Documentation Index
Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Integrations
Overview
MemberPulse integrates with leading platforms to streamline your operations, automate workflows, and keep your data synchronized across systems.Stripe
Payment processing, invoicing, and subscription management
Xero
Accounting synchronization and financial reporting
Salesforce
CRM synchronization for member and organization data
HubSpot
Marketing automation and contact management
WorkOS
Enterprise SSO, directory sync, and admin portal
Convex
Real-time backend for live updates and notifications
WordPress
Website integration with SEO features and shortcodes
REST API
Build custom integrations with our REST API
Integration Categories
Payments
Process payments, manage subscriptions, and handle invoicing through Stripe integration.| Feature | Description |
|---|---|
| Payment Processing | Accept credit cards, bank transfers, and digital wallets |
| Subscription Billing | Automated recurring payments for membership plans |
| Invoicing | Generate and send professional invoices |
| Refunds | Process refunds directly from MemberPulse |
Acceptance Criteria
Frontend
- Payments workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports Payments as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
Accounting
Keep your financial records in sync with Xero integration.| Feature | Description |
|---|---|
| Invoice Sync | Automatically push invoices to Xero |
| Contact Sync | Keep member records synchronized |
| Payment Reconciliation | Match payments with invoices |
| Revenue Recognition | Track unearned and earned revenue |
Acceptance Criteria
Frontend
- Accounting workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports Accounting as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
CRM
Synchronize member data with Salesforce or HubSpot for marketing and sales.| Feature | Description |
|---|---|
| Contact Sync | Bi-directional contact synchronization |
| Activity Tracking | Log member activities in CRM |
| Campaign Integration | Trigger campaigns based on member actions |
| Lead Scoring | Enrich leads with membership data |
Acceptance Criteria
Frontend
- CRM workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports CRM as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
Authentication
Enterprise authentication with WorkOS for SSO and directory sync.| Feature | Description |
|---|---|
| Single Sign-On | SAML and OIDC with 50+ identity providers |
| Directory Sync | SCIM-based user provisioning |
| Admin Portal | Self-service SSO configuration |
| Audit Logs | Enterprise compliance tracking |
Acceptance Criteria
Frontend
- Authentication workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports Authentication as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
Real-time Backend
Power live features with Convex integration.| Feature | Description |
|---|---|
| Live Notifications | Instant push notifications |
| Real-time Presence | See who’s online |
| File Storage | CDN-backed file uploads |
| Scheduled Jobs | Background task processing |
Acceptance Criteria
Frontend
- Real-time Backend workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports Real-time Backend as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
WordPress
Integrate MemberPulse with your WordPress website.| Feature | Description |
|---|---|
| Managed Plugin | Auto-updating WordPress plugin |
| SEO Features | Schema markup and meta tags |
| Shortcodes | Embed content with simple shortcodes |
| Widgets | Display directory, events, and jobs |
Acceptance Criteria
Frontend
- WordPress workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports WordPress as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
Developer
Build custom integrations with our REST API.| Feature | Description |
|---|---|
| REST API | Full CRUD access to all resources |
| Webhooks | Real-time event notifications |
| API Keys | Secure authentication |
| Rate Limiting | Fair usage policies |
Acceptance Criteria
Frontend
- Developer workflow is implemented in the UI as described.
Backend / API
- Backend behavior supports Developer as documented.
Permissions
- Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
- All business rules for this feature are enforced.
Error Handling
- Error states return clear messages and appropriate HTTP status codes.
Getting Started
- Navigate to Client Portal > Settings > Integrations
- Select the integration you want to configure
- Follow the setup instructions for each service
- Test the connection before enabling
Some integrations require administrator approval. Contact support if you need help with enterprise integrations.
Features
Integrations
Acceptance Criteria
Frontend
- UI provides configuration controls and status/health indicators for this integration.
Backend / API
- Integration can be connected, configured, and exercised end-to-end (auth + sync/webhooks).
Permissions
- Only
ROLE_CLIENT_ADMIN(or equivalent) can configure the integration.
Business Rules
- Data sync respects tenant isolation and mapping rules.
Error Handling
- Auth and sync failures are surfaced with actionable messages and retry behavior.