With Zapier, you can use MC Professional's API to integrate web applications and automate workflows. This article describes the triggers and actions available in MC Professional.
On this page
Overview
To create an integration using Zapier, you customize two events:
- Trigger: Watches for new or updated information and initiates an action in another application. In MC Professional, you can set up a trigger that starts a Zap when you create or cancel an event registration, when a new member applies through a membership form, and when an invoice is created, paid, partially paid, refunded, or voided.
- Action: Pushes new or updated data into another application. You can push a new event registrant's data from MC Professional into a spreadsheet or other application, or push data from a third-party application to create new continuing education credits in your MC Professional database. Available actions depend on the application.
To set up the integration, see Zapier: Building an integration. To troubleshoot any issues, contact Zapier support.
Triggers available in MC Professional
The following triggers are available:
- Form registrant created: Triggers when a new registrant is created through a form.
- Form registrant cancelled: Triggers when a registrant's status updates to cancelled.
- New member join from membership form: Triggers when a user joins through a membership form.
- Invoice created: Triggers when a new invoice is created, by either an administrator or the member.
- Invoice paid: Triggers when an invoice is fully paid.
- Invoice partial payment created: Triggers when a partial payment is made on an invoice.
- Invoice voided: Triggers when an invoice is voided.
- Invoice refunded: Triggers when an invoice is refunded in MC Professional.
Event triggers
Set up event triggers in MC Professional to push event registrant data to another application, such as Zoom. You can create a Zap that triggers when an event is created or cancelled.
Event registrant created
When a member registers through the event section of a form, you can send the registrant's submission data to another application.
You can map all attributes and form fields included on your form—registrant name, selection sets, date fields, and so on.
The following form fields are available to map to another application:
- Date Registered: The date the form-taker registered for the event.
- Submission ID: The ID tied to the form submission number.
- Status: The member's status (for example, active, lapsed, or graced).
- Member Type: The registrant's member type in MC Professional.
- Registered By: The form-taker that registered the profile for the event.
- Discount Code: The discount code the form-taker used, if included on your form.
- User ID: A unique identifier assigned by MC Professional for each member profile.
- Amount Paid: The dollar amount paid for the event.
- Balance: The dollar amount the form-taker still owes for the event.
- id: The member's profile ID.
- sectionID: The event ID number, tied to the event section on the form.
- formID: The form's ID number (differs from the section ID).
Event registrant canceled
This trigger occurs when an administrator cancels an event registration. You can push the following field data into another application:
- registrantID: A unique identifier tied to the registration number.
- statusID: Displays 2, for canceled.
- sectionID: The event ID tied to the event section on the form.
Membership triggers
Set up a membership trigger to push newly created member data into another application. You can create a Zap that triggers when a member joins your organization through a membership form.
New member join through membership form
This trigger occurs when a new member joins your organization through a membership form. You can push all built-in and custom attributes in a member's profile to another application.
Invoice triggers
Set up invoice triggers in MC Professional to map financial data to another application, such as QuickBooks. You can create a Zap that triggers when an invoice in MC Professional is created, paid, partially paid, refunded, or voided.
The following invoice fields are available to map to another application:
| Invoice field | Description |
|---|---|
| invoiceID | The unique ID of the invoice. When viewing the invoice in your MC Professional account, this is the number at the end of the URL in your browser. |
| invoiceNumber | The unique Invoice# located on the invoice. |
| userID | The ID unique to the member profile associated with the invoice, located in the member's profile. |
| First and Last Name | The member's first and last name listed on the invoice, pulled directly from their profile in MC Professional. |
| saleTransactions | A list containing the following fields: Description: The description of the line item, if included on your form. amount: The dollar amount of the line item. amountPaid: The dollar amount paid toward the line item, if included on the form. balance: The dollar amount currently owed toward the line item. revenueAccountName: The name of the revenue account associated with the invoice. quickBooksClass: The name entered in the QuickBooks Class field, if included in the revenue account. transactionType: The type of transaction made toward the line item (Sale, Payment, Refund, Settlement, Declined, Discount, ReversalSale, ReversalPayment, ReversalDiscount, or ReversalRefund). This list repeats for each line item on the invoice. |
| paymentTransactions | A list containing the following fields: amount: Total amount paid toward the invoice. paymentDate: The date payment was made toward the invoice. PaymentType: The type of payment made (NoPayment, CreditCard, Eft, Check, Cash, WireTransfer, Other, Credit, CreditCardRefund, or OfflineRefund). paymentMethod: If paid online through your payment processor, this displays the processor name, the card type (for example, Visa or Mastercard), and the last four digits of the card number. This set of fields repeats for each payment made toward the invoice. |
| status | The status of the invoice (Open, Pending, Paid, Void, or Partial). |
| dueDate | If set up in your invoice template, the date the invoice is due for payment. |
| paidDate | The date payment was made on the invoice. |
| totalAmount | The total dollar amount of the invoice. |
| amountDue | The total dollar amount owed toward the invoice. |
| createdDate | The date the invoice was created in MC Professional. |
| invoiceType | Whether the invoice was created as an invoice or a credit memo. |
Actions available in MC Professional
You can push data from another application to create new continuing education credits in MC Professional.
Create continuing education credit
Map continuing education credits to a member's profile from another application by including the profile ID as a unique identifier. This ID must match the member's profile ID in your MC Professional database for accurate mapping.
The following screenshot shows the fields you can map from another application to a member profile in your MC Professional database.
Find profile
Use the find profile action in Zapier to search for a member's profile in your MC Professional database using the profile ID as a unique identifier. While the profile ID is required for accurate matching, you can also include optional filters such as built-in or system attributes. This action returns a count of matched profiles along with detailed profile information—built-in, system, and custom attributes, plus any profile notes.
The following screenshot shows the fields you can map from another application to a member profile in your MC Professional database.
If there's a trigger or action you'd like included in MC Professional and Zapier, you can submit a feature request.