Zapier: Building an integration

With Zapier, you can use MC Professional's API to integrate web applications and automate workflows. This article describes how to create a Zap that sets up a trigger in your MC Professional account and then initiates an action in another application.

Overview

Integrate your MC Professional account with Zapier to automatically import event registration data, membership details, or financial information into other applications. With access to over 6,000 apps on Zapier, you can streamline a range of tasks. For example:

• Add new members from your MC Professional membership form to Mailchimp.
• Sync new MC Professional events with Zoom.
• Create expenses in QuickBooks Online from new invoices generated in your MC Professional account.

You can search for all possible integrations on Zapier's website. To troubleshoot any issues with your integration, contact Zapier support. For the triggers and actions available in MC Professional, see Zapier: Triggers and actions.

Part 1: Authorizing Zapier in your MC Professional account

You must be an authorized service administrator in your MC Professional account to access the API Management page.

1. Navigate to Settings > Account Settings > API Management.

   

2. Select Create API Client. Name your new API client, then select Create API Client in the pop-up window.

   

3. On the API Client Settings screen, make sure Authorization Code and Refresh Token are selected.

   

4. Enter the redirect URI, then select Add URI. The redirect URI must be entered as: https://zapier.com/dashboard/auth/oauth/return/McProfessionalCLIAPI/
5. Select Save in the top-right corner. Take note of the Client ID and Client Secret on this page—you'll enter these credentials in Zapier to connect your account. For more information, see API management.

Part 2: Connecting to your MC Professional account in Zapier

1. Create a Zapier account.
2. Log in to your Zapier account, then select Create > Zaps.

   

3. Select the Trigger step.

   

4. Use the search tool to find MC Professional.

   

5. Select a trigger in the Event dropdown. This is the initiating event in your MC Professional account that starts an automation. 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 admin or a 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.

   

6. Select Sign in to connect your MC Professional account.

   

7. In the pop-up window, enter the Client ID, Client Secret, and the URL of your MC Professional account, then select Yes, Continue to MC Professional. You can find this information in your MC Professional admin dashboard under Settings > Account Settings > API Management.

   

8. After you've connected your MC Professional account, select Continue.

   

Setting up a trigger in MC Professional

1. If you've selected an event or membership trigger, select the event section in the Form Event dropdown. If you've selected an invoice trigger, skip to step 2.

   

   Note: The name of the event section may differ from the name of your form. To find it, navigate to Forms > Form List, edit the form, and select Properties on the event section. The Event Name field appears in the Element Properties tab.

   

2. Select Test Trigger to make sure your form or invoice fields export correctly.

   

3. In the test window, if you selected an event or membership trigger, Zapier shows up to the three most recent registrants that haven't appeared previously in this list. Select a registrant in the left column to view their registration information on the right. If your form fields look correct, select Continue with selected record. If you selected an invoice trigger, the list shows up to the three most recent invoice records, with the invoice fields on the right.

   

4. Set up an action to integrate MC Professional with another application.

Setting up an action

1. Select the Action step in your Zap.

   

2. Use the search bar to find the application you want to integrate with. Each application has its own set of options and fields. To set up an action in your MC Professional account, search for MC Professional.

   

3. In MC Professional, one action is currently available: Create Continuing Education Credit.

   

4. Import continuing education credit data from another application into your MC Professional database. Use the text fields to map fields from the other application to your MC Professional fields.

   

5. Select Test step to test your action, or select Skip test to continue.
   Caution: Actions fail in MC Professional if you don't provide a unique identifier that maps to the correct member profile. Use the profile id, member number, or username attribute as the unique identifier. It must match an attribute of the same name in MC Professional.

   

6. If your test succeeded, or if you skipped the test, select Publish. Your Zap is now live.