Automate Member Management with Zapier Templates

Managing members is one of the most time‑consuming yet critical parts of running a community. From approving join requests to removing members whose subscriptions have expired, every step can create bottlenecks if handled manually. With Zapier, you can automate these workflows so members get a seamless experience while admins stay focused on higher‑value tasks. Whether it’s instantly notifying moderators of a join request, automatically inviting paying customers to exclusive spaces, or removing access when payments fail, these automations help you keep your community organized, secure, and welcoming.

How to Use:

  1. Browse the templates below.

  2. Copy the Zap link directly into your browser to add it to your Zapier account.

  3. Connect your Bettermode account and any other apps (e.g., Slack, Stripe, Airtable).

  4. Customize: set filters (e.g., specific email domains), choose spaces, and map fields.

  5. Test all the steps, then select publish Zap.

Templates in This Category

Key Features

  • Instant approvals workflow: notify admins in real time for join requests.

  • Payment-driven access control: auto-grant or remove space access based on billing status.

  • Rules-based onboarding: route members by email domain or profile fields.

  • CRM alignment: keep profiles and invites synced with Airtable or similar sources.

  • Audit trail: track removals and changes in a spreadsheet for accountability.

Benefits

  • Less manual work: approve, invite, and segment members automatically.

  • Fewer mistakes: keep sensitive/private spaces in sync with billing.

  • Faster response: see join requests immediately and act.

  • Cleaner data: consistent member records across tools.

Practical Use Cases

  • Grant access to a premium space right after a successful payment.

  • Remove access when a subscription is cancelled or fails.

  • Auto-add new company signups (e.g., @yourdomain.com) to the right spaces and give them the right roles/badges.

  • Maintain a churn log in Google Sheets to follow up with members who leave.

FAQs / Troubleshooting

Q: How do I avoid adding the wrong people to a private space?

A: Add a Filter step in Zapier (e.g., only continue if Email Domain = yourcompany.com) or map to a “Staging” space first.

Q: Payments succeeded, but access wasn’t granted.

A: Check the Zap’s Task History, make sure the member lookup is finding the right user, and confirm the Space ID/mapping is correct.

Q: We changed a space name, and the Zap broke.

A: Re-select the Space in the action step so Zapier refreshes its internal ID, then retest.

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