A step-by-step guide to triggering Zaplane workflows from SureMail events.
This guide walks you through adding a SureMail trigger to a Zaplane workflow, so your workflow runs automatically whenever an email event happens on your site (for example, when an email is sent successfully). Before you start, make sure your SureMail connection is set up under Zaplane > Connections. 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 SureMail Trigger
- Inside the workflow editor, click Select an app under the Trigger box, then choose Apps.
- Search for and select SureMail, then click Continue.Â
Step 3: Choose a Trigger Type
- On the Select tab, open the Trigger Type dropdown and choose the event you want (for example, “Email Sent Successfully”), then click Continue.
Step 4: Configure the Trigger
- On the Configure tab, complete any fields shown for the selected trigger. Some triggers, like Email Sent Successfully, need no extra setup and simply display “No configuration required for this action.” Click Continue.
Step 5: Test and Activate the Workflow
- On the Test tab, click Test Trigger to confirm it’s picking up the SureMail event correctly, then click Save.
- Finally, toggle the workflow to Active and click Update to publish it.Â
You’re all set
SureMail is now connected to Zaplane. Your workflow will run automatically every time the selected email event occurs on your site.