What is Zapierâand why should you care?
Zapier is the no-code glue that lets Rally.Fan talk to 6,000+ other apps. With a few clicks you can chain âZapsâ together so every sale, sign-up, or membership event inside Rally.Fan triggers something magical elsewhereâwelcome emails, CRM updates, task boards, you name it. Translation: more passive revenue, less copy-pasting.
Popular ways creators use Rally.Fan + Zapier
Rally.Fan Trigger | Typical âZapâ Action | Result |
New Customer | Add subscriber to Flodesk sequence | Instant welcome email & upsell flow |
New Customer | Create row in Airtable base | One-click customer tracker |
New/Cancelled Membership | Tag member in ConvertKit | Automate perks or remove access |
New Customer | Send Slack DM to your VA | Real-time âcha-chingâ notification |
Feel free to swap in Mailchimp, Notion, Trello, Google SheetsâZapier supports almost everything.
How to connect Rally.Fan to Zapier
(Example: Rally.Fan â Flodesk)
Heads-up before you start
Zapier will ask for a âsampleâ purchase to test the connection. Make sure you (or a friend) have recently checked out through your Rally.Fan store; otherwise Zapier wonât find any data and the test will fail.
Open Rally.Fan
Go to Settings ⸠Integrations and hit + Connect next to Zapier.
Land on the Rally.Fan + Zapier page
Click Try It to launch the Zap template.
Choose Rally.Fan as the Trigger app
Pick a trigger:
New Customer â fires on every new sale (most common).
New Membership â fires when someone starts a recurring plan.
Cancelled Membership â fires when a member stops paying.
Connect your Rally.Fan account
Sign in if prompted, then grant Zapier permission.
Run Zapierâs test
Zapier fetches your most recent customer to prove the link works.
Choose your Action app (e.g., Flodesk)
Log in, pick the desired action (add to segment, start workflow, etc.), and map fields like Email and First Name.
Turn on your Zap
Flip the switch and watch the automation run in real time.
Repeat steps 3â7 for any additional workflowsâRally.Fan can power as many Zaps as you can dream up.
Creator-favourite Zap ideas
Trigger | Zap | Why Itâs Awesome |
New Customer | Add tag & start email sequence (Flodesk, ConvertKit, AWeber) | Hands-off onboarding + product upsell |
New Customer | Add card to Trello âFulfilmentâ list | Keeps your VAâs to-do board updated automatically |
New Membership | Grant access to Circle community | Instant gated-content delivery |
Cancelled Membership | Remove CRM tag & send exit survey | Learn why they left and win them back |
Need help?
If you hit any snagsâor just want inspiration for advanced automationsâshoot us a message inside Rally.Fan chat. Our team is happy to walk you through it or even record a loom video.
Happy automating!