Automating Memberships on Your Notion Website with Zapier and Sotion Members API

Discover how to integrate and automate memberships on your Notion website using Zapier and the Sotion Members API.

Automating Memberships on Your Notion Website with Zapier and Sotion Members API
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notion-zapier-members-integration
Excerpt
Discover how to integrate and automate memberships on your Notion website using Zapier and the Sotion Members API.
In this step-by-step guide, you're going to learn how to integrate memberships on your Notion website using the Sotion Members API and Zapier. The process involves tying your membership sign-up form on your website, payment form, or CRM to your Sotion members list, thus automating the addition of new members.
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Step 1: Access your Sotion Dashboard

  • Choose one of the membership management options for your Sotion site:

Step 2: Review Your Members List

  • From your Sotion dashboard, click the "Members" option on the menu, you can review the registered members for your site.
  • At this point, member list would still be empty if you have not added any members before.

Step 3: Review Your Membership Capture Process

  • Next, head over to your website, or wherever your membership data is being collected.
  • For this guide, we are using a simple form that captures the member's name and email address.
  • The goal is to connect this form to your Sotion members list using a Zapier Zap.

Step 4: Start Your Zap

  • In your Zapier dashboard, create a new Zap that triggers when a new form submission is made.
  • Make sure the member email address is submitted to the trigger in your Zap.

Step 5: Get your Sotion API Webhooks

  • From your Sotion dashboard, click on the API menu to display a list of all the available API webhooks.
  • For this guide, we will be using the "Create Member" API endpoint.
View the full Sotion Members API
View the full Sotion Members API

Step 6: Connect the API to Zapier using a Webhook

  • Back in Zapier, add a step to your Zap and choose "Webhooks by Zapier".
  • In the “App & event” options on the right-hand side of the interface, select “Custom Request” as your event type.
  • Then, in the “Action” options, select "POST" as your HTTP method (as per the instructions on the Sotion dashboard under "Create Member" API).

Step 7: Configure Your Webhook

  • Next, copy the Create Member API URL from your Sotion dashboard, and paste it into the "URL" field in Zapier.
  • Toggle the "Data Pass-Through" option to "False."
  • In the "Data" field in Zapier, your need to send JSON data containing the member email address. Here is an example:
{
   "email": "name@email.com",
   "paid": false
}
  • You can insert the member email address from the available options that come from the trigger step in your Zap. Leave the "Paid" parameter on "False" by default.
  • Leave “Unflatten” set to “Yes”, and “Basic Auth” blank
  • Then, add a Header with the name "Content-Type" and a value of "application/json".

Step 8: Testing the Integration

  • With everything set up, it's time to test your integration.
  • From your Zap settings, click "Continue" and then "Test Step".
  • This will send a test registration to your Sotion website.
After this, go ahead and publish your Zap.

Conclusion

Congratulations! You've just automated the management of new memberships to your Sotion website. Now, when a new member signs up on your website, they will be sent to the Zap which will subsequently, via the webhook, add them to your Sotion membership list. It is an efficient way to keep your members' list updated and ensures a seamless and automated workflow.

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Bruce McLachlan

Written by

Bruce McLachlan

Meet Bruce, the founder behind Sotion, and explore his vision on enhancing Notion Pages. Get a glimpse of the journey and the future roadmap of Sotion.

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