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MC Professional Zapier integrationAutomate MC Professional with Zapier.

The MC Professional Zapier integration gives you 8 triggers, 1 action and 1 search. All 8 triggers are instant, so invoices, members and event registrants reach Zapier without waiting for a check. The app runs on the free plan in a two-step Zap.

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Overview

What the MC Professional Zapier integration actually does

MC Professional is association management software: it keeps an association's members, events and invoicing in one place. On Zapier it is mostly a source of events. Eight triggers report invoices, new members and event registrants, one action records education credits and one search finds profiles.

Three outcomes cover most of what you can build. A finance log that keeps itself. Invoice Created, Invoice Paid, Invoice Partial Payment Created, Invoice Refunded and Invoice Voided each start a Zap, so every step of an invoice can land as a row in the sheet your treasurer reads. A welcome for every new member. New Member Join From Membership Form starts a Zap the moment someone joins through a form, ready to notify the team. Credits that follow attendance. Event Registrant Created starts the Zap, Find Profiles looks up the person and Create Continuing Education Credit records the credit.

What Zapier does not do here matters as much. The only thing a Zap can write into MC Professional is a continuing education credit: no member, invoice or registrant can be created or changed from Zapier. The credit needs a profile that already exists, because the action asks for its Profile ID. And the triggers only report what happens after the Zap is on. If you want a second opinion on Zapier itself, see our Zapier review.

Vocabulary

Zapier vocabulary in one minute

Eight words you will meet in the editor, each in plain English.

Zap
The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap, such as an invoice being paid. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or creates something for you in an app.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself; all 8 here are instant.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it quietly otherwise.
Search step
A step that looks up something that already exists in an app, like a profile, so later steps can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A search, a filter or a second action makes one, and it needs a paid plan.
Cost

What an MC Professional Zap really costs

The trigger never costs anything. Only an action that completes is counted as a task.

  • Any of the 8 triggersFree, never counted
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps only
  • Zap with Find ProfilesMulti-step, paid plan

MC Professional is not reserved for paid plans. A Zap made of Invoice Paid and one action runs on the free plan: 100 tasks a month, unlimited Zaps, two steps each. An action that does not go through is not counted. Add Find Profiles, a filter or a second action and the Zap becomes multi-step, which needs a paid plan. The grid below is how often Zapier checks a polling trigger on each plan; it does not apply to the 8 triggers of this app, which are all instant.

Connect

Connect MC Professional to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A dialog opens with a search box: type MC Professional and pick it from the list of apps.

  2. 02

    Sign in to MC Professional

    Click Add connection. A new tab opens on MC Professional: sign in with the account the Zap should use. You need an account on the app, plus access to anything you do not own and want the Zap to touch.

  3. 03

    Grant access

    Allow Zapier to use the account. The connection then shows up on the Apps page, and every MC Professional step of every Zap can reuse it, so you only do this once per account.

First Zap

Your first MC Professional Zap: paid invoices in one sheet

GoalEvery invoice that turns paid in MC Professional goes through a filter, and the ones that pass become a row in your finance spreadsheet.

  1. 01

    Create the Zap

    From the Zapier dashboard, start a new Zap. Pick MC Professional as the first app and Invoice Paid as the trigger, then choose your connection.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the connected account, so you see what an invoice carries and map the next steps on a real one.

  3. 03

    Add a filter

    Click the plus icon, add a Filter and fill its three boxes: the field to look at, the rule and the value. This third step makes the Zap a paid-plan Zap.

  4. 04

    Add the spreadsheet step

    Add your spreadsheet as the action and pick the sheet. Map each column to an invoice value the trigger handed over during the test.

  5. 05

    Test, then publish

    Test the action once and check the new row. Then click Publish: the Zap is on and reacts to invoices that turn paid from now on.

