Salesforce + MemberPress + Google Sheets Integrations
How to connect Salesforce + MemberPress + Google Sheets
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, MemberPress, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Salesforce ObjectRequired
Pick which type of object you want to watch for changes on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ContactRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
LeadRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Creates a new lead in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to search for.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Pick which type of object you want to search for.
WHERE ClauseRequired
Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Course Completed
Triggers when a course is completed in MemberPress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Deleted
Triggers when a member is deleted from the system.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Expired
Triggers when a subscription expires.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Completed
Triggers when a transaction has completed on MemberPress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Refunded
Triggers when any transaction is refunded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The User's Email Address.
UsernameRequired
If you are using email addresses as the Username, then both username and email should be set to the same string.
First Name
The User's First Name.
Last Name
The User's Last Name.
Password
A plaintext password that will be hashed and stored with this user. If a member is created and a password is not provided then a random password will be automatically generated for the member on creation.
Transaction
Works only when creating a new Member. This is an array conforming to the documentation for the "Create Transaction" API route (except the "member" parameter will be ignored in favor of the id of the newly created member). This will create an initial transaction for the member to add them to a specific membership.
Send Welcome Email
Works only when creating a new Member and if a transaction has been specified. When set to true this will trigger a welcome email to send to the new member. If the user has already received a welcome email, and the membership this transaction is for does not have its own welcome email configured, then no email will be sent.
Send Password Email
When set to true this will trigger a standard WordPress password recovery email to be sent to the new member.
Address 1
The address street line 1 of the user.
Address 2
The address street line 2 of the user.
City
The address city of the user.
State
The address state of the user.
Zip
The address zip code of the user.
Country
The address country code of the user.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
The Member's WordPress User ID.
MembershipRequired
The Membership ID associated with this Transaction.
Transaction Number
The unique Transaction Number.
Amount
The base price for the Transaction (not including tax)
Total
The total price for this Transaction (including tax)
Tax Amount
Use this to manually set the tax amount for this Transaction
Tax Rate
Use this to manually set the tax rate for this Transaction. Can use up to 3 decimal places.
Tax Description
A brief description of the tax applied. Example: UK VAT (20%)
Coupon
The Coupon ID associated with this Transaction.
Status
The status of this Transaction. Can be "pending", "complete", "failed", or "refunded". Must be set to "complete" for the member to be considered active on the Membership.
Response
A place where you can store Payment Gateway POST or GET responses for later reference.
Gateway
The Payment Gateway to use for this Transaction.
Subscription
The ID of the Recurring Subscription CPT associated with this Transaction.
Created At
The date the Transaction was created. This should be in a MySQL datetime format. All dates stored in the database should be in UTC timezone.
Expires At
The date the Transaction will expire on. This should be in a MySQL datetime format. All dates stored in the database should be in UTC timezone. Note: Leave at default to create a Transaction that last's a lifetime (aka never expires).
Send Welcome Email
When set to true this will trigger a welcome email to send to the new member. If the user has already received a welcome email, and the membership this transaction is for does not have its own welcome email configured, then no email will be sent.
Send Receipt Email
When set to true this will trigger a transaction receipt email to be sent.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
The ID of the subscription to delete in MemberPress.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
The ID of the member to update in MemberPress.
EmailRequired
The User's Email Address.
UsernameRequired
The username for this User. If you're using email addresses as the Username, then both username and email should be set to the same string.
First Name
The User's First Name.
Last Name
The User's Last Name.
Send Password Email
When selected, the member being updated will receive an email allowing them to set their password.
Address 1
The address street line 1 of the user.
Address 2
The address street line 2 of the user.
City
The address city of the user.
State
The address state of the user.
Zip
The address zip code of the user.
Country
The address country code of the user.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
The ID of the transaction to update in MemberPress.
MemberRequired
The Member's WordPress User ID.
MembershipRequired
The Membership ID associated with this Transaction.
Transaction Number
The unique Transaction Number.
Amount
The base price for the Transaction (not including tax)
Total
The total price for this Transaction (including tax)
Tax Amount
Use this to manually set the tax amount for this Transaction
Tax Rate
Use this to manually set the tax rate for this Transaction. Can use up to 3 decimal places.
Tax Description
A brief description of the tax applied. Example: UK VAT (20%)
Coupon
The Coupon ID associated with this Transaction.
Status
The status of this Transaction. Can be "pending", "complete", "failed", or "refunded". Must be set to "complete" for the member to be considered active on the Membership.
