This guide walks you through adding an Ultimate Member action to a Zaplane workflow, so that whenever your trigger runs, Zaplane can automatically change a user’s role. 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 Ultimate Member from the list.
Step 3: Choose the Action Type
Select Change User Role, then click Continue.
Step 4: Configure the Action
On the Configure tab, select the User whose role should change, and choose the new Role from the list. 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 Ultimate Member. Every time the trigger runs, the user’s role will be automatically updated.