membermate Zapier integrationAutomate membermate with Zapier.
The membermate Zapier integration gives you 0 triggers, 3 actions and 0 searches. membermate cannot start a Zap on its own: another tool fires the trigger, and membermate creates the user or opens and closes access to your products. It works on the free plan.
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What the membermate Zapier integration actually does
membermate lets you set up your own member area with courses, memberships, a community and live calls. On Zapier it is a receiving end: three actions that create users and manage their access to products, started by events from your other tools. It cannot start a Zap itself.
Accounts opened by the sale itself. Create New User makes the account and grants product access in one step. Wire it to your checkout tool and a buyer gets in without anyone typing their details.
Upsells unlocked without manual work. Add Access to One or Many Products for an Existing User opens an extra product for a member who already has an account, found by email.
Access that closes with the payment. Remove Access to One or More Products for an Existing User withdraws access to the products you pick. Fed by a refund or a cancellation in your payment tool, nobody keeps content they no longer pay for.
What Zapier does not do here: membermate has no trigger, so nothing that happens inside membermate can start a Zap. There is no search either, and no action to delete a user or create a product. And no Zap catches up on sales made before it was switched on.
Comparing tools for this? See our Make vs Zapier page, or our Zapier review.
Zapier words, in plain English
Seven terms come back across this page. Here they are once, then used without reminders.
- Zap
- The automation you build: one trigger, then one or more actions that run each time that trigger's event happens.
- Trigger
- The event in an app that starts the Zap. For membermate, it always comes from another tool, since membermate has none.
- Action
- What the Zap does after it starts: here, the step that creates a membermate user or changes their product access.
- Task
- The unit Zapier bills. One task is one action your Zap finished 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 its app itself, so nothing waits.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
- Connection
- Your membermate account linked to Zapier once, then reused by every step that talks to membermate.
What it really costs
membermate is not reserved for paid plans: it works on the free plan.
- Free plan100 tasks a month, unlimited two-step Zaps
- Paid plans onlyFilters, second actions
- This appAvailable on the free plan
The trigger in the other tool never costs a task. Each membermate action that succeeds counts once, so a three-action Zap uses three times what a one-action Zap does, and a failed action is not counted. The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps. A second action or a filter makes it a multi-step Zap, which needs a paid plan.
The grid below is how often Zapier checks a polling trigger on each plan. membermate has no trigger of its own, so the grid only matters if the trigger of the other tool is a polling one.
Connect your membermate account
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. You need an account on membermate, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick membermate
Type membermate in the search box of the dialog, select it, then click Add connection. A new tab opens on the membermate sign-in page, separate from your Zapier window.
- 03
Sign in and allow access
Log in to membermate in that tab and grant Zapier access to the account. From then on, every Zap that writes into membermate can reuse that same connection.
Your first Zap: unlock an extra product after a payment
GoalA payment in your payment tool gives an existing membermate user access to the product they bought, when it passes your filter.
- 01
Create the Zap
Start a new Zap and choose your payment tool as the app that starts it, with its event for a new payment. membermate cannot start a Zap, so the trigger always lives elsewhere.
- 02
Test the trigger
Test the trigger: Zapier brings back the three most recent items of that account, so you map on a real payment. Check that it carries the buyer's email.
- 03
Add the filter
Click the plus icon, choose Filter and fill the three boxes: the field to look at, the rule, the value. A text rule only works on text, so pick the type that matches.
- 04
Add membermate
Add the membermate action Add Access to One or Many Products for an Existing User. Map the buyer's email to E-mail address and pick the Product(s) to unlock.
- 05
Test, then publish
Run each step once and read what came back. Then click Publish. With the filter, this is a multi-step Zap, so it needs a paid plan.
membermate actions
membermate gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create New User (And Optionally Grant Access to a Product)
ActionIn Zapier“Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.”
Creates a user in your membermate member area from an E-mail address and a First name, both required, and can grant access to one or several products in the same step. If a user with that email already exists, no second account is made: the existing one simply receives the product access.
Add Access to One or Many Products for an Existing User
ActionIn Zapier“Grant an existing user (by email) access to a product you created in your member area.”
Gives an existing user, identified by email, access to one or more products you created in your member area. Both the E-mail address and the Product(s) are required, and the user gets access to every product you select.
Remove Access to One or More Products for an Existing User
ActionIn Zapier“Remove the access to one or more products for a user (by email).”
Takes away a user's access to one or more products, found by email. If the user has access to the products you select, that access is removed; the E-mail address and the Products are both required.
When it breaks
Zapier links no help article to membermate, so the cases below come from Zapier's general limits and from what the actions say about themselves.
The tricky cases here are Zaps that run on the wrong person or the wrong product. Check these four before publishing; for anything else, see our Zapier troubleshooting page.
Past sales are not replayed
A Zap only reacts to events after it is switched on. Buyers from before get no account or access from it; handling them is a separate job.An existing email gets access, not an account
Create New User does not make a second account for an email already in membermate. It grants the product access to the existing user instead.A sudden flood is held back
After a bulk import in the other tool, a trigger that suddenly sends a huge batch can be held back by Zapier's flood protection.A Zap that restarts itself
As a general precaution, a Zap that writes into the place its own trigger watches can set itself off again. With membermate, that can only happen through the other tool.
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