Zapier Recipes

Prebuilt Zap ideas that combine MemberPass triggers with common downstream apps — revenue ops, audit, analytics, security.

Each recipe maps a MemberPass trigger (or search / action) to an action on another app. Swap the destination for whatever CRM / spreadsheet / messaging tool fits your stack.

Revenue ops

New subscriber → welcome email

Trigger: subscription.created on project X.
Action: Mailjet / Resend / Postmark → send a "Welcome" email using the subscriber's email field.

New subscriber → CRM upsert

Trigger: subscription.created.
Action: HubSpot / Pipedrive / Attio → create-or-update contact; tag with plan name + initial MRR.

Churn → Slack alert

Trigger: subscription.cancelled or subscription.expired.
Action: Slack → post in #churn-watch with subscriber handle, plan, and days-subscribed.

Failed payment → Slack + follow-up email

Trigger: payment.failed.
Action 1: Slack → post in #revenue-ops.
Action 2: Delay 12 hours, then run the find_subscription_by_id search. If the next retry hasn't cleared the state, fire a Mailjet reminder with a one-tap link to update the payment method.

Past due → automated drip

Trigger: subscription.past_due.
Action: Mailjet sequence — day 1 "payment failed", day 3 "reminder", day 7 "last chance".

Trial converting → personal nudge

Trigger: subscription.trial_converting (new in 1.1.0).
Action: Slack DM to the creator with a link to the subscriber's profile so they can intervene before the trial flips to paid.

Access codes

Access-code batch generated → Airtable export

Trigger: access_code.generated.
Action: Airtable → append a row with batch metadata (plan, count, expiry).

Access-code redeemed → Google Sheet log

Trigger: access_code.redeemed.
Action: Google Sheets → append a row with subscriber id, plan id, masked code, timestamp.

Gift campaign → generate + DM

Trigger: New row in an Airtable "Influencer List".
Action 1: bulk_generate_access_codes (1 code, export_type=file).
Action 2: get_deep_link with access_code=<code> to build a one-tap bot link.
Action 3: Slack DM / email the influencer with the link.

Team + audit

Member banned → Telegram ops chat

Trigger: member.banned.
Action: Telegram → send to an ops chat with reason + the ban-issuing admin's name.

Team role changed → audit trail

Trigger: team.member.role_changed (new in 1.1.0).
Action: Notion database → append an entry with old/new role, actor, timestamp.

Suspicious activity → auto-revoke token

Trigger: list_activity search on an hourly schedule, filter for actor_kind = 'mcp' entries touching high-value resources.
Action: If count exceeds your threshold, call revoke_token (new in 1.1.0) on the flagged token id and post the incident to Slack.

Billing — new in 1.1.0

Grace-period warning → creator heads-up

Trigger: billing.grace_period_warning.
Action: Email the account owner with a link to /settings/billing before the grace window elapses.

Account locked → ops escalation

Trigger: billing.account_locked.
Action 1: PagerDuty → incident.
Action 2: Slack → post in #oncall with the tier cycle and last successful payment date.

Tier upgraded → CRM annotation + welcome pack

Trigger: billing.tier_upgraded.
Action 1: HubSpot → update lifecycle stage to "paid".
Action 2: Loom or Notion → send the creator the tier-specific onboarding playbook.

Analytics & reporting — new in 1.1.0

Weekly revenue digest

Trigger: Schedule — every Monday 09:00.
Action 1: get_dashboard_metrics with period=7d.
Action 2: get_transaction_breakdown with dimension=payment_provider, period=7d.
Action 3: Email / Slack a digest combining both.

Plan performance → Google Sheet

Trigger: Schedule — daily.
Action 1: get_plan_performance for each active project.
Action 2: Google Sheets → append rows (one per plan) for the dashboard you hand to finance.

Month-end close → earnings statement

Trigger: Schedule — 1st of each month 06:00.
Action 1: get_earnings_report with granularity=day for the previous month.
Action 2: Generate a PDF via DocRaptor and email it to accounting@yourco.

Integrations hygiene

Onboarding checklist

Trigger: member.trial_joined.
Action 1: HubSpot → start "Trial onboarding" sequence.
Action 2: Delay 3 days.
Action 3: find_member_by_id to check status; if still trialing, send a reminder.

Test webhook endpoint on deploy

Trigger: GitHub Actions → new release published.
Action: test_webhook_endpoint (new in 1.1.0) against every active endpoint in your team. Post a summary in Slack.

Rotate webhook secret → secret manager

Trigger: Schedule — every 90 days.
Action 1: rotate_webhook_secret (new in 1.1.0) on the endpoint.
Action 2: Write the fresh secret into HashiCorp Vault / AWS Secrets Manager / 1Password.
Action 3: Slack → notify #platform that the rotation landed.

Where to start

Install the MemberPass Zapier app from the App Directory.
Mint a Zapier-specific token (ability set: webhook-endpoint:manage + read abilities for the triggers you plan to use).
Pick one recipe above and build it end-to-end; the rest follow the same pattern.

Zapier Recipes

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