MemberMouse offers a better way of integrating with Zapier using push notifications whenever key events happen on the system (e.g. member added, purchases, cancellations, payment failures, etc).
Simply select “Notify Zapier” when selecting what the notification should do under “Perform the following action…”.
Zapier is a tool for connecting different applications together and passing information between them. There are literally thousands of apps that are integrated with Zapier and since you can now easily send information via email through MemberMouse with push notifications, you can now easily connect it to Zapier via the Zapier Email Parser.
The Email Parser reads emails sent to it and picks out specific sections in them and then passes the details on to Zapier.
Step 1: Set up a Zapier Email Parser Account
1. Go to Email Parser by Zapier and you’ll be directed to login. If you do not have a general Zapier account, you'll first have to create a free account and then go to the Email Parser page, and click the ‘login' button.
2. Once you've created your account you're asked to create a mailbox. To continue, click the Create Mailbox button.
3. After you've created a mailbox you'll be sent to a screen where it gives you the email address of your new Zapier mailbox. This is the address you use to send emails to for it to parse. At this point, it will wait for the first email to be received so you can teach it how to interpret the emails you'll be sending.
You'll want to copy or make note of this email address. Then, keep this tab open while you move on to the next step.
Step 2: Create a Push Notification Email
1. In the MemberMouse menu, select Developer Tools and then click on the Push Notifications tab.
2. Click the Create Push Notification button.
3. This opens a popup where you can select which type of event you want to create a notification for. Select the event you want to use to trigger the push notification.
Based on the type of event you select there may be additional conditions you can set for when the push notification should be sent. For example, if you select the Member Added event, you can then indicate if you want the push notification to be triggered when members are added to all membership levels or a specific membership level.
4. Next you want to specify what should happen when the event occurs. In this case you'll select Notify Zapier.
5. Next you want to indicate where the email should be sent by filling in the Mailbox field. Make sure you include the email or Zapier mailbox address you just created in the zapper parser. You can select any employee email that you prefer for the “From” section. The important step is to make sure you've included the correct Zapier mailbox address. This will ensure that the email is sent to the specific Zapier mailbox you created earlier.
Note: MemberMouse will automatically send all data related to the selected event to Zapier. If you'd like to append additional information to the data already being sent, enter it in the “Additional Information” field below the “From” section.
6. Click the Save Push Notification button.
Step 3: Teach the Zapier Email Parser to Interpret your Email
1. Now you have to teach the Zapier Email Parser about the format of your email so that it can feed the data through to Zapier and from there into any application you want to integrate with.
To do this you'll need to send a test email. The easiest way to do this is to click the beaker icon next to the push notification you just set up which will trigger the push notification and send an email with test data.
You could also just run a real world test where you go through the steps on your site that would result in the push notification being triggered naturally. For example, if you set up a push notification based on the Member Added event, you would go through the sign up process on your site to sign up a new member.
2. Once you've sent the first email to the email parser, head back to the window where you set up the email parser mailbox and wait until it detects the email and takes you to a screen where you can teach it how to interpret the email.
What you do is highlight different elements of the email and tell the parser what’s in that section by giving it a field name which you’ll refer to later in Zapier.
3. When you’ve specified all the key fields, click on Save Address and Template and you’re good to go.
Step 4: Create Your Zap
Now that you have setup a push notification triggered by a specific event to send an email to the Zapier Email Parser and trained the parser to identify specific data in the email template, you can now create a Zap and connect MemberMouse to any of the thousands of apps integrated with Zapier.
1. Log into your account on Zapier.com and click the Create Zap button.
2. First you'll be taken to a screen where you'll specify your ‘Trigger'. Type Email Parser into the search box and select Email Parser by Zapier from the list.
3. Next, select New Email as the trigger and Continue.
4. Now you'll be prompted to connect to the account you created on Email Parser by Zapier. Just click the Connect a New Account button and follow the instructions to authorize your account. Once you've connected your account, select it from the list (if you have more than one account) and click Continue.
5. After that you'll need to specify the specific mailbox to use a trigger. If you click into the text input field this will pull back a list of available mailboxes on your email parser account. Select the appropriate mailbox and click Continue.
6. Then you'll be asked to Test Trigger. Click this. If you've followed all the steps up until this point this will be a message that says “This email was found”. If this is the case, click the Continue button to continue. If you don't see the success message then follow the instructions on screen to resolve any issues.
7. At this point you're now ready to choose the “Action App” that should be integrated with as a result of the trigger that was just set up. Read this article on Zapier.com to learn more about setting up your Zap action.