Skip to main content

Configure Zapier for Payments

​ If, for some reason you’re not able to sell membership through our Shop feature but you still want to charge for access to your Community, you can do so using a separate payment gateway that you set up and manage externally from your Community. ​

What are Automated Roles?​

​ Graphy Community Platform is built on a role-based architecture. All permissions, access grants, and revocations occur through community roles. You can learn more about it here. ​ Automated roles involve automating the assignment of community roles based on certain triggers and actions. This document will explain how role assignment is handled through Zapier. ​ We also recommend creating a separate role that includes permissions to access any group or category you wish to manage access for. ​

What is Zapier, and what does it do?​

​ Zapier enables you to connect and automate tasks between your community and other 3rd party applications. We've initiated this approach with the basic Graphy Community Platform to Your Payment Gateway Integration. This integration is available on The Pro Plan and above. ​ To use this, Zapier requires setting up Zaps, or workflows that specify what should happen and when. ​ Zapier offers both free and paid plans, and using this integration requires setting up a Zapier account. ​ Going forward, more use case integrations will be possible. ​

How does the Zapier integration work?​

​ Although Zapier can automate hundreds of actions for your community, we're currently focusing on payment processing. ​ To begin: ​

  1. Set up a Zapier account if you haven't already.
  2. If you're new to Zapier, consider their guide on creating Zaps for your connected apps. ​

Configure the Community Role you want to automate for.​

​

Step 1: Get an Automate URL from your community​

​

  1. Log in to your Community.
  2. Click on the Settings icon in the top left corner.
  3. In the Integrations tab, locate the “Automate Roles” option.
  4. Click the “Add Automation” button.
  5. In the drop-down, select the Role you want to automatically assign through Zapier. Untitled
  6. Selecting the role will reveal the API Token for role assignment for the chosen role. Untitled
  7. Copy the API token for later use.

Step 2: Use the Zap template​

​

  1. As soon as the role is selected (as shown above), the Stripe (payment gateway) template is also provided for each selection. Untitled
  2. Clicking the “Open Zapier” button directs you to the Stripe to Graphy Community Platform Zapier connection. Untitled
  3. To “Try this Zap”, a Zapier account is required. Check here.
  4. This will then open the template, which already has the Stripe app as a “Trigger” and the Graphy Community Platform app as an “Action”. Untitled
  5. The Zap can be configured in the right sidebar.

Configure the Trigger and Action for your Zap​

Step 1: Set up Stripe as the Trigger.​

  1. The event on the Stripe trigger will already be selected as New Payment. Untitled
  2. In the Account tab, click “Sign In” to authenticate your Stripe account. Untitled
  3. After your Stripe account is authenticated, click “Continue”.
  4. This will prompt you to test the connection. If you have previous payments in Stripe, you can select any one and Test it. Untitled

Step 2: Set up Graphy Community Platform as Action.​

  1. This will take you to the Actions section where you need to authenticate your Graphy Community Platform connection.
  2. The App - “Graphy Community Platform is already added, and for the Event - “Add User To Community” is already selected. Untitled
  3. In the Account tab, click “Sign in”. Untitled
  4. Signing in will reveal a field for adding the “API token” for the connection. Untitled
  5. Paste the API token you copied initially into this field. After continuing, your community will be authenticated for the selected role. Untitled
  6. In the Action tab, an “email” input field is displayed. This email will be the same email set during the payment process. The role will be assigned to this email only. Untitled
  7. To do this, locate and select the “Charge Billing Details Email” option from the drop-down. Untitled Untitled
  8. Click “Test step” and you will see the test success detail as shown below. Untitled
  9. Click “Publish” to publish your Zap. The role assignment upon receiving payments will now start automatically.

Key Points:​

  • The role you select will be assigned to the email used during payment.
  • If a user is already signed into your community with that email and makes a successful payment via Zapier, their new role will be immediately visible upon refreshing.
  • If the user hasn't signed up yet with that email and makes a successful payment via Zapier, they need to sign up to see their assigned role.
  • Besides Stripe, other payment gateways like Razorpay can be used to automate role assignment with payments. Simply create a new Zap, selecting the payment gateway as the Trigger and the Graphy Community Platform app as the Action.
  • Zapier automation isn't limited to this function. More triggers and actions will be added soon, expanding the potential for automating further activities within your community. ​ Best of Luck!!