How to Grant SureMembers Memberships on SureForms Payment

The SureForms integration lets you automatically grant a SureMembers membership the moment a payment through SureForms is completed. If the subscription is cancelled or the payment is fully refunded, the membership is revoked as well. This means you no longer have to manually track payments and update access; SureMembers handles it for you.

Applies to: SureMembers Core 1.4.0 and above.

Before You Begin

• SureForms plugin must be installed and active.
• You need a SureForms form that includes a Payment block.

Steps

Step 1: Enable the Integration

1. Go to SureForms > Settings > Integrations.
2. Click Add Integrations.
3. Search for SureMembers and select it.
4. Enable the option “Grant SureMembers memberships when a SureForms payment completes, and revoke them on cancellation or refund.”
5. Click Save Changes.

Step 2: Set Up the Workflow on Your Form

1. Open the SureForms form that has a Payment block.
2. Click Form Settings in the top menu bar.
3. Select Integrations. The Form Behavior popup opens.
4. Click + Add Integrations.
5. Select SureMembers from the flyout menu that appears.

Step 3: Configure the Workflow

1. Enter a Workflow Name (for example, “Course Name – Grant Access”).
2. Select Grant Access under Select Action.
3. Click Continue.
4. Under the Configure tab, select the Membership(s) you want to grant.
5. Optionally, turn on Add Trigger Conditions if you want the workflow to run only when specific form field conditions are met.
6. Click Continue.

Step 4: Test and Save

1. Click Test Workflow.
2. You’ll see a success message confirming the workflow is working correctly.
3. Click Save Changes.

What You’ll See

Once saved, your workflow appears under Form Settings > Integrations, along with its status, run count, and the date it was created. You can toggle it on or off, edit it, duplicate it, or delete it from this screen at any time.

That’s it. Your SureForms payment form is now connected to SureMembers, and access will be granted or revoked automatically based on the payment status.

If you have any questions or need further help, feel free to reach out to our support team. We’re always happy to help!