This guide shows you how to start an automation in Zaplane every time someone submits a Gutena Forms form on your WordPress site. It takes about two minutes and needs no code.
Before you begin: make sure both the Zaplane and Gutena Forms plugins are installed and active, and that you have at least one published Gutena form (for example, a Contact Form).
Step 1: Create a new workflow
In your WordPress dashboard, go to Zaplane → Workflows, then click the blue Create Workflow button in the top-right corner.
Step 2: Add a trigger
Inside the workflow editor, click the Select an app trigger card. The Add Trigger panel opens on the right. Choose Apps and click Continue.
Step 3: Choose Gutena Forms
Scroll through the app list, select Gutena Forms, and click Continue.
Step 4: Select the trigger type
Open the Trigger Type dropdown and pick Form Submitted. Click Continue.
Other available trigger types are Form Created, Form Updated and Form Deleted.
Step 5: Configure the form
On the Configure tab, open the Form dropdown and choose which form should start this workflow:
Then click Continue.
Step 6: Test the trigger
Open the Test tab and click Test Trigger. Then submit your form once on the front end of your site so Zaplane can capture sample data. When the test succeeds, click Save.
Step 7: Save and activate your workflow
Your trigger now shows as Form Submitted (gutena forms). Make sure the status is Active, then click Update in the top-right corner to save your workflow. You can also use Test Flow Once to run the whole workflow manually.
What’s next?
Click the + button next to your trigger to add actions, such as sending an email, adding a row to Google Sheets, or notifying your team. Form field values from the submission are available to use in every following step.