Zapier Setup for Triggers

Overview

Zapier Triggers are essential for automating workflows in your Ultimate Member (UM) system. Triggers are events that kick off a Zap, initiating a specific action based on a condition you define. Setting up Triggers allows you to automate tasks like sending notifications, updating profiles, or syncing data across different platforms. This guide will walk you through the process of setting up Triggers for Ultimate Member using Zapier, enabling you to streamline your processes and save time.

What are Zapier Triggers?

Zapier Triggers are events that initiate a Zap. When a specific condition is met in the source app (e.g., a new row added to a Google Sheet), the trigger fires, starting the workflow and causing the connected action to execute. Triggers are essential for automation as they define the exact moment when a task should be carried out.

Setup

Create an Application Password

An application password is a specific type of password used to authenticate applications or services with your website or system without requiring you to use your main account password. In the context of Ultimate Member and Zapier integration, the application password is used to securely connect Zapier to your Ultimate Member account. Follow these steps to create an application password:

  1. Go to WP Admin > Users > Edit a user.
  2. Scroll down to the Application Passwords section and enter a name for the new application password.
  3. Click the "Add New Application Password" button to generate the password.
  4. Copy and save the generated password, you will need it for later use.
  5. Update the profile to save changes.

Setup Triggers in Zapier

To set up triggers for Ultimate Member using Zapier, you'll need a Zapier account. Zapier is a tool that allows you to connect different apps and automate workflows. If you don't have a Zapier account yet, you can sign up here. Once you have an account, follow the steps below to set up triggers for Ultimate Member:

  1. Login to Zapier:
  2. Create a New Zap:
    • Once logged in, click on the "+ Create" button on the Zapier dashboard and select "Zaps" from the options.
  3. Choose Ultimate Member as the Trigger App:
    • In the Zap Trigger Settings, click on "Trigger"  to select an event that will start your Zap.
    • Search and choose "Ultimate Member (1.0.0)" as your trigger.
  4. Select the Trigger Event:
    • After selecting Ultimate Member, go to the "App & event" tab on the right side.
    • Choose "New User Activity" under the Event, then click the "Continue" button.
  5. Connect Your Ultimate Member Account:
    • In the account tab, you have to connect your Zap to your UM Account.
    • Click the "Choose" button, and then select an account.
    • To create a new account, click on the "+Connect a new account" button. This will redirect you to the account connection or authentication prompt.
    • Enter your website URL, username or email address, and the Application Password you created earlier.
    • Click the "Yes, Continue to Ultimate Member (1.0.0)" button.
    • Once successful, you'll be redirected back to the Zapier setup. Click the "Continue" button to proceed.
  6. Complete the Trigger Setup:
    • Follow the steps provided in the "Trigger" tab to complete the trigger setup in Ultimate Member, or refer to the Setup Trigger in Ultimate Member guide below.
    • Click the "Continue" button to copy the webhook URL in the "Test" tab. This URL is essential for linking Zapier to your Ultimate Member setup.

Setup Trigger in Ultimate Member

The instructions below guide you through setting up the Trigger in Ultimate Member. For more information about each setting, please refer to this documentation.

  1. Create a Zap:
    • Go to wp-admin > Zapier > Zaps and click on the "Add new zap" button
  2. Configure the Zap:
    The instructions below guide you through setting up the Trigger in Ultimate Member. For more information about each setting, please refer to this article.
    • Name your Zap, e.g., "New user register".
    • Under Setup Zaps, select "Trigger" as your Zap type and set the Status to "Running."
    • Paste the webhook URL you've copied from the Test tab in Zapier into the Zap Webhook URL field.
    • In the Trigger settings, select a trigger. For this example, choose "When a new user registers". This trigger will push data to the Zapier Webhook.
    • In the Role settings, you can choose specific roles to filter which users' registration data will be pushed to Zapier. If you select one or more roles, only the registration data of users with those roles will be sent to Zapier. If you do not select any roles, the registration data of all users will be pushed to Zapier, regardless of their roles.
    • In the Fields setting, select and add the fields that will be included in the webhook request (e.g., first_name, last_name, user_email).
    • Once you have configured your settings, click the "Send Data to Zapier" button and then click the "Create" button to save. 
    • It is crucial to verify the integration. Go back to the Test tab in Zapier to test the trigger and ensure everything is functioning correctly.

Test Trigger

In the "Test" tab, click the "Test trigger" button to ensure that the data flows correctly from your site to Zapier, confirming that the integration is functioning as expected. When a new user registers on your site, the trigger displays the data from the fields you've set up in UM Zap.

You'll see the new records in the Test Tab, showing the fields from Ultimate Member synchronized with Zapier. Click the "Continue with selected record" button to set up the Action.

Setup Action in Zapier

The instructions below will guide you on how to set up the action for the trigger we have created above using Google Sheets.

  1. The application window appears after you click the button, search and select "Google Sheets" from the application list.
  2. In the "App & Event" tab, you need to choose an "Event" that will be performed when the Zap runs. In this example, we chose "Spread Sheet Row" from the list. Then click on the "Continue" button.
  3. Then in the "Account" tab, select an account you want to connect to Zapier, then click the "Continue" button.
  4. In the"Action" tab, select the Drive, Spreadsheet and Worksheet. Once you have selected, additional fields appear. You can search and select the data, these are the Fields you have set up in Ultimate Member Trigger Zap. This is where you want the data to be pushed or transferred, then click the "Continue" button.
  5. Now in the Test tab, you can see what the data will look like. It's listed in the "Data in" tab. Click the "Test step" button to check if the data from UM will push to Google Spreadsheet when a user registers from your site.
  6. A notification will appear that the data has been sent to Google Sheets. You can now see in the "Data out" tab, these are the data that was transferred to the Spreadsheet.
  7. Check your Google spreadsheet if the data has been pushed, it might take a few seconds before it appears, but once it appears then it means that the sync is successful.
  8. Click the "Publish" button to publish your Zap, this step is a must as it will save the set-up that will trigger when a new user registers on your site.