Zapier: Building an integration

On this page

• Overview
• Part 1: Authorize Zapier in your MC Professional account
• Part 2: To connect to your MC Professional account in Zapier
• To set up a trigger in MC Professional
• To set up an action

Overview

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 then initiates an action in another application. 

To troubleshoot any issues with your integration, please reach out to Zapier support. You can also view our help article for more information on which triggers and actions are available in MC professional.

You can search for all possible integrations on Zapier's website.

Part 1: Authorize Zapier in your MC Professional account

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

To authorize Zapier to access your MC Professional account, follow these steps:
1. In your MC Professional account, navigate to Settings > Account settings > API Management.

2. On the API Management page, click CREATE API CLIENT. Name your new API client, then click CREATE API CLIENT in the pop-up window.

3. On the API Client Settings screen, ensure that Authorization Code and Refresh Token are checked off.

4. Enter the Redirect URI and then click ADD URI. 

The Redirect URI must be entered as: https://zapier.com/dashboard/auth/oauth/return/McProfessionalCLIAPI/ 

5. Ensure that you click Save in the top-right corner of the page.

Take note of the Client ID and Client Secret on this page. You must enter these credentials in Zapier to connect with your MC Professional account. For more information, see API management.

Part 2: To connect to your MC Professional account in Zapier

1. Create a Zapier account.

2. Log in to your Zapier account, then click Create > then click Zaps.

3. Click on the Trigger step.

4. Use the search tool to find MC Professional.

5. Select a Trigger in the Event dropdown menu. This is an initiating event in your MC Professional account that starts an automation. The following triggers are available:

1. Form registrant created: Triggers when a new registrant is created through a form.
2. Form registrant cancelled: Triggers when the status of a registrant updates to cancelled.
3. New Member Join From Membership Form: Triggers when a user joins through a membership form.
4. Invoice Created: Triggers when a new invoice is created, either by and admin or a member.
5. Invoice Paid: Triggers when an invoice is fully paid.
6. Invoice Partial Payment Created: Triggers when a partial payment is made on an invoice.
7. Invoice Voided: Triggers when an invoice is voided.
8. Invoice Refunded: Triggers when an invoice is refunded in MC Professional.

6. Click the Sign in button 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. Click Yes, Continue to MC Professional when you're finished.

You can find this information in your MC Professional admin dashboard: Settings > Account Settings > API Management. 

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

To set 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 menu. If you've selected an invoice trigger, skip ahead to step 2.

The name of the event section may differ from the name of your form. To find out the name of your event section, navigate to Forms > Form List. Edit the form, then click Properties on the event section. In the Element Properties tab you can view the Event Name field.

2. Click the Test Trigger button to ensure your form or invoice fields export correctly.

3. In the Test window, if you've selected an event or membership trigger, Zapier will select up to the 3 most recent registrants, that have not appeared previously in this list. You can select a registrant on the left hand column. On the right hand column, you can view the registration information. If your form fields look correct, click Continue with selected record.

If you've selected an invoice trigger, this list will display up to the 3 most recent invoice records, that have not appeared previously in this list. The right hand column displays the invoice fields.

4. Next, you can set up an Action to integrate MC Professional with another application.

To set up an action

1. Click the Action button in your Zap.

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

3. In MC Professional, there is currently one action you can perform: Create Continuing Education Credit.

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

5. Click Test step to test your action. Or, click Skip test to continue to the next step.

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 profile id, member number, or username as a unique identifier. The unique identifier provided must match an attribute of the same name in MC Professional.

6. If your test was successful, or if you've skipped the test, click Publish. Your Zap is now live.

See the following article for instructions on integrating with GTR Events.