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Zapier Use Cases: Selling via External Platforms

Grant Uscreen access automatically when customers purchase through WooCommerce, LeadPages, or Shopify

If you sell on an external platform, such as your own WordPress site or a landing page builder, you can use Zapier to automatically grant customers access to your Uscreen content the moment a purchase is made. No manual access management needed.

📝 NOTE: These use cases assume you've already connected Uscreen to Zapier and are familiar with the basics of building Zaps. If you're just getting started, see the guides below first.

🔗 Learn more about Zapier Integration


WooCommerce: Woo Addons

WooCommerce is a WordPress plugin that lets you sell products directly from your WordPress site. You can list your Uscreen subscriptions or bundles in WooCommerce and use Zapier to grant customers access to your content automatically when a purchase is made.

⚠️ WARNING: This is a workaround integration and requires ongoing manual management on your end, particularly for subscription cancellations. Review the tips at the end of this section before going live.

How It Works

WooCommerce handles the payment and recurring billing, while Uscreen provides the content access. Because billing happens outside of Uscreen, the two systems don't share subscription state, which means you'll need to manually revoke access in Uscreen when a customer cancels in WooCommerce.

Before You Start

  • Install the WooCommerce Zapier add-on on your WordPress site (paid, annual cost)

  • If you're offering subscriptions (recurring billing), also install WooCommerce Subscriptions (paid, annual cost)

  • In Uscreen, create a Bundle containing all the content you want to offer. Do not create a Subscription, as WooCommerce will handle the recurring charges

  • Set the bundle's visibility to Private so it doesn't appear publicly in your Uscreen storefront

  • Name the bundle in Uscreen exactly the same as the product in WooCommerce. This is required for the Zap filter to work correctly

📝 NOTE: You'll need to create a separate Zap for each subscription or bundle you're offering.

How to Set It Up

  1. In Zapier, create a new Zap and select WooCommerce as the trigger app

  2. Set the trigger event to New Order (or New Subscription if using WooCommerce Subscriptions) and follow the steps to connect your WooCommerce site via Webhook

  3. Add a Filter step, and set the condition to Line Items Name (Text) Contains and enter the exact name of the product. This ensures the Zap only fires for the correct product and not other items in the same checkout

  4. Add Uscreen as the action app and select Assign User Access as the action event

  5. Under the Configure step, map the following fields from the WooCommerce order:

    • Email: Map the customer's email from the WooCommerce order. This is required, and without it, access won't be assigned

    • First Name/Last Name: Map the name variables, with a space between them, to ensure the customer's full name is stored in Uscreen

    • Password: Set a temporary password. We recommend combining a static word like "TempPassword" with the customer's first name variable so each customer receives a unique password

    • Bundle: Select the Uscreen bundle you want to grant access to

    • Charge Subscriptions Outside of Uscreen: Set to True to let Uscreen know that billing is being handled externally. This disables billing, subscription management, and invoicing through the Uscreen dashboard for these customers

  6. Turn on your Zap and test with a real or test order

📝 NOTE: A login email with the customer's password is only sent if the customer doesn't already exist in Uscreen. Existing customers will receive access silently.

Tips

  • Set expectations in your confirmation email. In WooCommerce, customize the purchase confirmation or thank-you page to include a note such as: "Access to your content will arrive in a separate email shortly."

  • Use (Text) Contains, not (Text) Exactly Matches. If a customer purchases multiple products in the same checkout, the Line Items Name field will include all of them. Using Contains ensures the filter still catches the right product.

  • Manage cancellations manually. Set up a WooCommerce cancellation notification email to yourself. When a subscription is cancelled in WooCommerce, go to that customer's profile in Uscreen and remove their bundle access manually; otherwise, they'll retain access indefinitely.


LeadPages: Stripe + Zapier

LeadPages is a landing page builder that integrates with Stripe for one-time payments. You can use it to sell Uscreen bundles by connecting Stripe purchases to Uscreen via Zapier.

📝 NOTE: LeadPages only supports one-time purchases, and it does not support recurring subscription billing. This setup works for bundles only, not subscriptions.

How It Works

LeadPages connects to your Stripe account and lets customers purchase products you've created in Stripe. When a purchase is made, Zapier detects the new Stripe invoice and assigns the customer access to the matching bundle in Uscreen.

Before You Start

  • Create your bundles as Products in Stripe (under Orders > Products). LeadPages cannot create its own products and uses Stripe products directly

  • Name the products in Stripe exactly the same as the bundles in Uscreen. A mismatch will cause the Zap to fail

  • In LeadPages, create a page with a Checkout form and connect it to your Stripe account. Your Stripe products will appear in the checkout editor

  • Publish your LeadPages form before setting up the Zap

How to Set It Up

  1. In Zapier, create a new Zap and select Stripe as the trigger app

  2. Set the trigger event to New Invoice and connect your Stripe account. Use a real test purchase (even $1.00) to pull in sample data for mapping

  3. Add Uscreen as the action app and select Assign User Access as the action event

  4. Under the Configure step, map the following fields from the WooCommerce order:

    • Email: Map the customer's email from the Stripe invoice

    • First Name/Last Name: Map the name fields from the Stripe invoice data

    • Password: Add a random variable at the end (e.g., a Stripe order ID field) so each customer receives a unique password. A password email is only sent if the customer doesn't already exist in Uscreen

    • Bundle: Select the Uscreen bundle you want to grant access to

    • Charge Subscriptions Outside of Uscreen: Set to True to let Uscreen know that billing is being handled externally. This disables billing, subscription management, and invoicing through the Uscreen dashboard for these customers

  5. Turn on your Zap and verify the setup by checking the newly created user under People in Uscreen and confirming they have the correct bundle access


Shopify: Physical Product + Digital Access

Shopify lets you sell subscriptions and bundles directly from your Shopify store. When a purchase is made, Zapier can automatically grant the customer access to the matching content in Uscreen and email them their login details.

