A step-by-step guide to triggering Zaplane workflows from SureMembers events.
This guide walks you through adding a SureMembers trigger to a Zaplane workflow, so your workflow runs automatically whenever a membership event happens on your site (for example, when a user is added to an access group). Before you start, make sure your SureMembers 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 SureMembers Trigger
- Inside the workflow editor, click Select an app under the Trigger box, then choose Apps.
- Search for and select SureMembers, then click Continue.
Step 3: Choose a Trigger Type
- On the Select tab, open the Trigger Type dropdown. SureMembers offers several trigger types, including:
- Choose the trigger type that matches what you want to automate (for example, “User Added To Access Group”), then click Continue.
Step 4: Configure the Trigger
- On the Configure tab, select the Group you want to watch (or choose “Any Group” to match every group), then click Continue.
Step 5: Test and Activate the Workflow
- On the Test tab, click Test Trigger to confirm it’s picking up the SureMembers event correctly, then click Save.
- Finally, toggle the workflow to Active and click Update to publish it.
You’re all set
SureMembers is now connected to Zaplane. Your workflow will run automatically every time the selected membership event occurs on your site.