How to Remove MemberVault User From Product via Google Sheets Row Using Pabbly Connect

Learn how to seamlessly remove MemberVault users from products using Google Sheets and Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of removing a MemberVault user from a product using Google Sheets, first access Pabbly Connect. Navigate to the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser’s address bar. If you are an existing user, simply sign in; otherwise, you can sign up in a few minutes.

Once logged in, you will reach the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button on the right side. A dialog box will appear asking you to name your workflow. Name it something descriptive, such as ‘Remove MemberVault User from Product via Google Sheets Row’, and click ‘Create’. This sets the stage for your integration process using Pabbly Connect.

2. Setting Up Google Sheets Trigger in Pabbly Connect

Next, you will set up the Google Sheets trigger within Pabbly Connect. Click on the trigger application and select Google Sheets. The trigger event will be ‘New or Updated Spreadsheet Row’. This means every time a row is updated or added in your Google Sheets, it will trigger the automation.

• Select ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Set up your Google Sheet with the necessary columns such as Name, Email Address, and Course Status.

After copying the webhook URL, go to your Google Sheets, navigate to Extensions > Add-ons > Get Add-ons, and search for Pabbly Connect Webhooks. Install this add-on to enable the integration. After installation, refresh your Google Sheets page to ensure the add-on is active and ready to use with Pabbly Connect.

3. Configuring the Webhook URL in Google Sheets

After refreshing the Google Sheets, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the webhook URL you copied earlier into the designated field. Specify the trigger column, which is the final data column; in this case, it is Column C.

Click ‘Submit’ to save the configuration. This ensures that every time data is updated in the specified column, Pabbly Connect will receive the necessary information to process your automation. You can send a test to confirm that the data is being sent correctly to Pabbly Connect.

4. Adding Filter Step in Pabbly Connect

Now that the Google Sheets trigger is set up, the next step is to add a filter in Pabbly Connect. This filter will ensure that the workflow continues only when the course status is marked as ‘Completed’. Click on the ‘+’ icon to add a filter and select the Course Status field.

• Choose the filter condition as ‘Equals’.
• Set the value to ‘Completed’ to trigger the next action.

Once the filter is successfully configured, it will allow the workflow to proceed only when the specified condition is met. This step is crucial for ensuring that users are removed from MemberVault only when their course status is completed, thereby streamlining the automation process with Pabbly Connect.

5. Removing User from MemberVault via Pabbly Connect

The final step in this integration is to set up the action to remove the user from MemberVault. Select MemberVault as the action application in Pabbly Connect and choose the action event as ‘Remove User from Product’. You will need to connect your MemberVault account by entering the API key and subdomain.

Once connected, map the email address and course ID fields from the previous steps to ensure the correct user is removed. Click on ‘Save and Send Test Request’ to execute the action. If successful, you will receive a confirmation message indicating that the user has been removed from the product in MemberVault.

Conclusion

In this tutorial, we demonstrated how to effectively remove a MemberVault user from a product using Google Sheets and Pabbly Connect. By following the outlined steps, you can automate this process efficiently, ensuring smooth workflow and user management.