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Zapier - Enrol Member to Google Sheets
Zapier - Enrol Member to Google Sheets

Add a row to Google Sheets when a member is enrolled.

Danny Allen avatar
Written by Danny Allen
Updated over 6 months ago

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)

, 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.

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