How to Connect Stan with Zapier

What is Zapier? Why Do You Need it?

Zapier is a tool that allows you to automatically integrate your Stan account into 1,000s of other tools. 

With Zapier, you're able to automate your business so that way you can continue to make passive income, no matter what time of day it is!

Common use cases for connecting Stan and Zapier:

  • Sending customers an automated email sequence once they purchase from you
  • Add customers into your CRM of choice after purchase
  • Add customers into your "to-do" workflows for client management

How To Connect Stan To Zapier 

(e.g. Stan to Flodesk)

Step-by-Step Setup

❗️Before getting started❗️

During the setup, Zapier will run a "test" to confirm the connection is working properly. 

The test will search for a recent customer who has purchased from you, be sure to purchase/ download your product first so that Zapier can pull your name and email when running a test.

If there are no recent customers, Zapier will say "No customers found".

1. Start in your Settings > Integrations tab and click on +Connect under Zapier.

2. This will take you to the Stan + Zapier integrations page 

3. Select Stan as your first platform.

5. Select a Trigger Event and click Continue.

  • New Customer (most common): Use this for all new customers who have signed up or purchased something from your Stan Store
  • New Member: Use this for any new recurring memberships
  • Canceled Member: Use this for when any recurring members cancel their subscription with you

6. Sign into your Stan Account, or if you've already signed in, select your Stan account.

8. Next, choose what platform you would like to connect to and follow the same steps!

A few common “Zaps” our Creators use:

New Customer

Email Automation: Add your New customers automatically to any Email Campaign inside Flodesk, Convertkit, Aweber, and more!

Client Management: Add your New customer's automatically to a customer tracking tool like Airtable, Notion or Trello

New/Cancelled Memberships

Membership Management: Whenever someone joins your membership, automatically add them to your exclusive email list like Flodesk, Mailchimp, etc)

  • Follow the same steps as above, except use the New Membership trigger when connecting to a recurring membership product inside Stan

Alternatively, automatically remove them when they cancel their subscription as well! This allows you to stay on top of your subscriptions.

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