Connect Shopify to MINDBODY

Both apps 245Shopify 80MINDBODY 165

• Trigger
  New cart

  Triggered when a cart is created.

• Trigger
  New customer

  Polling trigger that fires for each newly created Shopify customer. Fetches the 50 most recently created customers (sorted by creation date, newest first) via the GraphQL Admin API customers connection. Migrated from the REST GET /customers.json?order=created_at+desc endpoint; preserves the same per-customer output fields (id, email, first_name, last_name, phone, created_at, updated_at, state, tags).

• Trigger
  New customer (instant)

  Triggered when a customer is added.

• Trigger
  New order

  Polls Shopify for orders (most recent first), returning a list of orders. Ported from the REST GET /orders.json (status=any, limit=50) to the GraphQL Admin API orders connection query.

• Trigger
  New order (instant)

  Triggered when an order is created.

• Trigger
  New paid order

  Triggered when an order is paid.

• Trigger
  New product

  Triggers when a new product is created in Shopify. Polls the GraphQL Admin API products connection (first 50, sorted by createdAt ascending) and returns each product's id, title, handle, vendor, product_type, status, created_at, updated_at. GraphQL port of the REST GET /products.json?order=created_at+asc trigger; id is the product's legacyResourceId (numeric) to preserve REST semantics.

• Trigger
  Order fulfilled

  Triggered when an order is fulfilled.

• Trigger
  Order partially fulfilled

  Triggered when an order is partially fulfilled.

• Trigger
  Two-way sync new or updated customers

  Polling fetch body for the two-way customer sync trigger. Lists Shopify customers ordered oldest-to-newest by updated_at (GraphQL customers connection, sortKey: UPDATED_AT, reverse:false, first:250) so newly created or updated customers are surfaced for two-way synchronization. Returns id (numeric legacyResourceId), email, first_name, last_name, phone, created_at, updated_at — same fields and ordering as the legacy REST GET /customers.json?order=updated_at asc.

• Trigger
  Updated cart

  Triggered when a cart is updated.

• Trigger
  Updated customer

  Triggered when a customer is updated.

• Trigger
  Updated fulfillment status

  Polling trigger: fetches recently-updated Shopify orders (any status) and returns each order's fulfillment status. Migrated from REST GET /orders.json to the GraphQL Admin API orders connection query, filtering by updated_at and returning id, name, order number, fulfillment/financial status and email.

• Trigger
  Updated order

  Polls Shopify for recently updated orders (any status), most-recently-updated first. GraphQL Admin API equivalent of GET /orders.json?status=any&order=updated_at+desc&limit=50, using the orders connection sorted by UPDATED_AT descending. Returns an orders array.

• Trigger
  Updated order (instant)

  Triggered when an order is updated.

• Trigger
  Updated order payment status

  Polling trigger: fires when an order's payment (financial) status changes. Lists the 50 most recently updated orders via the GraphQL Admin API (orders sorted by UPDATED_AT desc) and dedups on order id + financial status so a new event fires only when the payment status changes.

• Trigger
  Updated product

  Polling trigger: fires for products that were recently updated. Fetches up to 50 products sorted by update time (most recent first) via the Shopify GraphQL Admin API, projecting id, title, handle, vendor, product_type, status, created_at and updated_at for each.

• Action
  Add customer

  Create a new Shopify customer (first name, last name, email, phone, note, tags) via the GraphQL Admin API customerCreate mutation. Returns the created customer's id, email, phone, first/last name and created_at. (GraphQL port of the legacy REST POST /customers.json.)

• Action
  Add metafield to customer

  Add (set) a metafield on a Shopify customer, with the customer as the metafield owner. Inputs: Customer ID, Namespace, Key, Type (default single_line_text_field), Value. Returns the created/updated metafield's id, namespace, key, type, value.

• Action
  Add metafield to product

  Adds a metafield to the specified product.

• Action
  Add or update customer

  Creates a new customer if the email does not exist, otherwise updates the existing customer.

• Action
  Add product image

  Adds a new product image from the image at the specified URL.

