Prerequisites:
- Access to API and Zapier (Premium and Enterprise Accounts)
- Premium Zapier Account
- 'Member ID' of the inviting manager
* This is an advanced integration that will be using code provided through the Mobilize API. If you have any questions, please contact support@mobilize.io to answer any questions.
Locating the 'Member ID' for the group manager
1. Group invite emails can only be sent by a manager from the group. To get this number, you will need to export the member list for the group.
2. Once exported, open the file and search for the name or email of the group manager who will be listed as the sender for the email invitations.
3. Locate the ID collumn ( this sould be in collumn A). We will use this number in step 11 below.
1.
Set up and test your 'Add Member in Mobilize' Step
2.
Click on Add Step Button
3.
Search for "Webhooks by Zapier"
4.
Select on Webhooks by Zapier…
5.
Click on 'Choose an Event'
6.
Click on 'Custom Request'
7.
Click Continue
8.
For the 'Method Field', Select 'Post'
9.
Click on option
10.
Paste [https://api.mobilize.io/v1/groups/*[group_ID]*/members/invite?] into the URL field
groups
11.
Paste "{ "sender_id":[insert member ID of group manager], "recipients_ids":[Member ID] }" into text box labeled Data.
*Insert the ID of the group manager that was located above.
We will use a shortcut to automatically insert the Member ID into this field in the next step
12.
Click on "recipients_ids":[]
13.
Click on 2. Add Member in Mobilize
14.
Click on Show all options
15.
Click on ID'
16.
Click on Basic Auth
17.
Paste in your API key and Secret with no spaces between them. Only insert the pipe character: | as the spacer between the kep and the secret.
For information on how to get your API keys, visit our help center https://support.mobilize.io/hc/en-us/articles/360037965751-How-to-get-my-API-and-Secret-keys
18.
Under Headers, enter 'Content-Type' in the first box followed by 'application/json' in the second box
