, optionally in a specified date range.
- Get service
Returns details for the specified service. If the service is not found an error will occur.
- Get session type
Returns details for the specified session type. If the session type is not found an error will occur.
- Get site
Returns details for the site associated with the configured connection
- Get site for specified account
Returns details for the site connected to the specified account name.
- Get staff member
Returns details for the specified staff member. If the staff member is not found an error will occur.
- 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.
- 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.
- List Client Memberships
Returns details for all of the specified client's memberships.
- Lookup client payment
Returns payment information for the specified client and specified payment reference.
- Purchase contract
Purchases a contract
- Purchase gift card
Purchases a gift card
- Remove client from a class
Removes the specified client from the specified class.
- 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.
- 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.
- Send password reset email
Sends a password reset email to the specified user.
- Shopping cart - add item: package
Adds a package to the shopping cart.
- Shopping cart - add item: product
Adds a product to the shopping cart.
- Shopping cart - add item: service
Adds a service to the shopping cart.
- Shopping cart - add item: tip
Adds a tip to the shopping cart.
- Shopping cart - add payment: cash
Adds a cash payment to the shopping cart.
- Shopping cart - add payment: check
Adds a check payment to the shopping cart.
- Shopping cart - add payment: comp
Adds a complimentary amount to the shopping cart.
- Shopping cart - add payment: custom
Adds a payment to the shopping cart using the specified custom payment method.
- Shopping cart - add payment: gift card
Adds a gift card payment to the shopping cart.
- Shopping cart - add payment: stored credit card
Adds a stored credit card payment to the shopping cart.
- Shopping cart - checkout
Submits the shopping cart for checkout.
- 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.
- Shopping cart - delete
Deletes the specified cart from the database.
- Shopping cart - get totals
Calculates the total amount of the cart.
- 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.
- Update appointment
Updates an existing appointment
- Update client
Updates a client by ID.
- Update client id
Updates an existing client's id. An error occurs if the id cannot be changed, for example if it already exists.
- Update client visit
Updates a client visit.
- 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.
- Update product price
Updates the price of the specified product.
- Update sale date
Updates the date of the specified sale.
- Update service price
Updates the price of the specified service.
- Update staff
Updates an existing staff member
- Upload client document
Uploads a client document from the provided URL. NOTE: the file must be no larger than 4MB
- Upload client profile photo
Uploads a client's profile photo from the provided URL. NOTE: the image file must be no larger than 4MB
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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