• Action
  Add tags to customer

  Adds one or more tags to the customer with the specified email. An error occurs if more than one customer is found. Existing tags on the customer are not removed.

• Action
  Add tags to order

  Adds the given comma-separated tags to a Shopify order (GraphQL Admin API tagsAdd mutation). Existing order tags are preserved; tagsAdd merges new tags onto the current set. Inputs: Order ID (numeric REST id, converted to a gid://shopify/Order GID), Tags (comma-separated). Returns the order GID (id) and the full resulting tag list (tags).

• Action
  Add transaction to order

  Add a transaction to an order. Captures payment for the order's authorized amount. Inputs: Kind (default capture), Amount, Currency, Parent Transaction ID, plus the Order ID setting. Returns the transaction id, kind, status and order id.

• Action
  Apply gift card adjustment

  Apply an adjustment (credit) to a Shopify gift card's balance. Inputs: Gift Card ID, Amount, optional Note. Returns the resulting credit transaction id, note, amount, creation time, and the gift card's numeric id.

• Action
  Change product option names

  Update a Shopify product's core fields and (re)name its product options. Inputs: Product ID plus optional Title, Body HTML, Handle, Type, Published scope, Tags, Template suffix, Vendor, and Option 1/2/3 name. Returns the updated product id, title, options (name+position), and updated_at.

• Action
  Change product option names and values

  Change a product's option names and their values. Inputs: Product ID, Option 1/2/3 Name, Option 1/2/3 Values (comma-separated). Returns the product id, title, and the resulting options array.

• Action
  Complete draft order

  Completes a draft order.

• Action
  Create product

  Creates a new product.

• Action
  Create product variant

  Creates a new variant on an existing Shopify product. Inputs: SKU, Price, Weight, Barcode, Option1-3, Compare At Price, Inventory Quantity, plus the Product ID setting. Returns the created variant id, sku, price, title, option1, product_id and inventory_item_id.

• Action
  Delete item from location

  Disconnect (deactivate) an inventory item from a location, removing the inventory level — GraphQL Admin API equivalent of DELETE /inventory_levels.json. Resolves the InventoryLevel id from inventory item + location, then runs inventoryDeactivate.

• Action
  Delete product

  Deletes an existing product.

• Action
  Delete product variant

  Deletes an existing product variant.

• Action
  Find custom collection by name

  Returns details for the specified custom collection. If the custom collection is not found, an error occurs.

• Action
  Find customer by email

  Find a Shopify customer by email address. GraphQL Admin API: customers(first:1, query:"email:...") connection query; returns the first matching customer's email and numeric (legacyResourceId) customer_id. Ported from REST GET /customers/search.json?query=email:.

• Action
  Find location by name

  Find a Shopify location by its exact name and return its Location ID. Fails if no location matches or if more than one location shares the name. (GraphQL Admin API port of the REST locations.json lookup.)

• Action
  Find orders

  Finds orders based upon search criteria. Emits the IDs of any matching orders. Use the "get order" action to fetch details for found orders.

• Action
  Find product by title

  Finds a product by a title search. An error occurs if zero or multiple match.

• Action
  Find product variant by SKU

  Find a single Shopify product variant by its SKU. Searches product variants for an exact SKU match, fails if zero or more than one variant matches. Returns the variant's id, sku, price, title, product id, inventory item id, and the full variant object.

• Action
  Find product variant by title

  Finds a product variant by a title search. An error occurs if zero or multiple match.

• Action
  Get all product ids in custom collection

  Returns all products (and their numeric ids) in a given custom collection.

• Action
  Get Base URL

  Returns the connected Shopify store's base URL and derives the store subdomain (store_name) from it. Pure-compute helper; makes no Shopify API call (nothing to migrate to GraphQL).

• Action
  Get customer

  Retrieve a single Shopify customer by Customer ID. Returns the customer's id, email, phone, state, first/last name, tags, created/updated timestamps, total spent, and orders count.

• Action
  Get customer metafield value

  Get a customer's metafield value by namespace and key. Returns its type, value, and numeric metafield id.

