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Request

Zapier enhancements; Create/Update Member Area Subscription

Currently, there is only one way to subscribe a contact to a Member area and that’s via a form submission on the front-end of the WebinOne site.

I can see 2 additional Zapier actions that would be very helpful and open up more possibilities for creating/managing CRM members via external systems/CRMs:

  1. “Create CRM Member area Subscription”
  2. “Update CRM Member area Subscription”

As the name suggests, these actions would be used to subscribe a contact to a Member area (or areas) in WebinOne, along with appropriate data such as an expiry date and perhaps a password as well?

Should we be able to set a password or should we instead trigger a password update/reset email to the contact, or just handle this externally?

Paid Member areas might be an issue though, so I’m not sure how these might be handled.
Perhaps these actions simply allow the subscription to occur and assumes the developer will handle the payment/order creation for the Member area separately (much like you can manually do now by adding a contact to a paid Member area via the admin without needing an actual payment/order).


As a side note; the current Zapier actions for “Create/Update CRM Form Submission” are perhaps a little deceiving as they suggest a Form Submission process will be created. But in reality, these actions only create/update a ‘Case’ and do not trigger a WebinOne Form Submission (with Workflow/s, Autoresponder, Member area subscriptions…).
Perhaps these actions can also be renamed to “Create/Update CRM Case”?

  • Extensions
  • Member Area