Member365 and Salesflare

How to connect Member365

What you can automate

  • When new Contact in Member365, find or create contact in Salesflare.

About Member365

Member365 is an All-in-One Membership Management CRM software that can automate your membership renewals and payments.

Member365 operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Event Registration Paid — Triggers when an event registration's invoice is marked as paid, including free registrations (unless you set a minimum invoice amount). Unlike "Event Registration With Assigned Ticket", this only fires once payment is complete. Does not trigger for refunds or paid-to-unpaid changes.
  • Event Registration With Assigned Ticket — Triggers when an event registration is completed regardless of payment status. When a contact has an event ticket assigned to them this trigger will send the contact information and event registration details.
  • New Contact — Triggers when contact is created in Member365.
  • Transfer Ticket — Triggers when an existing event ticket is transferred. When an event ticket is transferred this trigger will update the registration to the new contact.
  • Withdraw Ticket — Triggers when an existing event ticket is withdrawn. When an event ticket is withdrawn this trigger will remove the registration from the contact.

Actions (1)

Things Salesflare can make it do

  • Mark Attendance — Marks Attendance on a Ticket in Events

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