How to connect Plumsail Documents + Paid Memberships Pro
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Process NameRequired
Try ItLevel Status
Leave this field empty to only trigger on 'active' membership levels. Choose what level statuses to trigger this event on. Supports multiple statuses.
Try ItNameRequired
The membership level name.
Description
The level description shown to members on the checkout page of your WordPress site.
Confirmation
The confirmation message included on the membership confirmation page and in the welcome email sent after checkout.
Initial Payment
The price of the membership level that should be billed immediately when checking out. Set this to 0 to make the level free.
Billing Amount
The price of the recurring amount for the membership level. If set, please ensure you fill out the Billing Amounts and Billing Period.
Cycle Number
Set the 'per' value of the Billing Amount. Set this to 1 to run once per cycle period, or 2 to run twice per cycle period set.
Cycle Period
Set the frequency of the Billing Amount.
Billing Limit
Set this option if you want to charge customers X times before stopping.
Trial Amount
Set the amount to a positive value if you would like to offer a trial.
Trial Limit
The number of recurring payments to apply the trial to. Set this to 1 to only apply it to the first recurring payment period.
Allow New Signups
Set this to "false" if you don't want to offer this level on the frontend of your site.
Expiration Number
The user will expire in "1" {{years}}
Expiration Period
The frequency of the expiration.
User Email
The email address of the WordPress account.
Membership Level IDRequired
The level ID you would like to assign to the user. Use "0" to cancel the user's membership level.
User ID (Optional)
[Only enter this value if really necessary]. The WordPress user ID of the member you would like to change. This takes preference over the user email field.
Create User
Would you like to create a new WordPress user account.
Process NameRequired
Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
Try ItUser Email
The User's Email address.
Membership Level IDRequired
The user's membership level ID you would like to cancel.
User ID (Optional)
[Only enter this value if really necessary]. The WordPress user ID of the member you would like to change. This takes preference over the user email field.
How Plumsail Documents + Paid Memberships Pro Integrations Work
- Step 1: Authenticate Plumsail Documents and Paid Memberships Pro.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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