• Action
  Get fulfillment order

  Returns details for the specified order ID and fulfillment order ID. If either the order or fulfillment order is not found, an error occurs. Use the "get fulfillment order ids for order" action to fetch the fulfillment order ids for an order.

• Action
  Get fulfillment order ids for order

  Get the fulfillment order IDs for a Shopify order. Given a numeric Order ID, returns the count of fulfillment orders and their IDs.

• Action
  Get inventory item

  Returns details for the specified inventory item.

• Action
  Get inventory quantity

  Get available inventory quantity for an inventory item, optionally filtered to a single location. Migrated from REST GET /inventory_levels.json (inventory_item_ids/location_ids) to the GraphQL Admin API inventoryItem.inventoryLevels query. Returns inventory_levels list of {inventory_item_id, location_id, available, updated_at}.

• Action
  Get locations

  Retrieve the list of Shopify store locations (GraphQL Admin API equivalent of GET /locations.json). Returns each location's id, legacyResourceId, name, active state, and address. Ported from the legacy REST locations.json endpoint.

• Action
  Get metafields for customer

  Get all metafields for a Shopify customer by Customer ID. Returns the list of metafield records (id, namespace, key, value, type) for the customer.

• Action
  Get metafields for product

  Retrieve all metafields for a product (up to 250). Takes the numeric Product ID setting and returns the list of metafields (id, namespace, key, value, type).

• Action
  Get order

  Get an order from Shopify by its numeric Order ID. Reads the order via the GraphQL Admin API (order(id:) query) and returns its name, email, currency, created date, total price, financial status, fulfillment status, and the full order object.

• Action
  Get product

  Returns all fields for the specified product ID. If the product is not found, an error occurs.

• Action
  Get product count: active products

  Returns a count of active products.

• Action
  Get product count: all products

  Returns a count of all products.

• Action
  Get product count: archived products

  Returns the number of archived products in the Shopify store. GraphQL equivalent of GET /products/count.json?status=archived, using the productsCount query with search filter status:archived.

• Action
  Get product count: draft products

  Returns the number of draft products in the Shopify store (status:draft). GraphQL Admin API port of the REST GET /products/count.json?status=draft endpoint; outputs a single count field.

• Action
  Get product metafield value

  Returns the value of a single product metafield identified by Namespace and Key for the given Product ID.

• Action
  Get product variant

  Get a single Shopify product variant by its numeric Variant ID. Returns id, sku, price, title, inventory_quantity, product_id, inventory_item_id, and the full variant object.

• Action
  Get product variant by SKU

  Look up a single Shopify product variant by its SKU. Searches product variants for the given SKU, fails if zero or more than one match. Returns the matched variant's id, sku, price, title, product id, inventory item id, and the full variant object.

• Action
  Move fulfillment order line item

  Changes the location which is assigned to fulfill a number of unfulfilled fulfillment order line items.

• Action
  Order - add discount code

  Append a discount code to an in-progress order object before it is submitted to Shopify. GraphQL-shaped: the discount entry carries DraftOrderAppliedDiscountInput fields (title/code, value, valueType FIXED_AMOUNT|PERCENTAGE, amount) so the assembled order is ready for the draftOrderCreate / draftOrderUpdate GraphQL mutation. Mirrors the REST builder that appended {code, amount, type} to order.discount_codes; same inputs (Code, Type, Amount, Order) and outputs (order, discount_codes).

• Action
  Order - add line item

  Appends a line item to an in-memory order object (built by Order - initialize) before the order is created. Carries the same inputs (Variant ID, Quantity, Price, Total discount, Origin location ID, Is gift card, Fulfillment status). GraphQL port: the accumulated line item is shaped for the GraphQL draftOrderCreate lineItems input — Variant ID becomes a global ID (gid://shopify/ProductVariant/<id>) under variantId, quantity is an int, price/discount carried as appliedDiscount-friendly fields. Returns the updated order object and its JSON encoding, unchanged output contract from the REST builder.

