Zapier FAQs

This FAQ answers common Zapier questions for Member365 administrators. Navigation and available options can vary by permissions and configuration.

What is Zapier, and how do I set up an account?

When would I use this? Use this when you need to understand zapier, and how do I set up an account before deciding how to use or configure it. For example, a Member365 administrator may need this answer to connect Member365 with another application and reduce manual work.

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.

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.

View the complete step-by-step guide.

How do I enable Zapier on Member365?

When would I use this? Use this when your organization wants to connect Member365 with another application through Zapier.

Member365’s integration guide describes Zapier as a premium feature that requires activation. Contact the Member365 team through its integration page to confirm current availability, pricing, and setup for your account. Once enabled, configure and test the intended Zap with the connected applications.

How to Enable Zapier on Member365

Which Member365 Zapier triggers are available?

When would I use this? Use this when you need to confirm member365 Zapier triggers are available. For example, a Member365 administrator may need this answer to connect Member365 with another application and reduce manual work.

This article contains a list of events that can happen in Member365 that can trigger an action in another app - Member365 Triggers. To see a list of available Actions in Member365, please refer to this article .

View the complete step-by-step guide.

Which Member365 Zapier actions are available?

When would I use this? Use this when you need to confirm member365 Zapier actions are available. For example, a Member365 administrator may need this answer to connect Member365 with another application and reduce manual work.

This article contains a list of Member365 Actions - events that can be triggered in Member365 by an event that occurs in another app. To see a list of available Triggers in Member365, please refer to this article .

View the complete step-by-step guide.

How do I automate Webinar Registration in Member365 for Zoom through Zapier?

When would I use this? Use this when you need to automate Webinar Registration in Member365 for Zoom through Zapier. For example, a Member365 administrator may need this answer to connect Member365 with another application and reduce manual work.

While this article uses Zoom as an example to explain the process, the same process will work with other webinar hosting software integrated with Zapier such as PheedLoop , WebinarGeek , EasyWebinar , and more.

1. If you have not yet set up a Zapier account, please refer to this article before continuing to the next step. If you already have a Zapier account, please continue to step 2
2. If you don't know how to create a basic event in Member365. Please refer to this article .
3. On the ' Date & Location ' tab, set the ' Specific Date ' and time.
4. On the ' Registration ' tab, ensure online registration is set to " Yes "
5. On the ' Ticket ' tab, create a ticket (if you do not know how to do that, please refer to this article) and ensure the ' Limit Ticket to Purchaser? ' toggle is ' ON ' (green).
6. If you do not know how to create a webinar in Zoom, please refer to their customer support files . Be sure to set the time and date the same as that in your Member365 event.
7. From the homepage in Zapier , click ' Create '...

View the complete step-by-step guide.

If an option described here is unavailable in your system, contact Member365 Support.