1.Monitor new sale purchase
Integrate FanBasis and purchase data to detect a qualifying annual purchase and start entitlement processing.
Extend annual membership and update marketing contact record
Automatically monitor new FanBasis sales across membership and CRM tools. Create and update when annual purchase completed, qualifying product title matched, or purchaser membership foundβso you can extend entitlements, refresh contact records, and tag annual buyers without manual follow-up.
How this automation extends your annual memberships
When qualifying annual purchases arrive, delays can stall onboarding and create manual entitlement work. This automation filters qualifying sales, looks up active plan identifiers and memberships, and updates your marketing contacts and tagsβso your team can onboard faster.
FanBasisor swap with your favorite app
2.Continue only for matching product
Integrate Filter by Zapier and sale metadata to continue only for the configured product and pass qualifying records forward.
Filter by Zapieror swap with your favorite app
3.Lookup active plan IDs
Integrate Zapier Tables and table lookups to retrieve active plan identifiers for the purchaser and entitlement.
Zapier Tablesor swap with your favorite app
4.Find membership by purchaser
Integrate Webhooks by Zapier and membership APIs to find the membership record using purchaser email or phone.
Webhooks by Zapieror swap with your favorite app
5.Extend membership with default days
Integrate Webhooks by Zapier and membership update endpoints to extend membership by default free days.
6.Add or update contact with tag
Integrate LeadConnector and CRM contact fields to add or update the purchaser record and apply the annual buyer tag.
LeadConnectoror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Webhooks by Zapier, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add active and canceled memberships to tracker spreadsheet
Your subscription activations and cancellations arrive untracked, leaving member status and follow-up unclear. It adds member records to a shared tracker so your operations team can act same day.
- Apps: Recharge, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add active subscriptions to your onboarding customer sheet
Your new subscriptions aren't centralized, leaving billing and support without subscriber details. Centralize entries so teams can onboard subscribers and prepare invoices before the next billing run.
- Apps: Stripe, ShopifySwap with your favorite apps.
Add club active flag to customer profiles on subscription
Your new subscriptions aren't flagged in customer records, so member campaigns and fulfillment miss them. Update those profiles so campaign and shipping teams act on subscribers within minutes.
- Apps: WooCommerce, Filter by Zapier, KitSwap with your favorite apps.
Add membership tags when monthly subscription becomes active
When a monthly subscription activates for your selected membership plan, members can miss onboarding and engagement context. Members are tagged for targeted onboarding and communications within minutes.
- Apps: Webhooks by Zapier, Delay by Zapier, Google Sheets, Filter by ZapierSwap with your favorite apps.
Add new membership signups to monthly and annual lists
Membership webhooks arrive without a central ledger, so coordinators miss billing and onboarding. New signups go to the right monthly or annual sheet, keeping billing and fulfillment on time.
- Apps: SamCart, Filter by Zapier, Membership.ioSwap with your favorite apps.
Add new members to course audience immediately upon purchase
Membership purchases arenβt always added to your course audience, forcing coordinators to grant access manually. Add buyers to the membership audience automatically so members get access and onboarding emails the same day.
- Apps: ClickFunnels, Code by Zapier, Google Sheets, Skool, StripeSwap with your favorite apps.
Add new member to community and membership list
Your new membership purchases sometimes miss a central invite or ledger entry, creating manual setup work. Members get invited and your sheet is updated within minutes.
- Apps: SamCart, Filter by Zapier, Delay by Zapier, Circle, ActiveCampaignSwap with your favorite apps.
Add new paying customers to community member list
Your paid course or program orders sometimes miss community access, leaving buyers unable to join and delaying onboarding. Add purchasers to your member community automatically so coordinators can onboard them same day.
- Apps: Stripe, Formatter by Zapier, Zapier Tables, Google SheetsSwap with your favorite apps.
Add new paying customers to marketing audience
Your new paying customers and signups aren't added to your marketing audience or tracking sheet, creating gaps in segmentation and onboarding. This adds subscribers and a sheet row so campaign managers can start welcome sequences the same day.
- Apps: Webhooks by Zapier, Code by Zapier, Zapier TablesSwap with your favorite apps.
Add or update membership records from invoice webhook
Your invoice webhooks arrive without member bookkeeping, causing manual lookups and delayed renewals. The workflow keeps member records current so coordinators and billing staff can act same day.
- Apps: Stripe, Filter by Zapier, WishList Member, Zapier Tables, GmailSwap with your favorite apps.
Add paid subscribers to membership and subscriber database
Your paid subscriptions aren't added to member lists, causing access gaps and shipping delays. It adds subscribers to your membership and central table so access and outreach occur same day.
- Apps: ThriveCart, Kit, Google SheetsSwap with your favorite apps.
Add rebill buyers to active member tags and sheet
Your membership rebill payments can leave subscriber tags and access lists out of sync, causing missed member emails and access delays. This keeps tags and the membership sheet updated so coordinators can restore access and email members same day.
- View all
Explore all subscription & membership management automations
Simplify recurring revenue operations with automated renewal tracking, access updates, and failed payment alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.