Zapier Integration

Installation

You must have the Paid Memberships Pro plugin installed and activated to use this Add On.

1. Navigate to Memberships > Add Ons in the WordPress admin.
2. Locate the Add On and click “Install Now”.
   • Or, to install this plugin manually, download the .zip file above.
   • Upload the compressed directory (.zip) via the Plugins > Add New > Upload Plugin screen in the WordPress admin.
3.  Activate the plugin through the Plugins screen in the WordPress admin.

How it Works

Our Paid Memberships Pro Zapier integration includes the following triggers and actions to send information to Zapier and connect with third-party apps. A “Trigger” will send data to Zapier when changes are made on your Membership site. An “Action” will process incoming data when a change is sent to your Membership site via Zapier and a connected third-party app.

Continue reading about the available Triggers and Actions in this plugin and a sample Zap setup for each type of integration. Note that using webhooks with Zapier requires a monthly subscription (view Zapier pricing). The native Zapier integration in core Paid Memberships Pro has no fees for zaps that qualify for the Free Zapier plan.

Send Data to Zapier (Triggers)

Making a Zap

Zapier uses the term ‘zap’ to refer to the basic connections that automate a process for you. A Zap is a trigger with an event, and the triggers available in this integration are listed below:

Triggers

• Changed Membership Level: pmpro_after_change_membership_level
• New Order: pmpro_added_order
• Updated Order: pmpro_updated_order
• After Checkout: pmpro_after_checkout

There are many possible ways to use these triggers through Zapier, and Zapier has apps for over 1,000 tools. A few of the more popular ways we see Paid Memberships Pro working with Zapier include:

• Populating and Updating Google Sheets with new lead information from your Paid Memberships Pro site.
• Integrate with a third-party email marketing program, like ActiveCampaign or Campaign Monitor, where there isn’t an existing Add On for PMPro.
• Send member information to a CRM system like HubSpot or Salesforce.
• Adding new lead information to an email sent to your Gmail address so you can personally follow up with your members.
• Create invoices from membership orders in your QuickBooks Online account.

Setting Up A Webhook In Zapier

Triggers are used to activate the Zap, in our case we will use the webhook option. This option is used for all Zaps that the Zapier Integration for Paid Memberships Pro uses.

1. Log in to your Zapier Account or create a new account with Zapier.
2. Select MAKE A ZAP which can be found near the top of the screen.
3. Under the “Choose A Trigger App”, select “Webhooks”.
4. Select “Catch Hook”. Click “Continue”.
5. On the next screen, leave the “Pick off a Child Key” field blank. Click “Continue”.

You have successfully created a custom webbook URL. Copy the webhook URL to your clipboard using CTRL + C or CMD + C. This is the value that will be pasted into the Memberships > PMPro Zapier settings page in your WordPress dashboard.

Configuring Paid Memberships Pro to Use Your Webhook

There are four triggers you can use to allow integration with Zapier: “New Order,” “Updated Order,” “Changed Membership Level” and “After Checkout”. Triggers can be configured on the Memberships > PMPro Zapier settings page in your WordPress dashboard.

1. Check the box next to the Trigger(s) you would like to use for this Zap.
2. Paste the “Custom Webhook URL” created in the steps above into the Webhook URL field for the Trigger(s) you would like to use for this Zap. Only paste the Webhook URL into the Triggers this Zap needs to use. If your Zap needs more than one Trigger, you may use the same Webhook URL for more than one field. You can also use a different Webhook URL for each Trigger to integrate into three different applications.
3. After pasting the Webhook URL into the appropriate field, click “Save Changes”.

Now, Zapier will run a test to confirm that the Webhook is working. In order to complete the test, you must make a change on your site that would initiate the appropriate trigger. An easy way to do this for each Trigger is:

• Changed Membership Level: Edit a user and change their membership level.
• New Order: Add a new order via the Memberships > Orders page in your WordPress dashboard.
• Updated Order: Edit an existing order via the Memberships > Orders page in your WordPress dashboard.
• After Checkout: Send data to Zapier after a member completes checkout.

If your test is successfully, you can click the “view your hook” to ensure the data is correct and also preview what data will be available for your Actions.

Testing Your Connection

After saving the settings in your Paid Memberships Pro Zapier settings page, you should test that the connection is working properly. Navigate to your Zapier account to test the webhook.

• To test a “New Order” trigger, perform a checkout on your membership site.
• To test an “Updated Order” trigger, change the status of an order to “refunded”.
• To test a “Changed Membership Level” trigger, edit a user record and modify the membership level.
• To test an “After Checkout” trigger, complete a checkout on your membership site.

