Every organization is different, with different requirements and workflows. For example, one organization might need daily synchronization with QuickBooks Online, and another might want to automatically copy new events to their Facebook page.
Wild Apricot cannot anticipate and implement every possible scenario, but we can provide the tools that allow you to build your own automated workflows. Using them, you can automate repetitive manual processes involving Wild Apricot and other software.
To provide these tools, we have added a Wild Apricot module to Integromat, an integration and automation platform. Within our Integromat module, we provide templates that you can use to build and run your own automated integration scenarios.
Using Integromat's drag-and-drop interface, clients (and partners) can harness the power of Wild Apricot's API without having to understand or write code.
For more ideas of what you can do with Integromat, see this blog post.
The following steps are involved in using the Wild Apricot module in Integromat.
These steps are described in detail below.
To set up an Integromat account, go to integromat.com and click the Sign up button. You can sign up for free or choose any of the paid plans. The Free plan allows you up to 1,000 operations a month. The Basic plan ($9 USD/month) allows a maximum of 10,000 operations per month.
For more information on Integromat plans, click here.
To authorize Integromat as an external application within Wild Apricot, follow these steps:
Now that you have an Integromat account and a Wild Apricot API key, you can start customizing and running the templates we've set up in Integromat. These templates perform commonly requested processes, such as sending members messages on their birthdays. You can customize these templates or run them as is.
To run or customize a Wild Apricot template in Integromat, follow these steps: