Welcome to a practical Zapier tutorial! In this guide, you'll learn how to set up a Zap to automatically approve a user to your marketplace based on their User type.
By default, whenever you enable the "Approve users who want to join" setting, you need to approve each individual user manually from Console. However, sometimes you may want to approve one side of the marketplace automatically (for example, customers), while still reviewing the other side manually (for example, providers).
About Zapier
Zapier is a powerful and versatile tool for integrating different tools into your marketplace. You can learn more about Zapier in our introductory article or through this brief video from Zapier.
If you haven’t read the introduction and the action/event Zapier articles, we encourage you to do so to better understand how Zapier works. But if you want to dive straight into action, feel free to read on!
What you need for this tutorial
External accounts
Zapier Account
Create a Zapier account if you don’t already have one. You can sign up at www.zapier.com.
During registration, Zapier may ask which apps you plan to use. You can enter Sharetribe at this point or add it later.
How to set up your marketplace
Your marketplace must be configured in a certain way to support this Zap. Here is how you should set things up:
Recently created user
This will be used to test that Zap works correctly
If there haven't been recently created users, go ahead and sign up to your marketplace as one!
User approval setting enabled
This tutorial assumes that you have enabled the "Approve users who want to join" setting in Console.
With these pieces in place, let's get started!
Getting your Integration API key from Console
You'll need Integration API keys to connect your Sharetribe marketplace to Zapier.
Navigate to Build > Advanced > Applications.
Click on "+ Add a new application".
Give the application a descriptive name (like Zapier), and select "Integration API".
Click "Add application".
Important: Copy and paste the Client ID and Client secret to a safe place, like a password manager.
IMPORTANT: Think of the Client ID and Secret as a sort of a password to your marketplace that can be used to access your marketplace data through other services. Note that you won’t be able to ever see the Client secret to this application again in the Console under any circumstances. Make sure you copy it to a secure place. If you lose it, you will need to create a new application.
Creating the Zap, step by step
(Optional) Importing the Zap template
Go to www.zapier.com and log in with your account (or create a free one if you don't already have one).
Open the pre-made Zap for approving users based on their User type here.
Click on "Try this Zap."
Step 1: User signup
We start by using the a user signup as the event to trigger the Zap.
In the Setup section, select Sharetribe as the app
Select "User Events" as the Action event
Connect your Sharetribe account
Click Continue to move to the Configure section
Select "User created" as the Event type
Click Continue to move to the test section
Test this action to confirm that Zapier can find a newly signed up user on your marketplace.
Step 2: Filter by user type
In this step, we'll add a filter to include only users who belong to a certain User type to ensure that only those users get approved in the following step.
In the Setup section, select Filter by Zapier as the app
Click Continue to move to the Configure & test section
Select "User Profile Public Data User type" in the Only continue if field.
Select (Text) Exactly matches, and enter the User Type ID you have configured in Console for that specific User type.
Click continue.
Step 3: Approve user
In the Setup section, select Sharetribe as the app
Select "Approve user" as the Action event
Connect your Sharetribe account
Click Continue to move to the Configure section
Select "User ID" in the User ID field
Click Continue to move to the test section
Test this action to confirm that Zapier correctly approves the user who signed up
That’s it! From now on, Zapier will automatically approve any user belonging to the specified User type in the marketplace.
Final thoughts
Thanks for reading this tutorial about creating a Zap for approving users based on the User type.
You can learn more about the Sharetribe-Zapier integration or review all our Zapier templates for automating marketplace workflows.
Please get in touch with us from your Console or from the bottom right section of this page from the chat widget if you have any questions about this guide, or anything else. We'll be happy to help!