This automation scenario allows you to connect MemberSpace and ConvertKit
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in MemberSpace
Occurs when a member is added to a plan.
Then this action happens in ConvertKit
Add a subscriber to a specific tag.
This guide contains information on how to set up an automatic workflow that allows to Add tags to subscribers in ConvertKit for new MemberSpace membership.
Part I
First, we need to connect MemberSpace and ConvertKit to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect MemberSpace to Zapier.
Give Zapier access to your MemberSpace account, using MemberSpace credentials.
Connect ConvertKit to Zapier.
Give Zapier access to your ConvertKit account, using ConvertKit credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for MemberSpace
Choose the following trigger: New Membership (Occurs when a member is added to a plan.).
Then set up an Action for ConvertKit
Choose this action: Add Tag to Subscriber (Add a subscriber to a specific tag.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between MemberSpace and ConvertKit.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add tags to subscribers in ConvertKit for new MemberSpace membership!
Triggers when a specific tag is added to a subscriber.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a subscription occurs on a specific form.
New subscriber activation (instant)
New unsubscriber activation (instant)
New webhook event (instant)
Search for a member by email address
Occurs when a member is added to a plan.
Occurs when a member is canceled from any plan or they change their recurring payment plan to a different recurring payment plan.
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Auth test trigger.
Gets a list of plans.
MemberSpace simplifies the process of turning any part of your website into exclusive members-only content. With full control over the appearance and pricing, it allows you to create memberships for courses, tutorials, directories, and more. It's compatible with various platforms and offers automated enforcement of access rules.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.