Add Member Signup Completed Record to Airtable (Zapier)
Note: In order to utilize this functionality, you will first need to integrate Zapier with MemberPress: https://docs.memberpress.com/article/263-official-memberpress-zapier-integration
We are often asked if there is a possibility of creating a record in Airtable when a Member has signed up. Here are some instructions on how to easily make this possible by using Zapier to create a Zap with MemberPress and Airtable.
Step:1 Login and Start Creating a Zap
The first thing you will need to do is login to your Zapier account and click on the "Make a Zap" button.
Step 2: Creating a MemberPress Trigger
Search for MemberPress in the search bar and then click on it once you find it.
Next you will click the "Member Signup Completed" option. Then click the Save + Continue button.
Connect your MemberPress account if you haven't done so already and then click continue.
The next page shows a sample of data from your site. You can use the default one created or you can search for specific data that you want to test with. When finished, click Continue.
Step 3: Create an Airtable Action Trigger
There are 2 options to start creating an Action Trigger. Either click Add a Step or click or click the link provided.
Search for Airtable and select it.
Then you will select "Send Email" and then click Save + Continue
You will want to connect your Airtable account to the Zap if you haven't done so already and then click Save + Continue.
Once you have created a base and a table within the base that you want your data stored, you will want to create different fields of data you would like to be sent to Airtable.
Go back to Zapier and fill out the base, table, and all fields you would to be sent. Any fields created in the table in Airtable will be an option to be sent over including custom fields in MemberPress. Click Continue when done.
Send test to Airtable to ensure the data is sent properly and creates a new record.
Check in Airtable and make sure everything worked correctly and you received all the proper test data. In the example below it shows that custom fields created in MemberPress can be sent as well.
Finally, go back to Zapier and click Finish, name your Zap and turn it on.
Congratulations, you have just created a zap with MemberPress and Airtable!