This guide shows how to add a Happy Forms action, such as Create Form, to your Zaplane workflow so forms are created automatically when something happens on your site. Make sure the Happy Forms plugin is installed and active before you begin.
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 Happy Forms 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 StoreEngine.
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 Happy Forms action.
Step 2: Add an Action
Click the + button next to your trigger node. In the Add Action panel, choose Apps.
Step 3: Select the Happy Forms App
Select Happy Forms from the app list and click Continue.
Step 4: Choose the Action Type
Open the Action Type dropdown and pick what Happy Forms should do. Happy Forms offers several actions, such as creating, updating, or deleting a form or a coupon. Here we use Create Form. Click Continue.
Step 5: Configure the Action
On the Configure tab, enter the Form Title (required). Then open the Status dropdown and choose Published or Draft. Click Continue.
Step 6: Test the Action
On the Test tab, click Test Action to check that the action works, then click Save.
Step 7: Update and Activate the Workflow
Your workflow now shows the trigger followed by the Create Form action. Make sure the status is Active, then click Update in the top-right corner to save and activate the workflow.
Every time your trigger fires, Zaplane now creates a form in Happy Forms automatically.
Done!
Happy Forms is now connected to your Zaplane workflow as an action.