Triggers

The MC Professional triggers

8 events start a Zap when something happens in MC Professional, and 8 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Invoice Refunded

Instant trigger

In Zapier“Receive invoice information upon invoice refund”

Starts a Zap with the invoice details when an invoice is refunded in MC Professional, so the money going back out is recorded somewhere other than the app itself.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your treasurer keeps a refund log and wants each refund to appear there without anyone copying it over.
Watch out
run the trigger test to see which invoice values come through before you map them anywhere.
2

New Member Join From Membership Form

Instant trigger

In Zapier“Triggers when a user joins through a membership form.”

Fires when someone joins your association through one of your membership forms, which makes it the natural start of any onboarding Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
each new member should trigger a heads-up to the staff member who handles welcomes.
Watch out
Form Membership is required, so you pick one membership form per Zap; several forms mean several Zaps.
3

Event Registrant Cancelled

Instant trigger

In Zapier“Triggers when the status of a registrant updates to cancelled.”

Kicks off a Zap when a registrant's status for an event changes to cancelled, so a freed seat or an attendance list can be updated elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
the event lead keeps a headcount in a shared sheet and needs cancellations reflected there.
Watch out
Form Event is required, so each Zap follows one event form; pick it before you test.
4

Event Registrant Created

Instant trigger

In Zapier“Triggers when a new registrant is created through a form.”

Opens a Zap whenever a new registrant is created through an event form, giving you a hook for confirmations, lists and credits.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
attendance at an event should lead to an education credit for the person, recorded by a later step.
Watch out
Form Event is required here too, so pick the event form first and run the test on it before mapping anything.
5

Invoice Created

Instant trigger

In Zapier“Receive invoice information upon invoice creation.”

Sends the invoice information to Zapier when a new invoice is created in MC Professional, before any payment has come in.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your bookkeeping tool or a shared sheet should list every invoice issued, paid or not.
Watch out
Invoice Paid, Invoice Voided and Invoice Refunded are separate triggers, so plan which Zap owns which event.
6

Invoice Partial Payment Created

Instant trigger

In Zapier“Receive invoice information upon partial invoice payment”

Runs a Zap when part of an invoice is paid, so instalments can be tracked without waiting for the full amount.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
members pay their dues in several goes and the finance team wants each instalment logged as it lands.
Watch out
only payments made after the Zap is published start it, so run the trigger test to see which values come through before you map them.
7

Invoice Paid

Instant trigger

In Zapier“Receive invoice information upon invoice status changed to PAID”

Reacts when an invoice's status changes to paid, which is the cleanest signal that the money is in.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a paid invoice should add a row to the treasurer's sheet or send a thank-you through another app.
Watch out
only invoices that turn paid after the Zap is published start it; earlier paid invoices are not picked up.
8

Invoice Voided

Instant trigger

In Zapier“Receive invoice information upon voiding invoice.”

Delivers the invoice information when an invoice is voided, so cancelled bills stop counting in the tools that track what is owed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your outstanding-dues sheet should drop or flag an invoice once staff void it in MC Professional.
Watch out
a voided invoice is a different event from a refunded one, so a refund needs its own Zap on Invoice Refunded.
Actions

The MC Professional action

MC Professional gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Continuing Education Credit

Action

In Zapier“Creates a Continuing Education Credit.”

Records a continuing education credit on a member's profile in MC Professional, with the event name and its start and end dates.

When to use it
attendance is confirmed in another tool and the credit should follow without anyone typing it in.
Watch out
Profile ID must belong to an existing profile, and both dates use the MM/DD/YYYY format.
Searches

The MC Professional search

1 search step looks for data that already exists in MC Professional, so a later step can use it.

A search step looks something up so the next steps can use it. In the editor, MC Professional's search sits at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a clean single match.

1

Find Profiles

Search

In Zapier“Finds users profiles”

Looks up user profiles in MC Professional, so a later step can work with a person the account already knows.