You do have the option to skip this step in Zapier, although it is a very good idea to test at this time so that you can ensure your integration is working properly.

Setting Up The Action

Zapier offers over 1,000 services that you can integrate with. For this example, we are going to create a log of data using the “Changed Membership Level” trigger and populate a Google Sheet. You may browse and select a different service based on your needs.

1. On the “Choose an Action App” screen, select “Google Sheets”.
2. Select “Create Spreadsheet Row” and continue.
3. Connect your Google Sheets Account to your Zapier Account.
4. In Google Sheets, create a new Google Sheet to send this data to. You must add column labels in your sheet. These labels will correspond to the data you want to capture during the set up process in Zapier. Data can grouped and added a single column or each piece of data can be added to a unique column.
5. In Zapier, you must select the “Spreadsheet” for this Trigger as well as assign spreadsheet columns to the data available in your Trigger.
6. The following data is available via the “Changed Membership Level” Trigger:
   • username
   • level_cycle_number
   • user_id
   • level_trial_limit
   • level_trial_amount
   • level_expiration_number
   • level_ID
   • level_enddate
   • level_initial_payment
   • level_name
   • old_level_status
   • level_startdate
   • level_billing_limit
   • user_email
   • level_billing_amount
   • level_cycle_period
   • level_expiration_period
7. Now run a test to send data to your spreadsheet.
8. If your test is successful, you can select to turn on the Zap on the next screen.

Receive Data from Zapier (Actions)

Receiving Data into Your Membership Site

As with the triggers, this integration can also receive data from a Zap and make changes to your Membership site. This means that external applications can send updates to your Paid Memberships Pro member data.

Navigate to Memberships > PMPro Zapier to locate your Webhook Handler URL and API Key. This information will be used when connecting to a Paid Memberships Pro account in Zapier.

Setting Up The Zap to Receive Data

There are many apps that can send data into your PMPro-powered membership site. In this example, we are going to set up a Zap that adds a member when a new spreadsheet row is added to a Google Sheet.

The step-by-step instructions are listed below the video.

1. Log in to your Zapier Account or create a new account with Zapier.
2. Select MAKE A ZAP which can be found near the top of the screen.
3. Select “Google Sheets” under “Choose a Trigger App”
4. Select the “New Spreadsheet Row” trigger.
5. Follow the steps to authenticate your Google Sheets Account with Zapier
6. Once authenticated, select the Spreadsheet you will be populating with member data and the specific “Worksheet” that contains this data. (This is usually Sheet1 unless otherwise named in your spreadsheet.)
7. You can test the connection, if desired, by modifying the Spreadsheet directly in your Google Sheet then return to Zapier and click “Get More Samples”. This should update with the new data added to your sheet, thereby confirming the connection is working.
8. Next you must add an “Action App” to your Zap.
9. Select “Webhooks”. This is listed as a “Built-In App” or can be located by the search field.
10. Select “GET: Fire off a single GET request with optional querystrings.” on the “Select Webhooks by Zapier Action” step.
11. Locate your Webhook URL under Memberships > PMPro Zapier > Receive Data from Zapier (Actions). Copy and paste the webhook URL into the “URL” field in Zapier.
12. In the “Query String Params” section, add a parameter with the name action and the value add_member. Other available Actions for this integration are listed separately in this documentation.
13. Continue to add additional query string parameters for the data you would like the spreadsheet to send to your membership site. Available parameters for the action must correspond to a column of data in your spreadsheet. The following parameters can be passed into the add_member action:
    • user_email (required)
    • level_id (required)
    • user_login
    • full_name
    • first_name
    • last_name
    
14. In the “Additional Action Settings” section, you should set “Unflatten” to “No”.
15. The next step will test your Zap. Click “Send Test To Webhooks by Zapier”. Note that the add_member action will only work if there is no existing User in the WordPress site with that matching email address.
16. If successful, a member will be created in the membership site. This Action can add a membership level to an existing member OR simultaneously create the user record with the membership level.

Here are the actions available when receiving data from Zapier

apply_filters( 'pmproz_added_order_data', array $data, MemberOrder object $order, int $order>user_id );

apply_filters( 'pmproz_updated_order_data', array $data, MemberOrder object $order, int $order->user_id );

apply_filters( 'pmproz_after_change_membership_level_data', array $data, int $level_id, int $user_id, int $cancel_level );

apply_filters( 'pmproz_after_checkout_data', array $data, int $user_id, object $level, MemberOrder object $order );

apply_filters( 'pmproz_prepare_request_webhook', $options[ $hook . '_url' ], $data );

apply_filters( 'pmproz_prepare_order_for_request', MemberOrder object $prepared_order, MemberOrder object $order );