Membership Updates Using Zapier

Zapier helps automate repetitive tasks by connecting applications through webhooks and APIs—no coding required. When paired with MyTime, Zapier can process data sent through MyTime webhooks and interact with partner APIs to automate membership-related updates. This article walks you through creating Zaps to automate membership updates.

Things to know:

• For franchise businesses:
  • Webhooks and partner APIs enabled on both the parent and child accounts. 
  • Learn more about webhooks, view here and partner APIs, here 
  • Using API Keys When Connecting MyTime to Zapier: The API key you choose depends on whether you’re creating Zap triggers or actions:
    • Triggers: Use the parent account API key to ensure Zapier detects events across all locations.
    • Actions (e.g., search, update, or delete records): 

    • Use the parent API key to apply actions across all locations, or

    • Use a child location API key if you want the action to apply only to that specific location.
• For details on how to connect your Zapier profile with MyTime, learn more here
  
• A Zap is an automated workflow that links your apps and services. Each Zap includes a trigger and one or more actions. Once activated, the Zap will carry out the action steps each time the trigger event happens.
• An action is what happens after the trigger—the "effect" that Zapier performs in response to the trigger. Once the trigger event occurs, the action is executed in another app                        

To create a new Zap for membership updates:

1. On the Zapier home page, you can create a new Zap by:
   • Clicking + Create → Zaps, which takes you directly to the Zap creation page.
     
   • Clicking Zaps in the left panel opens the “My Zaps” page where you can add a new Zap. 
     • Create a personal folder by clicking + Create a personal folder or the + next to My Zaps, entering a folder name, then clicking Done.                                                                                                                                                                           
     • Once done, choose any of the highlighted options on the screen to start creating a Zap.                                                                  
2. On the “Untitled Zap” page, click the dropdown at the top to name your Zap. 
3. Click 'Trigger' to add a trigger event.
   
4. Select 'MyTime' from the list of apps. 
    
5. The app will appear both in the trigger field and in the right-hand panel. 
6. Search for a trigger event in the Trigger Event dropdown.                                                                                                                      
7. In the Account section:
   • Click Change if your MyTime account is already logged in, or
   • Click 'Connect a new account', enter your MyTime login credentials, and click 'Yes'                    
   • Enter your MyTime login credentials. Click the 'Yes, Continue to MyTime' button to connect your MyTime account.                                                                                                      
8. Click Continue, then click Test Trigger. 
9. Zapier will pull sample data from your account. Select a record and click 'Continue with selected record.'
10. Zapier will now prompt you to select an app for your action.                                                                                                                                                                                                                    
11. Choose the application you want Zapier to interact with after the trigger.
    
12. In this example, select Google Sheets. It will appear in the action panel and the right-hand settings panel.
13. Choose an 'Action Event', then click Continue.
14. Configure Google Sheets by selecting the drive, spreadsheet, and worksheet you want to use. Note: The spreadsheet must contain headers so Zapier can map data correctly.
15. Enter the data tags you want Zapier to populate in each spreadsheet column based on your headers. 'Click Continue.'
16. Zapier will display the spreadsheet details. Click Test Step, or skip the test if preferred. 
17. Click Publish to activate the Zap.

Once the Zap is active, data will automatically transfer between MyTime and your connected applications without the need to maintain servers or write code.

In the example above, newly created clients in MyTime were automatically added to the Google Sheet linked to the Zap.                                                                                                    

For more information, contact us at support@mytime.com or (385) 233-6964.     

Related Articles: 

Connecting MyTime to Zapier

Creating Zaps in Zapier