While Member365 has a robust (and growing) suite of features, no single software system can be the best at everything. Zapier allows you to effortlessly connect Member365 to hundreds of popular apps with pre-built integrations. As just one example of the many possibilities, you can keep track of your Zoom webinar attendance in Member365, automatically sending webinar attendees a certificate, adding a Continued Education Credit to their profile, and giving them access to post webinar resources and discussions forums. By using Zapier to integrate Member365 with the tools you already use (or you want to start using), you can streamline your workflows, save time, and improve overall efficiency.
This article goes over what Zapier is and walks through the process of signing up for an account. If you are interested in learning more about Key Zapier Terminology or Member365 x Zapier Workflows, click the corresponding links.
What is Zapier?
Zapier is a popular no-code web automation tool that allows you to connect different web apps and services, enabling them to work together seamlessly using customized workflows to suit your organization's specific requirements. The biggest value-add that Zapier offers is saving time and increasing efficiency by automating repetitive, tedious repetitive tasks that would otherwise require a person to spend time on - to keep information organized and present a seamless experience for your members.
The Core Function of Zapier is to act as the "glue" that connects thousands of other web apps - including Member365, and various project management tools, CRM systems, social media platforms, and more - to one another.
Zapier allows you to create automated workflows called "Zaps." Each Zap starts with a trigger, an event in one app that kicks off the workflow. This triggers an action, which is an event automatically completed in a second app. For list of triggers or actions in Member365, please follow the corresponding links.
For example, imagine you want to automatically add new registrants to your event to a webinar hosted on Zoom. A Zap can be created to:
- Trigger: "New ticket assigned in Member365."
- Action: "Add a webinar registrant in Zoom."
In essence, Zapier helps you streamline and automate your workflows between apps, allowing you to work more efficiently, productively, and to leverage the very best of your complete tech stack.
Set up an Account
1. Go to zapier.com
2. Click 'Sign Up'
3. Enter your information and click 'Get started for free'
4. If you want to consider a plan beyond the 'Free' tier, click 'Upgrade'
5. It best to talk to Zapier's Sales team to determine which plan is best for you. In short, the free plan will work if you are only using two-step zaps (explained in this article) and anticipate less than 100 tasks per month. Otherwise, you will want to consider one of their paid plans.
Congratulations, you know what Zapier is and how to sign up for an Account!
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