How to Connect WithMe to Zapier
Want to automate your business and save time on manual tasks? WithMe + Zapier makes it easy to connect your WithMe account to thousands of other platforms — from email tools to CRMs to project management apps.
What is Zapier (and why should you care)?
Zapier is an automation tool that connects WithMe with the other apps you use daily. It helps you set up custom workflows — called “Zaps” — that run automatically in the background.
This means you can keep things moving even when you’re offline — helping you earn passive income and manage your business without constantly checking in. 🙌
Popular Ways Creators Use Zapier with WithMe:
Automatically send a welcome email (or email sequence) when someone makes a purchase
Add customers to your CRM (like HubSpot, Notion, or Airtable) after a sale
Add new clients to your task manager or onboarding flow
Keep your email list updated when someone subscribes or cancels a membership
How to Connect WithMe to Zapier (e.g. WithMe to Flodesk)
✅ Before you begin:
Zapier will run a quick test to make sure everything’s working.
To pass the test, make sure you have a recent customer (tip: download or buy one of your own products first). If no recent customer exists, Zapier will show "No customers found."
Step-by-Step Setup:
Go to Settings > Integrations inside your WithMe dashboard
Click the +Connect button under Zapier
You’ll be taken to the WithMe + Zapier integrations page
Choose WithMe as your trigger platform
Select a Trigger Event, then click Continue
New Customer → Triggered when someone makes a purchase
New Member → Triggered when someone joins a recurring membership
Canceled Member → Triggered when someone cancels their membership
Log into your WithMe account when prompted
Next, choose the platform you want to connect to (like Flodesk, Mailchimp, Notion, etc.) and follow the steps to complete the setup
Examples of Zaps Creators Love:
🆕 New Customer:
Add buyers to an email campaign in Flodesk, ConvertKit, Mailchimp, AWeber, etc.
Add new customers to a task list or client tracker in Trello, Airtable, or Notion
💳 New/Canceled Memberships:
When someone joins your membership, auto-add them to your exclusive email list
When someone cancels, Zapier can remove them so you stay organized and up to date