This guide walks you through adding a SureMembers action to a Zaplane workflow, so that whenever your trigger runs, Zaplane can automatically add or remove a user from a SureMembers access group. Make sure your workflow already has a trigger set up before starting these steps.
Step 1: Add an Action
On your workflow canvas, click the + icon next to your trigger to open the Add Action panel.
Step 2: Select the App
Click Apps to browse available apps, then search for and select SureMembers from the list.
Step 3: Choose the Action Type
Several action types are available for SureMembers. For this guide, select Add User To Access Group (or Remove User From Access Group if you want to remove access instead), then click Continue.
Step 4: Configure the Action
On the Configure tab, map User Email to the email field from your trigger’s sample data, and select the Group the user should be added to. Click Continue when done.
Step 5: Test the Action
On the Test tab, click Test Action to run the action with sample data and confirm it works as expected. Once the test succeeds, click Save.
Step 6: 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 anytime from the Logs.
Done!
Your Zaplane workflow is now connected to SureMembers. Every time the trigger runs, the user will be automatically added to (or removed from) the SureMembers access group.