This article will show you how to automatically add a new Google Sheets row when a member is enrolled.
Pre-requisites
A PassKit account with a program and tier set up.
A Zapier account
A Google Sheets spreadsheet with column headings matching the member data you wish to record. (See example below)
Navigate to the Zapier integration page for your Program
, log into Zapier and then follow the steps below.
Step 1 - Click on Create New Zap
Step 2 - Set up the trigger
Click on "Trigger" then search for and select PassKit Membership
Step 3 - Choose the Trigger Event
Select the event that will trigger the Zap, for this we need to use "New Enrolment" and click Continue.
Step 4 - Select the PassKit account you wish to use.
Select your PassKit account, and log in if prompted.
Click 'Continue' when finished
Step 5 - Select the Program you are enrolling members to
Click 'Continue' when finished
Step 6 - Test the trigger
Click on 'Test Trigger'. This will retrieve the latest enrolled member from your program.
Ensure you have enrolled at least one member before testing the trigger.
Click on 'Continue with selected record'
Step 7 - Set up the Action
The action refers to what happens when the Zap is triggered.
Search for and select Google Sheets
Step 8 - Select the Action event
Select 'Create Spreadsheet Row' and click continue
Step 9 - Select your Google account
Choose the Google account and log in if prompted, click 'Continue' when done.
Step 10 - Map the fields
Mapping the fields tells Zapier which columns in the spreadsheet go with which fields on the card design.
Select the Google Drive to be used
Select the name of the Spreadsheet to be used
Select the name of the worksheet to be used
Then map the fields accordingly.
Click 'Continue' when done.
This is an example of the spreadsheet I am using.
Step 11 - Test the Action step
Click on "Test Step" to test the action.
If successful the member data will show in your spreadsheet.
Step 12 - Publish your Zap
Add a name for your Zap and click Publish.
That's the setup complete.