Mentortools Zapier integrationAutomate Mentortools with Zapier.
The Mentortools Zapier integration gives you 0 triggers and 2 actions: one grants a client access to a course, the other removes it. The Zap always starts in another app, and Mentortools is not premium, so the free plan can run it.
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What the Mentortools Zapier integration actually does
Mentortools is an online education platform where you build membership areas for your courses, with several ways to get paid. On Zapier it only receives: a Zap (the automation you build on Zapier) starts from an event in another app, then Mentortools opens or closes a client's access to a course.
Access that opens when the payment lands. Your payment tool records a sale and Course Purchase grants the buyer access to the course, using their email, first name and the course ID.
Access that closes on a refund. When a refund is recorded elsewhere, Course Refund removes that client's access to the course, so nobody has to remember to do it by hand. It asks for the same email and first name, plus the course's Product id.
Enrolment from a list. Each new row of a spreadsheet, filled by your team, can run Course Purchase and add one more client to the course.
What Zapier does not do here. Mentortools has no trigger on Zapier, so a new member, a completed lesson or a sale made inside Mentortools never starts a Zap. There is no search either: a Zap cannot check whether a client already has access. If you prefer another tool, see our Mentortools Make integration page, or our Make vs Zapier comparison.
Zapier vocabulary in one minute
Seven words come back on this page. Here they are once, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Mentortools has none on Zapier, so it always comes from another app, like a payment tool.
- Action
- What the Zap does once it has started: the step that writes or changes something for you, like granting course access.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
- Polling vs instant
- A polling trigger is checked on a timer; an instant one is reported by its app the moment it happens. Here it depends on the other app.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it there otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
What a Mentortools Zap really costs
Mentortools is not a premium app, so it works on Zapier's free plan. You pay in tasks, and only actions that succeed are counted.
- Free plan100 tasks a month, unlimited Zaps, two steps each
- Mentortools triggersNone, the Zap starts in another app
- Failed actionNot counted
- Premium appNo, works on the free plan
The trigger in the other app costs nothing, however often Zapier checks it. Each Mentortools action that goes through counts one task, and one that fails is not billed, so every buyer you enrol costs one task. A filter that keeps only some payments makes the Zap multi-step, which the free plan does not run, even though the filter itself uses no task. The interval grid below applies only if the other app's trigger is a polling one.
Connect Mentortools to Zapier in three steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. You need a Mentortools account, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick Mentortools
Type Mentortools in the search box of the dialog, select it from the results, then click Add connection. A new tab opens on the Mentortools side for the sign-in.
- 03
Sign in and allow access
Log in to Mentortools in that tab and grant Zapier access to the account. The connection is saved once and reused by every Zap step that opens or closes course access.
Your first Zap: open a course when the right payment arrives
GoalWhen your payment tool records a new payment that meets your condition, grant the buyer access to the matching Mentortools course.
- 01
Create the Zap
Start a new Zap in the editor and give it a name. With its filter it has three steps, so it is a multi-step Zap and needs a paid plan or the free trial.
- 02
Set the trigger
Pick your payment tool and its new-payment event, then test it. Zapier brings back the three most recent items, so you map fields on a real payment.
- 03
Set the filter
Add a Filter from the plus icon and fill its three boxes: the field to look at, the rule and the value. Use a rule of the right type, text or number, or it never passes.
- 04
Add Course Purchase
Pick Mentortools and
Course Purchase. Map the buyer's email and first name from the payment, then type the Course ID you noted in Mentortools. - 05
Test, then publish
Run the action test, read what comes back, then check in Mentortools that the access was granted. When it is, click Publish to switch the Zap on.
The 2 Mentortools actions
Mentortools gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Course Purchase
ActionIn Zapier“Grant course access to a client on Mentortools”
Grants a client access to one course on Mentortools. It needs the buyer's email, the buyer's first name and the Course ID, all three required.
Course Refund
ActionIn Zapier“Removes a client from accessing a course on Mentortools”
Removes a client's access to a course on Mentortools. It asks for the buyer's email, the buyer's first name and the Product id of the course to revoke.
When a Mentortools Zap breaks
Zapier attaches no help article to Mentortools and no Mentortools-specific limit is documented. What goes wrong is what goes wrong on any Zap.
Below are the general Zapier limits that apply here. If you are stuck on one, our Zapier troubleshooting guide is the next stop.
Earlier buyers get no access
A Zap only reacts to what happens after it is switched on. People who paid before that are not enrolled; granting them access is a separate job.A Zap that restarts itself
A Zap that writes into the place its own trigger watches can set itself off again and again, and burn through the task count fast.A big batch held back
When the trigger suddenly returns a huge batch, after a bulk import for example, Zapier's flood protection can hold it back instead of enrolling everyone.No double enrolment from polling
On a polling trigger, Zapier remembers what it has already seen, so the same payment does not start the Zap twice and grant the course twice.
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