Requirements:
A Zapier Account - some zaps may require premium apps which require a paid subscription to Zapier
A PassKit Account
Log in details for the platform/app you are integrating with
To begin with navigate to the Zapier integration page within PassKit
First click on the project you wish to integrate with Zapier
Next click on Settings at the top of the page from the toolbar
Then select integrations from the options provided, depending on the project the integrations may vary but Zapier will be listed, click Zapier to continue
If you haven't already integrated with Zapier you will need to log in, you should see a screen similar to below after logging
There are pre-configured zap templates available for integrating with Stripe or WooCommerce. You can click on these templates to automatically set up the integration. Simply fill in the details of your loyalty/membership program and member information. If needed, add a filter step to verify subscription orders. For further guidance, refer to our help article on using pre-built zap templates here.
Click create Zap and select the payment software as well as the trigger you would like to use
Add a filter step to check if the new order is the purchase of a membership
Lastly add the enrol member action
Click on the action step and select "PassKit Membership"
Log in to your PassKit Account
Select the program and tier the member should be enrolled in.
Map the fields you would like to be on the pass from the trigger step
Test the step to make sure it works
Congratulations! You've now successfully set up your zap, allowing you to issue a membership card after taking payment.