Zapier Setup for Triggers
Overview
Zapier Triggers are powerful tools for automating workflows in your Ultimate Member (UM) system. A Trigger is an event that starts a Zap, initiating a specific action based on conditions you define. Setting up Triggers allows you to automate tasks like sending notifications, updating profiles, or syncing data across platforms. This guide will walk you through the complete process of setting up Triggers for Ultimate Member using Zapier, enabling you to streamline your processes and save valuable time.
Accessing the Private Ultimate Member App on Zapier
Ultimate Member is currently utilizing the following invite link to provide access to our private member app. The app is in the final stages of ensuring full compliance with guidelines. Once reviewed and approved, it will be publicly available and searchable via the App Directory, eliminating the need for an invite link.
To request access to the private app, please use the following invite link: https://zapier.com/developer/public-invite/156191/af7184f5fb916911bea403d3bf387dd1/
What are Zapier Triggers?
Zapier Triggers are events that start a Zap workflow as soon as a condition is met in the source app (e.g., a new row is added in Google Sheets). Triggers are essential to automation, as they pinpoint the exact moment when a task should be carried out, allowing you to efficiently manage repetitive processes.
Setup
Step 1: Create an Application Password
An application password is a specific type used to authenticate applications or services with your website or system without requiring you to use your main account password. In the Ultimate Member and Zapier integration context, the application password is used to securely connect Zapier to your Ultimate Member account. Follow these steps to create an application password:
- Navigate to WP Admin > Users > Edit a user.
- Scroll to the Application Passwords section and enter a name for the new application password.
- Click the Add New Application Password button to generate the password.
- Copy and save the generated password, as you’ll need it later.
- Update the profile to save these changes.
Step 2: Set Up Triggers in Zapier
To set up Triggers for Ultimate Member using Zapier, ensure you have a Zapier account. If you don’t yet have an account, sign up on the Zapier website. Once you’re logged in, follow the steps below to configure triggers with Ultimate Member.
- Log in to Zapier
- Visit the Zapier login page and enter your credentials to log in.
- Create a New Zap
- Once logged in, click on the + Create button on the Zapier dashboard and select Zaps to create a new Zap. Alternatively, you can click Zap from the home tab.
- Once logged in, click on the + Create button on the Zapier dashboard and select Zaps to create a new Zap. Alternatively, you can click Zap from the home tab.
- Choose Ultimate Member as the Trigger App
- In the Zap Trigger Settings, name your Zap then click on Trigger to select the event that will start your Zap.
- Search for Ultimate Member (1.0.0) in the app list and select it as your trigger app.
- Connect Your Ultimate Member Account:
- In the Setup tab, located within the step details on the right-hand side, select New User Activity as the Trigger Event.
- In the Account option, click Select, and choose an existing account, or click +Connect a new account. This will open a new tab for the account connection or authentication prompt.
- Enter your website URL, username or email address, and the Application Password you created.
- Click Yes, Continue to Ultimate Member (1.0.0) button to authenticate.
- In the Setup tab, located within the step details on the right-hand side, select New User Activity as the Trigger Event.
- After a successful connection, you’ll be redirected back to Zapier.
- In the Zap Trigger Settings, name your Zap then click on Trigger to select the event that will start your Zap.
- Complete the Trigger Setup
- Follow the steps to finish configuring the trigger in Ultimate Member or refer to the "Set Up the Trigger in Ultimate Member" guide within this article for detailed instructions.
- Click Continue and copy the webhook URL in the Test tab. This URL links Zapier to your Ultimate Member setup.
- Follow the steps to finish configuring the trigger in Ultimate Member or refer to the "Set Up the Trigger in Ultimate Member" guide within this article for detailed instructions.
Setup the Trigger in Ultimate Member
The instructions below explain how to configure the Trigger within Ultimate Member for Zapier. For more information about each setting, please refer to this documentation.
- Create a Zap in Ultimate Member
- Go to WP Admin > Zapier > Zaps and click Add new zap.
- Go to WP Admin > Zapier > Zaps and click Add new zap.
- Configure the Zap Settings
- Name Your Zap: For example, "New User Register."
