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Zapier Integration

Event Registration, New Member Creation, and Space Assignment via Gradual's Zapier app

Updated over 3 weeks ago

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

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. Click here to access the invitation link to Gradual's Zapier app.

When you are ready to build the integration, reach out to the Gradual support team to get the following necessary information:

  1. API Key

  2. 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.

Register a User for an Event

By choosing Register a User for an Event 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 a User

By choosing Create a 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, as well as add a URL for a profile picture.

Add a User to Spaces

By choosing Add a User to Spaces 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 Spaces. 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.

Overwrite Space Assignments

By choosing Overwrite Space Assignments as your action event, you can overwrite the current space assignment of a user. If you want to remove all spaces assigned to a user, this is the action you'd want to use.

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. Enter or map spaces that you'd want to assign that user to. Leaving the field Spaces blank will remove all space assigned to a given user.

Add a New Video Content

By choosing Add a New Video Content as your action event, you can add a new video, which is one type of Content (among Videos, Blogs, Resources, and External Content).

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

  • Title

    • Max length: 300.

  • Video URL

  • Poster URL

    • The image should be publicly reachable, with the 16:9 image ratio.

  • Video duration

    • Format: HH:MM:SS. For example, enter 02:10:11 if the video is 2 hours, 10 minutes, and 11 seconds long.

Optionally, you can map data or enter text for:

  • Creator Email

    • The email address of the community member that you would like to designate as the video creator (shown under "Created by" in the dashboard).

  • Tags

    • If multiple, separated by ";".

  • Collection

    • The name of Collection if you want to add the video to a Collection.

  • Video Summary

  • Video Transcript

You can also set Publish to true if you want to publish the video upon creation.

Edit a User Profile

By choosing Edit a User Profile as your action event, your can make edits to the profile of a user.

At the Configure tab, you will be required to map data or enter text for User Email. The rest of the fields are optional. For Member Type, type one among Standard, Guest, and Limited Approval. For Approval Status, type one among Unapproved, Approved, and Pending.

Importantly, you will be able to update the answers to all Public Questions and Private Questions in the Onboarding Form, which can be configured in your dashboard. For example, "Good?" and "City" are part of the questions in the Onboarding Form, as can be seen in the screenshot below.

Create a Contribution Log

By choosing Create a Contribution Log as an action, you will be able to add a contribution log to your dashboard.

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

  • Contribution Name

    • The name of contribution, either from preset contributions or custom contributions. Case-sensitive.

  • User Email

    • The email address of a user you want to connect this contribution to.

  • Time of Contribution

    • Format: ISO 8601. Enter the UTC time when this contribution occurred. For example, 2025-03-01T01:00:00.000Z.

The rest of the fields are optional. For Contribution Count, you can enter the number of times this contribution occurred.

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.

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