• Action
  Order - add line item property

  Adds a custom line-item property (name/value pair) to the LAST line item of an in-flight Shopify order object being assembled in the Order builder chain (initialize -> add line item -> add line item property -> create). Pure in-memory mutation of the draft order; no API call. Returns the updated order object and its JSON encoding. (No REST->GraphQL change applies: this op never called the REST Admin API; it is a local order-builder helper. The eventual draftOrderCreate/orderCreate happens in the separate 'Order - create' op.)

• Action
  Order - add line item tax line

  Adds a tax line to the last line item of an in-memory order payload (builder, no API call). This op shapes the legacy order JSON structure; it does not call Shopify. Same inputs/outputs as the REST builder. Note: this never touched the Shopify REST API, so there is no GraphQL request equivalent — per-line-item user-supplied tax_lines are a REST Order-payload construct with no GraphQL counterpart (GraphQL computes tax lines server-side).

• Action
  Order - create

  Creates a new order.

• Action
  Order - initialize

  Create a Shopify order (GraphQL orderCreate). Builds an order from billing/shipping address, email, currency, tags, taxes and status settings and creates it via the GraphQL Admin API. Ported from the legacy REST order-initialize op; output keys order and order_id preserved (order_id is the created order's legacyResourceId).

• Action
  Remove tags from customer

  Remove one or more comma-separated tags from a Shopify customer (looked up by email). GraphQL Admin API port: finds the customer via a customers(query:"email:...") query, then calls the tagsRemove mutation with the customer GID and the tag list. Returns the customer's numeric id and remaining tags.

• Action
  Remove tags from order

  Removes the given comma-separated tags from a Shopify order (by Order ID). Uses the GraphQL Admin API tagsRemove mutation; tags not present are ignored. Returns the order id and its remaining tags.

• Action
  Send customer invite

  Sends an account invite to a customer specified by their email address.

• Action
  Two-way sync add or update a customer

  Two-way sync: find a Shopify customer by email (or by the previously mapped customer id) and update it, otherwise create a new customer. Sets email, name, phone, note, tags, marketing consent and a single address. GraphQL Admin API port of the legacy REST customers create/update flow. Returns the customer id and updated_at.

• Action
  Update customer

  Updates an existing customer.

• Action
  Update inventory item

  Updates a Shopify inventory item (sku, cost, tracked, country code of origin, harmonized system code). Takes the numeric Inventory Item ID.

• Action
  Update inventory quantity

  Set the absolute available inventory quantity for an inventory item at a specific location. GraphQL inventorySetQuantities mutation (name: available) replacing the REST inventory_levels/set.json endpoint. Returns the resulting available quantity, inventory item id, and location id.

• Action
  Update order

  Update an existing Shopify order's financial status by Order ID. Returns the order's numeric id, name, updated timestamp, and financial status.

• Action
  Update order as fulfilled

  Marks an order's fulfillment order as fulfilled by creating a fulfillment, optionally attaching tracking number/company and notifying the customer. GraphQL fulfillmentCreateV2 mutation (replaces REST POST /fulfillments.json).

• Action
  Update order line item as fulfilled

  Creates a fulfillment for an order's fulfillment order (optionally a specific line item) with tracking info, via the GraphQL fulfillmentCreateV2 mutation. Ported from the REST POST /fulfillments.json call.

• Action
  Update product

  Update an existing product in Shopify (GraphQL Admin API, productUpdate mutation). Updates title, description, vendor, product type, tags, and/or status on the product identified by the Product ID setting; only provided fields are changed. Returns the product id, title, handle, status, updated timestamp, and admin GraphQL id.

• Action
  Update product variant

  Updates an existing variant of a Shopify product — its price, compare-at price, SKU, barcode, weight and option values. Fields left blank keep their current values.

• 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 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
  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 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. API docs: https://developers.mindbodyonline.com/PublicDocumentation/V6#get-classdescriptions

• 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 (GET /sale/sales). 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 Client Memberships

  Returns details for all of the specified client's memberships.

• 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
  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 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

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