This guide shows how to start a Zaplane workflow whenever something happens in GemBoards, such as a new project being created. Make sure the GemBoards plugin is installed and active on your site before you begin.
Step 1: Create a Workflow
Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow builder.
Step 2: Add the GemBoards Trigger
Click the Select an app trigger node on the canvas. In the Add Trigger panel, choose Apps, then select GemBoards from the app list and click Continue.
Step 3: Choose the Trigger Type
Open the Trigger Type dropdown and pick the event that should start your workflow. GemBoards offers several trigger types, such as project, board and column events. Here we use Project Created. Click Continue.
Step 4: Configure the Trigger
The Configure tab shows “No configuration required for this action.” Nothing to set up here, so click Continue.
Step 5: Test and Activate the Workflow
On the Test tab, click Test Trigger to check that Zaplane can receive GemBoards data, then click Save.
Your trigger node now shows Project Created. Make sure the workflow status is Active, then click Update in the top-right corner to save and activate the workflow.
Done!
GemBoards is now connected to Zaplane. From now on, every time a new project is created, your workflow runs automatically.