Response
A place where you can store Payment Gateway POST or GET responses for later reference.
Gateway
The Payment Gateway to use for this Transaction.
Subscription
The ID of the Recurring Subscription CPT associated with this Transaction.
Created At
The date the Transaction was created. This should be in a MySQL datetime format. All dates stored in the database should be in UTC timezone.
Expires At
The date the Transaction will expire on. This should be in a MySQL datetime format. All dates stored in the database should be in UTC timezone. Note: Leave at default to create a Transaction that last's a lifetime (aka never expires).
Send Welcome Email
When set to true this will trigger a welcome email to send to the new member. If the user has already received a welcome email, and the membership this transaction is for does not have its own welcome email configured, then no email will be sent.
Send Receipt Email
When set to true this will trigger a transaction receipt email to be sent.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription NumberRequired
The subscription number of the subscription to be retrieved in MemberPress.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to LinkRequired
FileRequired
The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
VisibilityRequired
Specifies whether this file is available to all users, internal users, or shared users.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Description
Is Private
Defaults to false if left blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
Search Results
Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Search ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLesson Completed
Triggers when a lesson is completed on a MemberPress course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Created
Triggers when a subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Stopped
Triggers when a subscription is canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Expired
Triggers when any transaction expires.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Valid MembershipsRequired
You can set an array of membership ids here that the coupon will apply to.
Should Expire
Set this to true if you want the coupon to expire sometime in the future.
Should Start
Set this to true if you want the coupon to start sometime in the future.
Expires On (required if 'Should Expire' is true)
Set this to the unix timestamp of when you'd like the coupon to expire.
Starts On (required if 'Should Start' is true)
Set this to the unix timestamp of when you'd like the coupon to start.
Coupon Code
This is the coupon code to be associated with the coupon. This should be a unique code with no spaces or special characters other than '-'. If spaces are present the value will be accepted but MemberPress will replace them with dashes. Also, if this value is left blank, MemberPress will automatically generate a unique code for this coupon.
Description
This is the coupon description. This field can be used to add notes to the coupon so the admin can have an idea of what this coupon offers.
Use On Upgrades
If this is enabled, this coupon may be used on Subscription Upgrades within an upgrade path Group.
Usage Amount
Set this to a number greater than zero if you want to limit the number of times the coupon can be used.
Discount Type
This will alter the way MemberPress interprets the 'discount_amount' to either be a percentage or fixed amount.
Discount Amount
The amount of the discount. Depending on what 'discount_type' is set to, this can either be a fixed amount or a percentage.
Discount Mode
Set the discount type. Can be set to standard, trial-override, or first-payment. If set to standard, the discount will apply to all payments for the life of the subscription. If set to first-payment, the discount will apply only to the first payment in an automatically recurring subscription -- this is accomplished by overriding the trial period on the membership. If set to trial-override, it will also override the trial period on recurring membership subscriptions.
First Payment Discount Type
This value is ignored if the discount_mode is anything other than "first-payment". This will alter the way MemberPress interprets the "first_payment_discount_amount" to either be a percentage or fixed amount. Only applies to recurring subscriptions.
First Payment Discount Amount
This value is ignored if the discount_mode is anything other than "first-payment". The amount of the discount for the first payment of a recurring subscription. Depending on what 'discount_type' is set to, this can either be a fixed amount or a percentage.
Trial Days
Set the number of trial days. Only used for recurring subscriptions and if discount_mode is set to trial-override.
Trial Amount
Set the amount of the trial period. Only used for recurring subscriptions and if discount_mode is set to trial-override.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
The Member's WordPress User ID.
MembershipRequired
The ID of the Membership this Subscription is for.
StatusRequired
The Subscription's current billing status. This can be set to "active", "cancelled", "suspended", or "pending"
Created AtRequired
The date the Subscription was created. This should be in a MySQL datetime format or PHP's date('c') format. All dates stored in the database should be in UTC timezone.
Subscription ID
The Recurring Subscription Number. In order for recurring billings to be tracked, this should be the exact Subsription Number generated by the Payment Gateway for this Subscription.
Response
A place where you can store Payment Gateway POST or GET responses for later reference.
Gateway
The Payment Gateway to use for this Subscription.
Coupon
The ID of the Coupon used on this Subscription.
Price
The Subscription Sub-Total Amount.
Tax Amount
The Subscription Tax Amount.
