Zapier

Paid Memberships Pro offers a native app for Zapier, a third-party service to connect your apps and automate workflows.

In this guide, we explain how to create Zaps with our app, how to authenticate your site with Zapier, and the available triggers and actions you can use to automate your WordPress membership site.

Get Started with Zapier

Zapier lets you connect Paid Memberships Pro to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.

To get started with Zapier, first sign up for a free Zapier account. We’re included some popular pre-made Zaps at the bottom of this guide to help you get inspired.

How to Authenticate the Paid Memberships Pro App in Zapier

To authenticate your Paid Memberships Pro site with Zapier, first you need to create an application password for a user with the administrator role on your WordPress site. Then, you need to connect a new account through Zapier.

1. Navigate to Users > Edit User for the user account you will use to authenticate Zapier.
2. In the “Application Passwords” section, create a new application password named “Zapier“. Note: The Application Password section will only be available to those with admin access.

3. After generating the password, copy and paste the key somewhere to save it temporarily. You will not be able to retrieve this key after you leave this screen.
4. Log in to your Zapier account or create a new account.
5. Click on “Connect a new account…” and search for “Paid Memberships Pro“.
6. Zapier requires the following credentials to authenticate your site:
   1. Site URL
   2. Admin Username
   3. Application Password (not the same as your Admin user’s WordPress password)
7. Once that’s done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you’ll be walked step-by-step through the setup. 
8. Need inspiration? See everything that’s possible with Paid Memberships Pro and Zapier.

If you have any additional questions, you can reach out to [email protected].

Zapier Triggers and Actions

Zapier receives data from your membership site through Triggers and sends data to your membership site through Actions. Below is a list of available Triggers and Actions in the Paid Memberships Pro Zapier App:

The “zap” building interface in Zapier displays the available input fields for each action, as well as the data sent by each trigger. An overview of these input and output fields is listed below.

But, before you can begin using the zap, you must authenticate your Paid Memberships Pro site.

Triggers in the Zapier App

Below is a list of the triggers available in the app and the data available with each trigger.

Membership Level Changed

This trigger sends data to the zap each time a user’s membership level is changed. Your zap receives the following data when this event is triggers:

• ID (the unique ID for this level change in the WordPress database)
• User fields including: ID, Email, and Nicename
• Membership fields including: Level ID, Level Name, Level Status, and Date Modified

Order Added or Updated

This trigger sends data to the zap each time a new order is created or an existing order is updated. Your zap receives the following data when this event is triggers:

• Member ID (member_id)
• Order ID (the unique ID for this order in the WordPress database)
• User fields including: ID, Email, and Nicename
• Billing fields including: Name, Street, City, State, Zip, Country, and Phone
• Order fields including: Order Code (invoice ID), Subtotal, Tax, Total, Status, Payment Gateway, Gateway Environment, and Order Timestamp

Actions in the Zapier App

Below is a list of the actions available in the app and the data that can be sent through each action.

Change a User’s Membership Level

Use this action to change or cancel a user’s membership level. Your zap must send the following input data to this action:

• User ID: The user ID in your WordPress site to change modify.
• Membership Level ID: The level ID you would like to assign to the user. Use “0” to cancel the user’s membership level.
• Email: Alternatively use the email address of the user to be modified (instead of the user ID). If the user ID is included, the user ID will take precedence over email.
• First Name: Your member’s first name.
• Last Name: Your member’s last name.
• User Login: The username of your member. This is the username they can use to log into your WordPress site.
• User URL: The user’s Site URL that is linked to their WordPress user.
• Description: The user’s Biographical Information that is linked to their WordPress user.
• Create User: Set this option to “Yes” if you would like to create a new user if they do not exist.

Cancel a User’s Membership Level

Use this action to cancel a user’s membership level. Your zap must send the following input data to this action:

• User ID: The user ID in your WordPress site to change modify.
• Membership Level ID: The active level ID of the member that you would like to cancel.

Create a Membership Level Object

• Name: The membership level name.
• Description: The level description shown to members on the checkout page of your WordPress site.
• Confirmation: The confirmation message included on the membership confirmation page and in the welcome email sent after checkout.
• Initial Payment: The price of the membership level that should be billed immediately when checking out. Set this to 0 to make the level free.
• Billing Amount: The price of the recurring amount for the membership level. If set, please ensure you fill out the Billing Amounts and Billing Period.
• Cycle Number: Set the ‘per’ value of the Billing Amount. Set this to 1 to run once per cycle period, or 2 to run twice per cycle period set.
• Cycle Period: Set the frequency of the Billing Amount.
• Billing Limit: Set this option if you want to charge customers X times before stopping.
• Trial Amount: Set the amount to a positive value if you would like to offer a trial.
• Trial Limit: The number of recurring payments to apply the trial to. Set this to 1 to only apply it to the first recurring payment period.
• Allow New Signups: Set this to “false” if you don’t want to offer this level on the frontend of your site.
• Expiration Number: The number of periods the user will expire in.
• Expiration Period: The frequency of the expiration.

Browse Zap Templates

Below is a list of existing Zap templates you can use with Paid Memberships Pro. If you don’t see what you need in this list, click here to create your own Zap.