Connecting to Zapier

Step 1 - Check out the Membership.io integration page on Zapier

Visit our page on Zapier for inspiration on the types of automation you can create. You might use Zapier to automate the addition of audience members to your Hub when they pay you through software like ThriveCart, or you may want to send a message to a Slack channel whenever you upload a video to a specific Folder on Membership.io. The possibilities are virtually endless.

Step 2 - Connect your Membership.io account with Zapier

Log in to your Zapier account or create a new account. From there, click My Apps and then Add Connection.

Search for the "Membership.io" app and log in to your account when prompted.

Step 3 - Create your Zap

Now that you've connected your Membership.io and Zapier accounts, you're ready to start building your first Zap. 

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

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. 

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

Configure your Zap trigger 

For your "Trigger", choose your shopping cart app (Kit in this example) to be connected with Membership.io.

Configure your Zap action

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

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

Once your Zap is configured, you can test it to make sure it works as intended.