1.Captures new form response
Integrate Tally and form data tools to capture submitted usernames and identifying fields to route identity checks.
Assign member role from new verification form submission
Automatically monitor new verification form responses across Tally and Zapier Tables. Automatically assign the Member role in Discord and update membership status—when new form response lands, username matches, or verification completes—so you can grant access, activate accounts, and keep the membership table current without manual provisioning.
How this automation activates your member accounts
When new form responses come in, delays can block chat access and stall onboarding. This automation captures submissions, looks up membership records, assigns Discord roles, and updates the membership status—so your team can activate members quickly.
Tallyor swap with your favorite app
2.Finds matching membership record
Integrate Zapier Tables and data lookup tools to search your membership table by email to find the first matching record.
Zapier Tablesor swap with your favorite app
3.Filters for verified eligibility
Integrate Filter by Zapier and validation logic to continue only when a record exists and meets verification criteria to reduce errors.
Filter by Zapieror swap with your favorite app
4.Adds Member role to user
Integrate Discord and role management to look up the Discord user and add the configured Member role to activate access.
Discordor swap with your favorite app
5.Updates membership to Active
Integrate Zapier Tables and membership data tools to update status to Active, write handle fields, and clear pending flags to finalize provisioning.
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Explore all user provisioning automations
Accelerate account access with automated onboarding flows, access changes, and deprovisioning tasks
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.
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