When to use it
a registrant comes in and you need their profile before recording an education credit for them.
Watch out
no input field is flagged as required, so check at test time what it searches on and whether it returns the Profile ID.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that depend on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into find-or-create on apps that offer it. MC Professional exposes no find-or-create variant, so a missing profile is not created.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When an MC Professional Zap breaks

Zapier attaches no help article to MC Professional and lists no rate limit for it, so the traps below are the general ones that apply to any Zap, plus the one the credit action spells out.

Most problems appear in the first runs, when old invoices, a missing profile or a big import meets a freshly published Zap. When a run fails and the cause is not clear, see our Zapier troubleshooting guide.

  • Nothing from before the Zap

    A Zap reacts only to what happens after you switch it on. Invoices paid or members who joined earlier are not picked up; moving that backlog is a separate job.

  • A credit without a profile fails

    Create Continuing Education Credit needs the Profile ID of an existing profile. Without that identifier the action fails, so look the profile up first and check at test time that the ID comes through.

  • A huge batch held back

    After a bulk import or a migration, a trigger can suddenly return a large batch. Zapier's flood protection can hold that batch back instead of running it all.

  • An empty search stops the Zap

    On its default setting, a Find Profiles step that finds nothing stops the Zap there, and the credit after it is skipped for that run.
Need help

Need help automating MC Professional with Zapier?

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FAQ

MC Professional Zapier integration: FAQ

01Is the MC Professional Zapier integration free?
Yes, as long as the Zap stays at two steps. MC Professional is not one of the apps Zapier reserves for paid plans, so any of its 8 triggers followed by one action runs on the free plan, with 100 tasks a month and as many Zaps as you like. The catch is the credit workflow: looking up a profile with Find Profiles before Create Continuing Education Credit adds a step, and that needs a paid plan.
02How many tasks does an MC Professional Zap use?
One per action that succeeds, and nothing for the trigger. A Zap that logs each paid invoice as a spreadsheet row uses one task per invoice. Zapier receiving the event from MC Professional costs nothing, and an action that fails is not counted against your 100 monthly tasks on the free plan. If one Zap also posts a message after the row, each invoice uses two tasks, so estimate your invoice volume before stacking actions.
03Is MC Professional on Zapier real time?
Yes for all 8 triggers. Each one is instant: MC Professional reports the event to Zapier itself instead of Zapier checking on a timer, so the interval grid of the plans does not apply and a free account starts as fast as an Enterprise one. A Zap built on these triggers shows a lightning bolt in the editor. The type is set by the app and cannot be switched from the editor, so there is nothing to tune.
04What does it take to connect MC Professional to Zapier?
An MC Professional account and a Zapier account. You add the connection from the Apps page with + Add connection, sign in to MC Professional in the tab that opens and allow Zapier to use the account. If the Zap should touch records your account does not own, it needs read or write access to them first. One connection is then reused by every MC Professional step, in every Zap, so you set it up once per account.
05Why does Create Continuing Education Credit fail?
Check the Profile ID first. The action requires the ID of a profile that already exists in your MC Professional account, and without that identifier it fails. A name or an email is not enough. One way is to put Find Profiles before the action and, if its test shows the ID, map it; that makes the Zap multi-step. Also check the two dates: Start Date and End Date both expect the MM/DD/YYYY format.
06What if the MC Professional operation you want is not there?
Then Zapier cannot do it with MC Professional today. The editor offers 8 triggers, one action, Create Continuing Education Credit, and one search, Find Profiles. There is no action to create a member, an invoice or a registrant, and nothing to update or delete. Those events can still start a Zap and feed other apps. The MC Professional app page on zapier.com lists what the app offers at any given time.
07Zapier, Make or n8n for MC Professional?
Decide on criteria, not on a ranking. First confirm that MC Professional is offered on the platform you have in mind, because this page only covers Zapier. Then compare how each tool counts runs against your volume of invoices and registrants, whether your credit workflow needs a lookup on every run, and who will maintain the Zaps. On Zapier, the triggers are instant on every plan, but a lookup means a paid plan.
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