This guide walks you through adding a GemCRM action to a Zaplane workflow, so that whenever your trigger runs, Zaplane can automatically apply a tag to a contact in GemCRM. Make sure your workflow already has a trigger set up before starting these steps.
Step 1: Create a Workflow
Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.
Before adding a GemCRM action, you need to set up a trigger first. Here is how to do it quickly:
- Click Select an app under the Trigger box, then choose Apps.
- Search for and select your trigger app — in this example, we are using aBlocks Contact Form.
- Choose the Trigger Type that matches the event you want to watch for, then click Continue.
- On the Configure tab, set up any required options, then click Continue.
- On the Test tab, click Test Trigger to confirm it is working correctly, then click Save.
Once your trigger is saved, proceed to the next step to add the GemCRM action.
Step 2: Add an Action
On your workflow canvas, click the + icon next to your trigger to open the Add Action panel.
Step 3: Select the App
Click Apps to browse available apps, then search for and select GemCRM from the list.
Step 4: Choose the Action Type
Several action types are available for GemCRM. For this guide, select Apply Tag To Contact, then click Continue.
Step 5: Configure the Action
On the Configure tab, enter the Contact ID of the contact you want to tag, then choose the Tag you want to apply from the list. Click Continue when done.
Step 6: Test the Action
On the Test tab, click Test Action to run the action with sample data. You’ll see the Input and Output for the run, confirming the tag was applied successfully. Once you’re satisfied, click Save.
Step 7: Update and Activate the Workflow
Back on the workflow canvas, click Update to save your changes, and make sure the workflow status is set to Active. You can view execution results at any time in the Logs.
Done!
Your Zaplane workflow is now connected to GemCRM. Every time the trigger runs, the selected contact will be automatically tagged.