This guide walks you through adding a Typeform action to a Zaplane workflow, so that whenever your trigger runs, Zaplane can automatically create a new form. Typeform uses a personal access token instead of a one-click login, so this guide also covers generating that token and connecting your account. 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 Typeform 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 Typeform action.
Step 2: Get Your Typeform Personal Access Token
- In your Typeform account, click your profile icon in the top right, then select Account settings.
- Go to Personal tokens in the left menu, then click Generate a new token.
- Give the token a name, choose a scope (All scopes is simplest), then click Generate token.
- Copy the token. Typeform only shows it once, so keep it somewhere safe.
Step 3: Create the Connection in Zaplane
- Go to Zaplane > Connections, then click Create credential.
- Select Typeform from the app list.
- Paste your Personal Access Token, then click Save Connection.
Step 4: Add an Action
On your workflow canvas, click the + icon next to your trigger to open the Add Action panel.
Step 5: Select the App
Click Apps to browse available apps, then search for and select Typeform from the list.
Step 6: Choose the Action Type
Select Create Form as the Action Type. Under Select Connection, choose the Typeform connection you created in Step 2, then click Continue.
Step 7: Configure the Action
Back on the Configure tab, fill in the Form Title and select the Workspace the form should be created in. Click Continue when done.
Step 8: 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 9: 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 Typeform. Every time the trigger runs, a new form will be automatically created.