How to connect GravityView with Paid Memberships Pro: Step-by-step guide

Paid Memberships Pro (PMPro) is a leading WordPress plugin for managing memberships, subscriptions, and gated content. If you’re using GravityView to power web applications on WordPress, connecting it to Paid Memberships Pro allows you to control access, manage members, and monetize your content with ease.

In this post, I’ll show you how to register a new member in Paid Memberships Pro when an entry is approved in GravityView using Uncanny Automator—no code required. Let’s get started!

What you’ll need

Here are the plugins you’ll need to connect GravityView with Paid Memberships Pro:

• Gravity Forms
• GravityView
• Paid Memberships Pro (free or paid version)
• Uncanny Automator Pro (while Uncanny Automator has a free version, you’ll need the Pro version for the PMPro integration)

What is Uncanny Automator?

Uncanny Automator is a popular automation plugin for WordPress that enables you to connect different plugins and apps without having to write code!

Each automation—called a “recipe”—starts with one or more triggers (such as a form submission or user action) and ends with one or more actions (like sending an email, enrolling a user, or updating a record in another service). This simple “when this happens, do that” structure makes it easy to automate tasks across your site without writing a single line of code.

Uncanny Automator supports the following triggers for GravityView:

• Entry is approved
• Entry is rejected

For Paid Memberships Pro, it supports the following actions:

• Add the user to a membership level
• Remove the user from a membership level

For this example, we’re going to create a recipe that will register a new member in Paid Memberships Pro when an entry is approved in GravityView.

1. Set up your membership levels in Paid Memberships Pro

The first step is to create your membership levels. You can do this by hovering over “Memberships” in your WordPress admin menu and clicking “Settings”. From here, you can add one or more membership levels and customize their access to different content types.

1. Create a member registration form

The next step is to create a member registration form in Gravity Forms. This is how we will capture user details for registering them as members in Paid Memberships Pro. In our form, we’ll include fields for name, email address, username and display name. 

Feel free to add additional fields as required, including supported payment gateway fields if you’re creating a paid community.

As user registration happens through Uncanny Automator, we don’t need the Gravity Forms user registration add-on!

2. Create a new View for managing member registrations

The next step is to create a new View in GravityView. A View provides a way to interact with your Gravity Forms entries on the front end of your website. In this example, we’ll create a simple admin dashboard for managing member registrations. (Thanks to GravityView’s flexibility, you could just as easily create a member directory, database or any other app of your choice!).

First, we’ll add a new View, connect it to our Member registration form and select Table as the View type. Next, we’ll add the required fields and widgets. Most importantly, we’ll add the GravityView “Approve Entries” field (renamed below to “Approve member”).

This allows us to approve or reject entries directly from the front-end! And it’s this action that will kick off our automated workflow to determine whether a new user is registered on our site and assigned to a membership level via Paid Memberships Pro.

Now we’re ready to configure the automation.

3. Set up a new recipe in Uncanny Automator

The next step is to create a new recipe in Uncanny Automator. To do this, we’ll hover over “Automator” and click “Add new recipe”. After giving our recipe a name, we’ll choose GravityKit as our trigger integration.

For the specific trigger, we’ll select “An entry for a specific form is approved” and set the form to “Member registration”. 

Now that our trigger event is set up, we can add an action. For this, we’ll select the Paid Memberships Pro integration, and choose “Add the user to a membership level” as the action.

After that, we’ll select a specific membership level that the user should be assigned to. For this example, we’ll choose the “Pro member” level that we created in the first step.

Seeing as Paid Memberships Pro can only handle registered users, Uncanny Automator will prompt us to set the appropriate user data before saving the recipe. To do this, all we need to do is configure the user details by mapping them to fields in our Member registration form.

This will enable Uncanny Automator to create a new user account in WordPress when the form is submitted so they can be assigned a membership level in PMPro.

1. First name: The user’s first name as it will appear on their WordPress profile.
2. Last name: The user’s last name as it will appear on their WordPress profile.
3. Email: The user’s email address.
4. Username: The user’s username (once set it cannot be changed).
5. Display name: How the user’s name will appear in WordPress.
6. Password: This is not required. If it is not set, a temporary password will be used and the user will need to reset it before logging in for the first time.
7. Role: Choose the user’s WordPress user role.

Here’s what our final recipe looks like:

It’s important to know that you also have the option of applying filters to the action if you only want it to run when specific conditions are met. For example, you could add a filter to only upgrade a user’s level in PMPro when their email address matches a certain format. 

4. Test the connection

The final step is to test the connection to ensure everything is working as intended. To do this, we’ll head over to our member registration form and submit a test entry.

After that, we’ll open our View in GravityView and approve the new submission.

Now we can view the members list in PMPro to see if a new member has been added. As you can see, a new user has been created with the “Pro Member” membership level, indicating that our recipe is working correctly.

That’s it!

Connect your GravityView apps to PMPro

Connecting GravityView to Paid Memberships Pro enables you to create powerful automations for your membership sites. Whether you’re registering new members or changing their level of access, this is an integration worth exploring!

To learn more about integrating GravityView with other popular applications and WordPress plugins, check out more articles on our blog. Here’s a recent guide on connecting GravityView to BuddyPress.