Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Connect your app to thousands of other services for automation, saving time and enhancing your workflow. This integration allows you to automate tasks like user management and subscription handling, making it easier to engage with your members.
Navigate: App Station > Settings > Integrations > Zapier
Quick Start
Click on Zapier in the Integrations section of your App Station.
Click Connect to link your app to Zapier.
Choose the desired triggers and actions for your automation.
Set up your Zap in Zapier based on the selected triggers and actions.
Test your Zap to ensure everything works as expected.
Detailed Sections
Overview of Zapier Integration
The Zapier integration allows you to connect your app to a wide range of services, enabling you to automate various tasks. This integration supports both webhook-based and polling-based triggers, allowing you to respond to events in real-time or at scheduled intervals.
Triggers
Triggers are events that initiate actions in your connected services. Here are some key triggers available in the Zapier integration:
New User: Fires when a new user account is created.
User Suspended: Fires when a user is suspended from accessing the app.
User Activated: Fires when a suspended user is reactivated.
Subscription Started: Fires when a new subscription begins.
Subscription Cancelled: Fires when a user requests to cancel their subscription.
New Purchase: Fires when any checkout is completed.
Example Use Cases for Triggers
New User: Add new users to your email marketing list.
Subscription Cancelled: Send a retention email to users who cancel their subscriptions.
New Purchase: Notify your team of new purchases for tracking and engagement.
Actions
Actions are the tasks that Zapier performs in response to triggers. Here are some actions you can take with the Zapier integration:
Create User: Adds a new user to your app.
Update User: Updates an existing user's information.
Delete User: Permanently removes a user from your app.
Grant Access Level: Grants a user access to specific content.
Revoke Access Level: Removes a user's access to content.
Example Use Cases for Actions
Create User: Automatically add users from a form submission to your app.
Grant Access Level: Provide users with trial access after they sign up.
Revoke Access Level: Remove access from users who have canceled their subscriptions.
Setting Up Your Zap
Connect Your App: Start by connecting your app to Zapier through the integration settings.
Choose Triggers and Actions: Select the triggers that will initiate actions in your app and the corresponding actions you want to perform.
Configure Your Zap: Follow the prompts in Zapier to set up the details of your triggers and actions.
Test Your Zap: Ensure everything is working correctly by testing your Zap before going live.
Best Practices
Use individual triggers for simple workflows, especially if you're on the free tier of Zapier.
Combine triggers with Zapier Paths for more complex workflows if you have a paid account.
Regularly review your Zaps to ensure they are functioning as expected and adjust as necessary.