Add MBO Account Balance to GHL Sync
completed
media@bodyworksdw.com
@Tim Going through the MBO sync fields in contacts.....is there a way to pull in their account balance from MBO? Would want to see that and have a workflow that checked if they have a contract (Wellness Wallet which I do see getting pulled into their info already) and whether their account balance drops below x (200?) and then have it fire a "Wellness Wallet balance is low, time to renew" type of automation. For building later, but figured it's worth asking now about the actual "account balance" field and whether the API sends it?
The status was updated to
completed
The status was updated to
in progress
T
Tim Lovell
media@bodyworksdw.com nice idea. Supported with MB API and existing sync actions. It adds API calls, but should be doable in batch. So we'll review the addition, mapping and call impact for the most efficient approach to see when we can get this in. Stay tuned!
The status was updated to
under review