- Under Setup Zaps, choose Trigger as your Zap type and set Status to Running.
- Specify the Trigger Event and Conditions
- In Trigger Settings, select a trigger event (e.g., When a new user registers). This will push data to the Zapier Webhook when the event occurs.
- Role Settings: Choose specific roles to control which users’ data will be sent to Zapier. If you leave it blank, data for all users, regardless of role, will be sent.
Note: You can select specific roles to filter which users’ registration data is sent to Zapier. If you choose one or more roles, only the registration data of users with those selected roles will be pushed to Zapier. If no roles are selected, the registration data of all users will be sent, regardless of their roles.
- Fields Setting: Select the specific fields to include in the webhook request (e.g.,
first_name,last_name,birth_date, user_email.)
- Save and Test the Trigger
- Click Send Data to Zapier and then Create to save.
- Go back to the Zaps in Zapier and test the trigger to verify that the data flows correctly.
- Click Send Data to Zapier and then Create to save.
Testing the Trigger
- In the Configure tab in the Zapier step details, click the Test trigger button to ensure that data is flowing correctly from Ultimate Member to Zapier. When a new user registers, the trigger should display the data from the selected fields.
- In the Test tab, click Find New Records to fetch the latest data from Ultimate Member. Select the most recent record displayed.
- Then click Continue with Selected Record to proceed to set up the Action for this Zap.You’ll see the new records in the Test tab, with the fields from Ultimate Member successfully synchronized with Zapier.
Set Up the Action in Zapier
To set up an Action (the response to the Trigger), you’ll configure Google Sheets as the destination for the user registration data.
- Select Google Sheets as the Action App
- Search for Google Sheets in the application list and select it.
- Search for Google Sheets in the application list and select it.
- Choose an Event
- In the Setup tab, within the step details on the right-hand side, go to the Action Event section and select an event (e.g., Create Spreadsheet Row) to define the action that will be executed when the Zap runs.
- In the Setup tab, within the step details on the right-hand side, go to the Action Event section and select an event (e.g., Create Spreadsheet Row) to define the action that will be executed when the Zap runs.
- Connect Your Google Sheets Account
- In the Account option, choose the account you want to connect, or connect a new account, then click Continue.
- In the Account option, choose the account you want to connect, or connect a new account, then click Continue.
- Configure Action Settings
- In the Configure tab:
- Select the Drive, Spreadsheet, and Worksheet you want to use.
- Select the data fields configured in the Ultimate Member Trigger. These fields determine where the registration data will be stored in Google Sheets. Once the fields are mapped.
- Click the Continue button to proceed with testing and confirm that the data will be transferred correctly.
- In the Configure tab:
- Test the Action
- In the Test tab, review the fields displayed under Data In.
- Click the Test step button to confirm that the data from Ultimate Member is being correctly transferred to Google Sheets.
- Once successful, you’ll be notified that data has been sent to Google Sheets.
- Check your spreadsheet to confirm that the data has appeared.
- Publish Your Zap
- Click Publish to save and activate your Zap. This step ensures synchronization between Ultimate Member and Google Sheets for every new registration on your site.
- Once your Zap is published, navigate to WP Admin > Ultimate Member > Zapier and edit the relevant trigger Zap. To synchronize data from Ultimate Member (UM) to Google Sheets, follow these steps:
- Click the Send Data to Zapier button.
- A popup alert will appear displaying the Webhook URL. This URL acts as the connection point between Ultimate Member and Zapier, allowing data to flow between the two systems.
- Copy the Webhook URL and paste it into the Zap Webhook URL field in your Zap settings within Zapier.
- Click the Save button to save the changes.
This ensures that your Zap is correctly configured to receive data from Ultimate Member and sync it with Google Sheets.
- Click the Send Data to Zapier button.
- Whenever a new user is created or registers on your Ultimate Member site, their data is automatically sent to Google Sheets.
- Click Publish to save and activate your Zap. This step ensures synchronization between Ultimate Member and Google Sheets for every new registration on your site.
By following these detailed steps, you’ll have a fully automated workflow set up in Zapier to handle new registrations on your Ultimate Member site, sending data directly to Google Sheets or another application of your choice.