Zapier: Triggers and actions

Overview

With Zapier, you can use MC Professional's API to integrate web applications and automate workflows. To create an integration using Zapier, there are two events to customize:

Trigger: This watches for new or updated information. A trigger initiates an action in another application. In MC Professional, you can set up a trigger that initiates a Zap when you create, or cancel an event registration, and when a new member applies through a membership application form. You can also set up a trigger when an invoice is created, paid, partially paid, refunded, or voided.
Action: This 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 applications. You can also push data from a third party application to create new continuing education credits in your MC Professional database. Available actions are dependent on the application.

To set up the integration between MC Professional and Zapier, you'll need to configure an API client in your MC Professional account. For information on building custom integrations in Zapier, view our article on Zapier: Building an integration. Continue reading for information on which triggers and actions are available in MC Professional.

To troubleshoot issues with your integration, please reach out to Zapier support.

Triggers available in MC Professional

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 the status of a registrant updates to cancelled.
New Member Join From Membership Form: Triggers when a new user joins your organization through a membership form.
Invoice Created: Triggers when a new invoice is created, either by 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

You can set up event triggers in MC Professional to push event registrant data to another application like GTR Events. 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. In Zapier, each Zap can only handle one event section. If you need to integrate event data for multiple events, you'll need to create a separate Zap for each one.

In Zapier, the events list displays the name of the event section, not the name of your form. If your form has more than one event section, it will display each section separately. You can search by Event Name or Event ID.

To find out the name of your event section in MC Professional, navigate to Forms > Form List. Hover your cursor over the form in your list, then click Edit. Click Properties on the event section, then view the Event Name field.

Archived and unpublished event forms display in Zapier.

You can map all attributes and form fields included on your form (e.g. registrant name, selection sets, date fields, etc.).

In Zapier, form fields are labeled based on their Export Name.

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: A member's status (e.g. active, lapsed, graced, etc.).
Member Type: The registrant's member type in MC Professional.
Registered By: The form-taker that registered the profile for the event.
Discount Code: If included on your form, the discount code the form-taker used.
User ID: A unique identifier assigned by the system (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 event 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

You can 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 located in a member's profile to another application.

Invoice triggers

You can set up invoice triggers in MC Professional to map financial data to another application like QuickBooks. You can create a Zap that triggers when an invoice in MC Professional is:

Created
Paid
Partially paid
Refunded, or
Voided

The following table displays which invoice fields you can map to another application and a description of each.

Invoice Fields	Description
invoiceID	The unique ID of the invoice. When viewing the invoice in your MC Professional account, this is the number located 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.
saleTransactions	This field displays as a list that contains 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 towards the line item, if included on the form. balance: the dollar amount currently owed towards the line item. revenueAccountName: The name of the revenue account associated with the invoice. quickBooksClass: Displays the name input into the QuickBooks Class field, if included in the revenue account in MC Professional. transactionType: The type of transaction made towards the line item. Possible values include: Sale, Payment, Refund, Settlement, Declined, Discount, ReversalSale, ReversalPayment, ReversalDiscount, ReversalRefund). This entire list will recur for each line item on the invoice.
paymentTransactions	This field displays as a list that contains the following fields: amount: Total amount paid towards the invoice. paymentDate: The date payment was made towards the invoice. PaymentType: The type of payment that was made. Possible values include: NoPayment, CreditCard, Eft, Check, Cash, WireTransfer, Other, Credit, CreditCardRefund, OfflineRefund. paymentMethod: If paid online through your payment processor this displays the name of the payment processor, the card type (e.g. Visa, Mastercard etc.), and the last four digits of the credit card number. This set of fields will recur for each payment made towards the invoice.
status	The status of the invoice. Possible values include: Open, Pending, Paid, Void, or Partial.
dueDate	If set up in your invoice template, this displays 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 towards the invoice.
createdDate	The date the invoice was created in MC Professional.
invoiceType	Displays whether the invoice was created as an invoice or credit memo.

Actions available in MC Professional

In MC professional you can push data from another application to create new continuing education credits in MC Professional.

Actions will fail in MC Professional if you do not provide a unique identifier that maps to the correct member profile in your MC Professional database. You can use the attribute profileID, Member Number, or Username as a unique identifier. The unique identifier provided must match an attribute of the same name in MC Professional.

Create continuing education credit

You can 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 to ensure accurate mapping.

The following screenshot displays which fields you can map from another application to a member profile in your MC Professional database.

If there's a trigger or action you would like included in MC Professional and Zapier, you can submit a feature request.

Articles in this section

On this page

Overview

Triggers available in MC Professional