A successful membership requires you to keep many plates spinning and gets harder as membership grows and operations scale.
Luckily, in the last few years a number of apps have matured that help solve a lot of these problems in innovative ways.
One such apps is Wild Apricot, which bills itself as a ‘web-based software for small associations and non-profits to help manage membership, website, events and other activities. It's powerful, easy-to-use and affordable’.
With a growing feature set and 7+ years of good reviews backing it up, it’s a clear choice if you’re struggling to keep on top of a growing membership in your organization. And making it an even more compelling choice is the fact that it can be connected with over 600+ other apps via Integromat.
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Getting setup is easy, and Wild Apricot has written up this guide to help you.
In a nutshell, you first need to sign up for Wild Apricot account. Then:
1. Hover over the Settings menu and select the Integration option. Within the integration settings, select the Authorized applications option.
2. On the Authorized applications screen, click the Authorize application button.
3. Choose the Server application option then click Continue.
4. Enter Integromat as the application name.
5. Copy the API key and save it somewhere. You'll be needing it when you start using Integromat.
6. Click the Full access option.
7. Click the Save button.
Wild Apricot’s Integromat integration is extensive - with dozens of trigger, search and action steps allowing for a myriad of interesting and useful workflows.
In general, most people will find Integromat if they need to sync their Wild Apricot data to other apps - for example CRMs, mailing software and invoicing apps. Here, automation will save you from hours of manual data entry and the potential for mistakes.
Here are some specific ideas suggested by Integromat:
Creates registrations in a Wild Apricot event based on the information in Google sheet.
To be run on demand, when you want to make a full copy of existing event including all event registrants.
When a new form is submitted in Airtable, Integromat will check whether the submitter's email address already exists in Wild Apricot account. If it does, the contact is updated and an e-mail to the customer is sent. If the email doesn't exist yet, a new contact is created and an email for new customers is sent to their email.
This template exports registrations from an event into Google sheet.
When a new donation is made in Wild Apricot, the event is created in Facebook Conversions API. Since it is not triggered instantly, the scenario is scheduled. Therefore all retrieved records are sent in array at once.
Hopefully we’ve given you plenty of ideas to get started. If you do get stuck, feel free to reach out to us for help building your Wild Apricot automations in Integromat.
Need the help of an automation expert? Contact us now.