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 with Zapier, enabling powerful automation that saves you time and enhances your member experience.
Navigate: App Station > Settings > Integrations > Zapier
Quick Start
Click on Zapier in the Integrations section of your App Station.
Click Connect to initiate the OAuth2 authentication process.
Authorize the integration by logging in and granting access.
Set up triggers based on events in your app (e.g., new user sign-ups).
Choose actions to automate tasks (e.g., adding users to your email list).
Detailed Sections
Connecting to Zapier
The Zapier integration allows you to automate workflows between your app and other services. You can set up triggers that respond to events in your app and actions that perform tasks in other applications.
Authentication
To connect your app to Zapier, follow these steps:
Click Connect in the Zapier integration section.
You will be redirected to an authorization page where you can log in and authorize the integration.
Once authorized, Zapier will handle the token exchange needed for secure communication.
Available Triggers
Triggers are events that start a Zap. Here are some key triggers you can set up:
New User: Fires when a new user account is created.
User Suspended: Fires when a user is blocked from accessing the app.
Subscription Started: Fires when a new subscription begins.
New Purchase: Fires when any checkout is completed.
Example Use Cases for Triggers
New User: Automatically add new users to your email marketing list.
User Suspended: Notify your team via Slack when a user is suspended.
Subscription Started: Send a welcome email to new subscribers.
Available Actions
Actions are tasks that your Zap performs in response to triggers. Here are some actions you can use:
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.
Example Use Cases for Actions
Create User: Automatically create a user when they sign up through an external form.
Update User: Sync user profile changes from your CRM.
Grant Access Level: Give users access to premium content after a purchase.
Setting Up Your First Zap
Go to your Zapier account and create a new Zap.
Choose a trigger from the available options (e.g., New User).
Select an action to perform (e.g., Create User).
Map the data fields from the trigger to the action.
Test your Zap to ensure it works as expected.
Tips for Using Zapier
Tip: Utilize individual triggers for free tier users to keep Zaps simple and effective. For advanced users, consider using combined triggers to handle multiple scenarios in one Zap.
Note: Remember to regularly check your Zaps for any errors or updates needed to maintain functionality.