Insightly + MemberPress
Create new Insightly records whenever new MemberPress members sign up
When a new member signs up via MemberPress, this workflow will immediately create a record for them in Insightly. This streamlined process ensures you have a thorough and up-to-date record system, helping to improve organization and customer relationship management.
When a new member signs up via MemberPress, this workflow will immediately create a record for them in Insightly. This streamlined process ensures you have a thorough and up-to-date record system, helping to improve organization and customer relationship management.
- When this happens...Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
- automatically do this!Create Record
Creates a Record
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Course Completed
Triggers when a course is completed in MemberPress.
Try ItMember Deleted
Triggers when a member is deleted from the system.
Try ItQuiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Try ItSubscription Expired
Triggers when a subscription expires.
Try It
Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
Try ItMember Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Try ItSubscription Created
Triggers when a subscription is created.
Try ItSubscription Stopped
Triggers when a subscription is canceled.
Try It
