AutoSync Knowledge Base

Waiver Document

Create waiver and attach it to Mindbody and GHL record

URL : https://autogration.io/api/event-highlevel-client-file-upload?type=waiver&siteId=<siteId>

  1. Setup a workflow that will be triggered by form submission (it will not work with any other trigger)

  2. Add a webhook step in the workflow that uses the above URL

  3. Once AutoSync receives the webhook, it will get the form submission data of the contact via api

  4. Check if contact exists in Mindbody, if not, create a new client record first

  5. Generate a pdf with the questions and answers from the form that triggered the workflow and store it in AutoSync

  6. Create a note in HighLevel with a link to the file

  7. Upload the pdf file to Mindbody