With this guide, you will be able to trigger a variety of business actions immediately after a membership payment is taken, a membership is created, or a membership ends. We’ll do this using a combination of triggers and actions in Zapier.
Scenario - Creating Order Shipments
GOAL: To create an order shipment every time a membership payment is charged to a customer.
We need the following data points;
Customer
Name
Email
Phone
Payment Information
Status
Card Type
First 6
Last 4
Amount
Order ID
Payment ID
Membership Plan
Name
ID
Diagram
Data | Trigger / Action |
Customer Email | New Charge Trigger |
Customer Name | New Charge Trigger |
Customer Phone | New Charge Trigger |
Payment Status | New Charge Trigger |
Payment Amount | New Charge Trigger |
Payment ID | New Charge Trigger |
Order ID | New Charge Trigger |
Membership Plan Name | New Charge Trigger |
Membership Plan ID | New Charge Trigger |
Payment Card Type | Get Payment Method |
Payment Card First 6 | Get Payment Method |
Payment Card Last 4 | Get Payment Method |
Reacting to the Charge
For this we need the New Charge trigger. The New Charge trigger will fire whenever a payment is charged to a customer, including for memberships, recurring payments and one time payments.
This will give us the membership_id.
Getting the Payment Method
Next we need the Get Membership action which will return us the payment_method_id.
After this we will use the Get Payment Method action which will return the remainder of the data points we need.
Now that we have all the data points we need, we can use the Zapier Webhooks action to deliver this information to our order shipping service.
Creating the shipping order
I've chosen XPS as an example but the pattern will be the same for any company that offers an API.
Looking at the documentation, https://xpsshipper.com/restapi/docs/v1-ecommerce/endpoints/put-order/ the required fields are;
orderId - Use Order ID from the New Charge Trigger
orderDate - Use today's date
orderNumber - Use Order ID also
fulfillmentStatus - For this purpose "pending"
shippingService - For this purpose, can be "standard" or "expedited"
shippingTotal (field must be present but can be null)
weightUnit (field must be present but can be null)
dimUnit (field must be present but can be null)
dueByDate (field must be present but can be null)
orderGroup (field must be present but can be null)
sender.name
sender.address1
sender.city
sender.state
sender.zip
sender.country
receiver.name - Customer name
receiver.address1 - Customer address
receiver.city - Customer City
receiver.state - Customer State
receiver.zip - Customer ZIP
receiver.country - Customer Country
items (field must be present but can be null) - If helpful, provide the membership name here
packages (field must be present but can be null)
Example JSON
{
"orderId": "ORDER_ID",
"orderDate": "ORDER_DATE",
"orderNumber": "ORDER_NUMBER",
"fulfillmentStatus": "pending",
"shippingService": "Standard",
"shippingTotal": null,
"weightUnit": null,
"dimUnit": null,
"dueByDate": null,
"orderGroup": null,
"contentDescription": "MEMBERSHIP_PLAN_NAME",
"sender": {
"name": "SENDER_NAME",
"company": "SENDER_COMPANY",
"address1": "SENDER_ADDRESS_1",
"city": "SENDER_CITY",
"state": "SENDER_STATE",
"zip": "SENDER_ZIP",
"country": "SENDER_COUNTRY",
"phone": "SENDER_PHONE",
"email": "SENDER_EMAIL"
},
"receiver": {
"name": "RECEIVER_NAME",
"address1": "RECEIVER_ADDRESS",
"city": "RECEIVER_CITY",
"state": "RECEIVER_STATE",
"zip": "RECEIVER_ZIP",
"country": "RECEIVER_COUNTRY",
"phone": "RECEIVER_PHONE",
"email": "RECEIVER_EMAIL"
},
"items": [
{
"name": "MEMBERSHIP_NAME",
"sku": "MEMBERSHIP_PLAN_ID",
"qty": 1
}
],
"packages": null
}Note, authentication must be handled according to the documentation of the relevant platform and attached to the Webhooks request in your Zap.