Connect your external shopping cart with Zapier

Give users access to a Hub after they purchase your product(s) through a payment processor other than Stripe

 

What can I use this for?

You can use Zapier to automate Hub access for anyone purchasing your products. The exact Zap workflow you need to use depends on which shopping cart platform you are using. Each platform has its terminology reflected in the options available in the Zapier integration, but all platforms will generally have some equivalent of a "new successful purchase" inside Zapier.

Check out the chart below to see which Zap Trigger Event you'll want to use to implement your automated Hub access in Zapier. This information is important as you'll need it later.

HINT: If you're using Stripe to process payments, we recommend setting up Payments as it eliminates the need for Zapier.

Step 1 - Create your checkout page

Set up your checkout page in your shopping cart platform. We recommend using a platform that integrates with Zapier to simplify this process.

To send purchase information to Membership.io, you'll have to collect the following information on your checkout page:

1. Your audience member's first and last name

2. Your audience member's email

3. (Optional) Your audience member's phone number

Step 2: Create your Zap

Access your Zapier dashboard and start creating your workflow by clicking + Create > Zaps.

You can use Zapier's AI search bar for a headstart or the usual configuration to create your Zap if you already know your triggers and actions.

Step 3a - Configure your Zap trigger 

For your "Trigger", choose your shopping cart app (ConvertKit [now called Kit] in this example) to be connected with Membership.io. Then: 

• Select New Purchase for your Trigger event.
• Connect your app's account (authentication required)

Click Continue > Test trigger to ensure functionality and make changes as needed. 

Step 3b: Configure your Zap action

For your "Action", choose Membership.io. Then: 

• Select Add or Update Audience under Action event.
• Connect your Membership.io account

Click Continue and fill out the fields necessary to configure your action. Please note that under Configuration: 

• You will select one (or more) Hubs to grant your audience access to.

• We recommend setting "Email Hub Login?" to Yes if you want your members to receive their Hub access email immediately after purchasing through your shopping cart platform. 

HINT: If inserting your audience's first and last name, add a space between the two fields to ensure the name is imported correctly instead of being formatted as FirstnameLastname.

Once you've filled out your "Zap Action" fields, click Continue, and test your action to ensure that the right account and the right fields are set up. 

Step 4 - Publish your Zap

Once you have confirmed your Zap workflow automation testing is successful, you can Publish your Zap as soon as you're ready to accept new users into your Hub. Sweet! 😎

NOTE: The "Publish" button will remain disabled, and a slide-out panel will open to remind you about any missed testing steps. This ensures that your Zap functions properly.