Tax Rate
The Subscription Tax Rate. Up to 3 decimal points allowed.
Tax Description
A brief description of the tax applied. Example: UK VAT (20%)
Period
The Period for the Subscription billing cycles. See Memberships documentation for more info.
Period Type
The billing period type. See Memberships documentation for more info.
Limit Cycles
Whether or not to limit the billing cycles for recurring membership payments. If set to true, MemberPress will cancel the recurring payments after the limit_cycles_num amount has been reached.
Limit Cycles Num
If limit_cycles is true, then this number is used to determine how many recurring billings should happen before MemberPress automatically cancels the Subscription. If set to 1, the Subscription will be cancelled immediately after the first payment has come through, however the member will maintain access until their Transaction has expired.
Limit Cycles Action
If limit_cycles is enabled, then this will determine the Member's access after their Subscription has reached its limit_cycles_num limit and has been cancelled. If set to "expire" then the Member will lose access after their last Transaction expires. If set to "lifetime", the Member will be granted lifetime access.
Trial
Whether or not there is a trial period on this Subscription. Trial periods ONLY work on auto-recurring payments.
Trial Days
How many days the trial period should last before the regular billing cycles begin.
Trial Amount
If a trial period is enabled, this specifies how much the user paid for the trial period.
Total
The Subscription's Total Amount (including taxes).
CC Last 4
The last four digits of the Member's Credit Card associated with this Recurring Subscription.
CC Exp Month
The Month (0-12) which the Credit Card expires.
CC Exp Year
The 4 digit Year which the Credit Card expires.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Coupon IDRequired
The ID of the coupon to delete in MemberPress.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
The ID of the transaction to delete in MemberPress.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
The ID of the subscription to update in MemberPress.
MemberRequired
The Member's WordPress User ID.
MembershipRequired
The ID of the Membership this Subscription is for.
StatusRequired
The Subscription's current billing status. This can be set to "active", "cancelled", "suspended", or "pending"
Created AtRequired
The date the Subscription was created. This should be in a MySQL datetime format or PHP's date('c') format. All dates stored in the database should be in UTC timezone.
Subscription ID
The Recurring Subscription Number. In order for recurring billings to be tracked, this should be the exact Subsription Number generated by the Payment Gateway for this Subscription.
Response
A place where you can store Payment Gateway POST or GET responses for later reference.
Gateway
The Payment Gateway to use for this Subscription.
Coupon
The ID of the Coupon used on this Subscription.
Price
The Subscription Sub-Total Amount.
Tax Amount
The Subscription Tax Amount.
Tax Rate
The Subscription Tax Rate. Up to 3 decimal points allowed.
Tax Description
A brief description of the tax applied. Example: UK VAT (20%)
Period
The Period for the Subscription billing cycles. See Memberships documentation for more info.
Period Type
The billing period type. See Memberships documentation for more info.
Limit Cycles
Whether or not to limit the billing cycles for recurring membership payments. If set to true, MemberPress will cancel the recurring payments after the limit_cycles_num amount has been reached.
Limit Cycles Num
If limit_cycles is true, then this number is used to determine how many recurring billings should happen before MemberPress automatically cancels the Subscription. If set to 1, the Subscription will be cancelled immediately after the first payment has come through, however the member will maintain access until their Transaction has expired.
Limit Cycles Action
If limit_cycles is enabled, then this will determine the Member's access after their Subscription has reached its limit_cycles_num limit and has been cancelled. If set to "expire" then the Member will lose access after their last Transaction expires. If set to "lifetime", the Member will be granted lifetime access.
Trial
Whether or not there is a trial period on this Subscription. Trial periods ONLY work on auto-recurring payments.
Trial Days
How many days the trial period should last before the regular billing cycles begin.
Trial Amount
If a trial period is enabled, this specifies how much the user paid for the trial period.
Total
The Subscription's Total Amount (including taxes).
CC Last 4
The last four digits of the Member's Credit Card associated with this Recurring Subscription.
CC Exp Month
The Month (0-12) which the Credit Card expires.
CC Exp Year
The 4 digit Year which the Credit Card expires.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Member's email address.
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction NumberRequired
The transaction number of the transaction to be retrieved in MemberPress.
ActionThis is an event a Zap performs.SearchFind existing data in your appNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Salesforce + MemberPress + Google Sheets Integrations Work
- Step 1: Authenticate Salesforce, MemberPress, and Google Sheets.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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