Purpose
1.2. Ensure automated delivery of member credentials and information, reducing manual work.
1.3. Facilitate instant, automated card distribution upon registration or payment confirmation.
1.4. Automate member data integration to digital wallets (e.g., Apple Wallet, Google Pay).
1.5. Enable automating compliance, tracking, renewal, and member identity verification workflows.
Trigger Conditions
2.2. Member completes payment or subscription confirmation step.
2.3. Manual initiation by staff through CRM for on-site registrations.
2.4. Automated batch onboarding for group memberships imported from spreadsheets or partner platforms.
2.5. Triggered when member profile fields are updated with eligibility completed.
Platform variants
3.1. Twilio
• Feature: Programmable Messaging API
• Setting: Automate SMS link delivery to digital card upon registration event
3.2. SendGrid
• Feature: Dynamic Templates API
• Setting: Automate email with card link/attachment upon payment confirmation
3.3. Microsoft Power Automate
• Trigger: SharePoint Form Submission
• Action: Automatedly generate and email card file
3.4. Salesforce
• API: REST Lightning Flow
• Action: Automate digital card creation from lead conversion
3.5. Zapier
• Integration: Webhooks + Google Sheets
• Action: Automate card dispatch when new row added
3.6. HubSpot
• Function: Workflow Automation
• Setting: Automate card issuance using "Deal stage changed" trigger
3.7. Apple Wallet PassKit
• API: Pass Creation
• Action: Automatedly generate and send Apple Wallet pass
3.8. Google Pay
• API: Save to Google Pay Issuer API
• Setting: Automate creation and push of member card
3.9. Adobe Sign
• Trigger: Signed Document Event API
• Action: Automate member card generation post-agreement
3.10. DocuSign
• API: Envelope Completed Callback
• Action: Automate delivery of digital card on document completion
3.11. Stripe
• Event: Successful Payment
• Action: Automate card creation and send via API or email
3.12. Google Forms
• Trigger: Form Submission
• Action: Automate card generation using Apps Script
3.13. JotForm
• Integration: Webhook
• Action: Automate data flow to card generation system
3.14. Memberstack
• Hook: Signup Complete Event
• Action: Automated digital card generation
3.15. WooCommerce
• Hook: Order Completed
• Action: Automate card sending to new member
3.16. Shopify
• Trigger: New Customer Created
• Action: Automate sending digital membership card
3.17. Mailchimp
• Campaign Trigger: New List Signup
• Action: Automated email campaign with card attached
3.18. Slack
• Trigger: Slash Command or App Event
• Action: Automate card link message to user
3.19. ActiveCampaign
• Automation: Contact Added to List
• Action: Automate digital card email workflow
3.20. Typeform
• Webhook Integration
• Action: Automate card delivery when form completed
Benefits
4.2. Automation supports instant member access and improved satisfaction.
4.3. Reduces administrative errors via step-based automator flows.
4.4. Enables automated multi-platform distribution and omni-channel communications.
4.5. Facilitates automating compliance and secure member management.
4.6. Realtime automating ensures scalable onboarding for aquatics and multi-sport centres.