A step-by-step guide to triggering Zaplane workflows when a tag is added to a contact in FluentCRM.
This guide walks you through adding a FluentCRM trigger to a Zaplane workflow, so your workflow runs automatically whenever a specific tag is added to a contact. Let’s go through the process step by step.
Step 1: Create a Workflow
- Go to Zaplane > Workflows, then click Create Workflow.
Step 2: Add a FluentCRM Trigger
- Inside the workflow editor, click Select an app under the Trigger box, then choose Apps.
- Search for and select FluentCRM, then click Continue.Â
Step 3: Choose the Trigger Type
- On the Select tab, open the Trigger Type dropdown and choose Tag Added To Contact, then click Continue.
Step 4: Configure the Trigger
- On the Configure tab, select the Tag you want to watch for (or choose “Any Tag” to match every tag), then click Continue.
Step 5: Test and Activate the Workflow
- On the Test tab, Zaplane starts listening for the trigger. Go add the selected tag to a contact in FluentCRM — the captured data will appear below once it’s picked up. Then click Save.
- Finally, toggle the workflow to Active and click Update to publish it.Â
You’re all set
FluentCRM is now connected to Zaplane. Your workflow will run automatically every time the selected tag is added to a contact.