An automated workflow using zapier
Connects MemberSpace + ConvertKit
Add tags to subscribers in ConvertKit for new MemberSpace membership
About this workflow template
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
Diagram
How it works?
When this trigger fires in MemberSpace
New Membership in MemberSpace
Occurs when a member is added to a plan.
Then this action happens in ConvertKit
Add Tag to Subscriber in ConvertKit
Add a subscriber to a specific tag.
How to set up this workflow
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
Configure Applications
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
Build an integration workflow
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
Test and Publish
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!
Related Automation Templates
Supported triggers and actions
New tag subscriber
Triggers when a specific tag is added to a subscriber.
triggerbyzapierpabbly-connectNew subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
triggerbyzapierautomateiopabbly-connectNew form subscriber
Triggers when a subscription occurs on a specific form.
triggerbyzapierpabbly-connectNew subscriber activation (instant)
New subscriber activation (instant)
triggerbypipedreamNew unsubscriber activation (instant)
New unsubscriber activation (instant)
triggerbypipedreamNew webhook event (instant)
New webhook event (instant)
triggerbypipedream
Find member
Search for a member by email address
actionbyzapierNew membership
Occurs when a member is added to a plan.
triggerbyzapierCanceled membership
Occurs when a member has canceled their recurring payment plan, is removed from a one time payment plan, is removed from a free plan, or their plan has expired.
triggerbyzapierUpdated member profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
triggerbyzapierAuth test
Auth test trigger.
triggerbyzapierFetch plans
Gets a list of plans.
triggerbyzapier
Apps you need
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.