If you're selling a physical media product, such as a DVD or USB drive, you can pair it with digital access in Uscreen at the same time. The setup is identical, with one addition: configure the product in Shopify as a physical product that requires shipping, then customize your confirmation message to set expectations for the customer.

⚠️ WARNING: This is a workaround integration and requires ongoing manual management on your end, particularly for subscription cancellations. Review the tips at the end of this section before going live.

How It Works

Shopify handles the payment and recurring billing, while Uscreen provides the content access. Because billing happens outside of Uscreen, the two systems don't share subscription state, which means you'll need to manually revoke access in Uscreen when a customer cancels in Shopify.

Before You Start

  • Shopify is a Premium integration in Zapier, requiring a paid Zapier plan

  • If you're offering subscriptions, install a subscription add-on from the Shopify App Store. Once installed, your product pages will include subscription options

  • In Uscreen, create a Bundle containing all the content you want to offer. Do not create a Subscription, since Shopify will handle the recurring charges

  • Name the bundle in Uscreen exactly the same as the product in Shopify. This is required for the Zap filter to work correctly

  • You'll need to create a separate Zap for each subscription or bundle you're offering

How to Set It Up

  1. In Zapier, create a new Zap and select Shopify as the trigger app

  2. Set the trigger event to New Paid Order

  3. Under Customize Paid Order, set the Payment Status to Paid, as this ensures the Zap only fires for completed payments

  4. Add a Filter step and set the condition to Line Items Name (Text) Contains, and enter the exact name of the product in Shopify. This ensures the Zap only fires for the correct product and not other items in the same checkout

  5. Add Uscreen as the action app and select Assign User Access as the action event

  6. Under the Configure step, map the following fields from the WooCommerce order:

    • Email: Map the customer's email from the Shopify order. This is required, and without it, access won't be assigned

    • First Name/Last Name: Map the name variables, with a space between them, to ensure the customer's full name is stored in Uscreen

    • Password: Set a temporary password. We recommend combining a static word like "TempPassword" with the customer's first name variable so each customer receives a unique password. A login email is only sent if the customer doesn't already exist in Uscreen

    • Bundle: Select the Uscreen bundle you want to grant access to

    • Charge Subscriptions Outside of Uscreen: Set to True if you want Shopify to handle billing externally. This disables billing, subscription management, and invoicing through the Uscreen dashboard for these customers. Set to False if you want Uscreen to handle invoicing for the assigned offer going forward.

  7. Turn on your Zap and test with a real or test order

💡 TIP: For physical + digital bundles, customize your Shopify confirmation email or thank-you page to include a message such as: "An email with access to the digital version of your product is on its way. You'll receive a separate shipping notification once your order has been dispatched."

Tips

  • Set expectations in your confirmation email. For digital-only purchases, add a note such as: "Access to your content will arrive in a separate email shortly."

  • Use (Text) Contains, not (Text) Exactly Matches. If a customer purchases multiple products in the same checkout, the Line Items Name field will include all of them. Using Contains ensures the filter still catches the right product.

  • Manage cancellations manually. Set up a Shopify cancellation notification email to yourself. When a subscription is cancelled in Shopify, go to that customer's profile in Uscreen and remove their bundle access manually; otherwise, they'll retain access indefinitely.


FAQs

Do I need a paid Zapier plan for these use cases?

Yes. All three setups involve multi-step Zaps (trigger + filter + action), which require a paid Zapier plan.

Why isn't my Zap granting access after a purchase?

The most common cause is a missing or incorrect email mapping in the Uscreen action step. The customer's email field must be mapped from the external platform's order data. Also, check that the bundle or product names match exactly between platforms, and review the Zap's task history in Zapier for specific error details.

Can I offer subscriptions through WooCommerce or LeadPages?

With WooCommerce, yes, but billing is handled entirely by WooCommerce, and you'll need to manage cancellations and access removal in Uscreen manually. LeadPages does not support recurring billing, so it can only be used for one-time bundle purchases.

What happens if the customer already has a Uscreen account?

The Zap will still assign access to the bundle or content. A login email with a password is only sent for new accounts, while existing customers won't receive a duplicate password email.

How do I handle a cancellation from WooCommerce or LeadPages?

Neither platform can automatically revoke access in Uscreen when a customer cancels. You'll need to monitor cancellations manually (via a WooCommerce cancellation notification or Stripe webhook) and remove bundle access from the customer's profile in Uscreen.

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