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 through Zapier, automating tasks and improving efficiency. This integration allows you to streamline workflows, saving time and enhancing your members' experience.
Navigate: App Station > Settings > Integrations > Zapier
Quick Start
Click on Zapier in the Integrations section of App Station.
Click Connect to initiate the OAuth2 authentication process.
Authorize the integration by logging in and granting access.
Set up your desired triggers and actions in Zapier.
Test your Zap to ensure everything is working correctly.
Detailed Sections
Overview of the Zapier Integration
The Zapier integration allows you to connect your app with various services, enabling automation of tasks such as member management, subscription tracking, and engagement monitoring. This integration supports both webhook-based and polling-based triggers, making it versatile for different automation needs.
Setting Up the Integration
Connecting to Zapier:
Click the Connect button in the Zapier integration section.
You will be redirected to authorize your app. Follow the prompts to log in and grant permissions.
Triggers and Actions:
Once connected, you can set up triggers (events that start a Zap) and actions (tasks performed when a Zap is triggered).
Common triggers include:
New User
User Updated
Subscription Started
Access Granted
Actions allow you to create, update, or delete users, grant access levels, and more.
Available Triggers
Triggers are events that occur in your app and can initiate workflows in Zapier. Here are some key triggers you can use:
New User: Fires when a new user account is created.
User Updated: Fires when a user's profile is updated.
Subscription Started: Fires when a new subscription begins.
Access Granted: Fires when a user gains access to a specific content level.
For a complete list of triggers and their use cases, refer to the detailed sections in the Zapier integration setup.
Available Actions
Actions are tasks that Zapier performs in response to triggers. Here are some essential actions you can implement:
Create User: Adds a new user to your app.
Update User: Modifies an existing user's information.
Grant Access Level: Provides a user with access to specific content.
Revoke Access Level: Removes a user's access to content.
These actions can be combined with triggers to create powerful automation workflows.
Best Practices for Using Zapier
Use Individual Triggers: For free-tier users, individual triggers are straightforward and require no configuration.
Combine Actions: If you have a paid Zapier account, consider using combined triggers and actions to streamline your workflows.
Test Your Zaps: Always test your Zaps after setting them up to ensure they work as expected.
Common Use Cases
Onboarding New Members: Automatically add new users to your email marketing list when they sign up.
Subscription Management: Notify your team when a subscription is started or cancelled.
Engagement Tracking: Capture user engagement milestones and respond accordingly, such as sending a welcome email when a user creates their first recipe.