Zapier Integration: Event Registration, New Member Creation, and Space Assignment

Zapier is a great tool to link to your Gradual instance to automatically trigger the creation of a new member account and/or register an attendee for an event from an external source. You simply collect the necessary sign-up information from potential members from an app, form, or sheet and Zapier works to automatically create member accounts or event registrations in your community.

What You'll Need

You will need a Zapier account and an external form, sheet, page or app to collect the necessary fields (listed below) to build this integration.

You must collect the below information in the request webhook (external app like form, sheet, website, etc.) as these are required information fields at sign-up.

First name
Last name
Email
Company
Title

When you are ready to build the integration, reach out to the Gradual support team to get these necessary pieces on the Gradual end:

Invitation link to Gradual's Zapier app
- Gradual's app is not listed on Zapier's App Directory because it is a private app, so it can only be accessed by invite from Gradual.
API Key
Client ID number

Trigger Events

You can use any of the apps that are available on Zapier's App Directory as your trigger event. One of the useful apps to use is Webhooks by Zapier, which can catch hooks sent via Gradual's Outbound Webhooks integration.

Action Events from Gradual's Zapier App

Gradual's Zapier app offers three action events, and no trigger events are available at the moment. These action events are Event Registration, Create User, and Add User To Space.

Event Registration

By choosing Event Registration as your action event, an event registration for a user will be created for every trigger event.

Note: This action will create a member and register that member to an event. So there is no need to add a separate action for creating a member.

At the Configure tab, you will be required to map data or enter text for:

Event Slug
- This can be found in your event's General Info page in your dashboard (Dashboard > Events > <your event> > Event Setup > General Info)
  Or, if you know the direct link to your event page, your Event Slug would be the string that comes after the last slash (/). For example, in the URL <https://test.gradual.us/public/events/a-livestream-test-2023-06-28>, the slug is a-livestream-test-2023-06-28.
Email
First Name
Last Name
Job Title
Company

And optionally, if there are multiple tickets for this event, you can map data or enter text for Ticket Option ID.

Create User

By choosing Create User as your action event, a new community member will be created for each trigger event.

At the Configure tab, you will be required to map data or enter text for:

Email
First Name
Last Name
Company
Title/Position

And optionally, you may choose to map data or enter text for LinkedIn Profile URL.

Add User To Space

By choosing Add User To Space as your action event, a community member will be assigned to a space for every trigger event.

Note: This action requires a preexisting community member and a preexisting space.

At the Configure tab, you will be required to map data or enter text for User Email and Space Name. This action will not create a community member or a space, so you will want to make sure that you have already created a community member and a space for use in this action.

Video Guide: Setting up an event registration Zap

If you experience issues in setting up the zaps, please reference Zapier's support center and then reach out to the Gradual support team.