[PAID] - Setting up USER access via Zapier

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Amber Khanna seeks help setting up user access in Discourse via Zapier, triggered by users being added to lists in ActiveCampaign. She wants users assigned to specific groups (A–F) to see only authorized categories, with content hidden if access is denied. She also needs a zap to revoke access upon payment failure. Amber is new to Discourse, prefers video instructions, and is willing to pay via PayPal—but needs this done urgently before her trial ends. pfaffman notes Zapier lacks a direct action to add users to Discourse groups, suggesting Enterprise/self-hosting with a custom plugin. fzngagan points to using Zapier’s HTTP requests to interact with Discourse’s API, referencing a guide. Ultimately, Amber cancels her trial, citing lack of time to learn Discourse despite its strengths, and ends the request.

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What would you like done?

I am setting up a private community.

I am after setting up USER access via Zapier based on ADDED TO LIST in ActiveCampaign.

  • I can have users tagged or added to a list (group) in ActiveCampaign (AC).
    • AC is already connected with my Zapier account.
  • I have 6 levels (groups) of users.
    • Group A, B, C… etc.
    • And I wish to give them access to specific categories based on the group/level they belong to.
    • If a group (trust level) does not have access to a category, I would prefer that they do not see any posts from that category. Or that category is hidden. However, if we cannot hide those categories completely, I don’t want them to see the content in those categories.
  • Trigger : When a new contact is added to Group A in AC (or added to a list in AC) ==>> Zapier to give Access (i.e. send invite email) to add a user to a specific group.
  • So when they log in, they only see the categories they are authorised to see.
  • I have certain subscriptions & products with payment plans as well.
  • I would need to set up another trigger (zap) to revoke/suspend access when payment is declined or cancelled.

I don’t expect you to set up zaps in zapier or set up my categories.

I am after some video instructions showing me how to do this step by step.

  • What do I need to do in discourse, or what settings do I have to have to categorise users in discourse.
  • And how to set up the zap in Zapier. I have been using Napier for a while, but I still cannot figure out what needs to be done in discourse.
  • And if I get stuck, you can at least respond to my query so I can get this up and running.

I have never used Discourse, and I would appreciate this help.

Please let me know how much would you like to charge, and I can pay you via PayPal.

When do you need it done?

I need to get this down ASAP because my trial is about to end. And unless I am sure that this can be done, I cannot signup for a paid plan.

What is your budget, in $ USD, that you can offer for this task?

I am not sure how much would something link this costs, but please let me know what you would like to charge.

2

At first glance, anyway, I don’t see a zap to add a user to a group. You might need another tool to make that happen. If you’re committed to ActiveCampaign then you might need to move to Enterprise or self-host with a custom plugin.

The other parts of your issue, wanting members of groups to have access to categories is described at How to set / configure private / closed group access, membership and visibility

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Its possible to make arbitary API requests as demonstrated in this topic: Make requests to the Discourse API with Zapier

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Discourse is really good and I have spent almost a month testing various other solutions. However, it is beyond my skill level to create, manage or maintain. So I have cancelled my trial.

I don’t have the time to sit and go through another learning curve.

Regards
Amber Khanna
Development Director
https://leaddeveloper.io/

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