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Automate when something happens in MBody
Login -> Create new flow -> Select trigger -> Search MBody -> Choose the trigger from the list
Take action in MBody when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search MBody -> Choose the action from the list
Trigger
Action
See how MBody integrates with popular apps to automate tasks and streamline your workflow.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Common automations include creating/updating CRM records from new MBody clients, syncing plan updates to calendars and messaging apps, sending automated follow-ups based on client progress, creating practitioner tasks from flagged metrics, and exporting data to reports or billing systems.
Typical, single-step automations (for example: new client → CRM + welcome message) can be set up in under an hour. Multi-step workflows that combine reporting, billing and conditional logic usually take a few hours to design and test.
Yes. viaSocket can add AI-enabled steps to analyze trends in nutrition, sleep or exercise data and then trigger actions — for example, flagging a client for review or drafting a suggested message for the practitioner to review. All AI actions are configurable and require your approval before sending client-facing communications.
viaSocket uses secure connections to move data between apps. Because health data has legal and regulatory requirements, confirm your compliance needs (for example HIPAA) with your legal/IT team and with both your MBody account and any target systems. viaSocket can be configured to route data only to compliant endpoints.
No. viaSocket is designed for non-technical business operators. You create automations by selecting triggers and actions, mapping a few fields, and testing the flow. If you need help, viaSocket offers templates and support to get you started.
MBODY360 – Puts an Integrative Health Practitioner in Your Pocket. View custom plans and share your nutrition, exercise, sleep and meditation data with your practitioner.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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