Background on Zapier
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Fully Automating New Member Information
Step 1: Connect to Zapier
Under "People", navigate to "Members" > "Invite Members".
Click "Connect to Zapier".
Sign Into Zapier or Create a New Account.
Step 2: Create a Zap
Click "Create".
Click "Zaps".
Type this Text Word for Word.
"When a new member is uploaded in IntrosAI, reflect the change in Google Sheets"
Click the "+" for Both Suggested Actions.
The Two Actions Will Appear on the Main Dashboard.
Choose an Account (Your IntrosAI Account)
Choose Your Club
Test the Trigger
Add a New Action
Change to "Google Sheets"
Click "Lookup Spreadsheet Row"
Add in Your Drive, Spreadsheet, & Worksheet Values
Add "Email" for Lookup Column and Lookup Value
Click "Create Google Sheets Spreadsheet Row if it doesn't exist yet"
Test the Step
Click "Create Spreadsheet Row"
Connect Your Google Sheets Account
Fill in Drive, Spreadsheet, & Worksheet
Step 3: Check to See if it Works
Open Your Google Sheets Worksheet
Create a Test User.
We Tried "Strawberry Jam" and Now Will Do "Whipped Cream".
Preview Matching Form
Enter Email
Enter First and Last Name
Submit Rest of Information & Check Google Sheets
In <20 seconds, "Whipped Cream" appeared. If you want to do this for multiple members, click here to learn how to upload using CSV.
Recap
You've learned how to connect to Zapier, create a Zap that automatically fills in your member's information after they fill out their matching form on IntrosAI, and have checked the tasty results.