A step-by-step guide to triggering Zaplane workflows from Ultimate Member events.
This guide walks you through adding an Ultimate Member trigger to a Zaplane workflow, so your workflow runs automatically whenever a member event happens on your site (for example, when a user’s role changes). Before you start, make sure your Ultimate Member 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 an Ultimate Member Trigger
- Inside the workflow editor, click Select an app under the Trigger box, then choose Apps.
- Search for and select Ultimate Member, then click Continue.Â
Step 3: Choose a Trigger Type
- On the Select tab, open the Trigger Type dropdown. Ultimate Member offers several trigger types, including:
- Choose the trigger type that matches what you want to automate (for example, “Change User Role”), then click Continue.
Step 4: Configure the Trigger
- On the Configure tab, complete any fields shown for the selected trigger. Some triggers, like Change User Role, 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 Ultimate Member event correctly, then click Save.
- Finally, toggle the workflow to Active and click Update to publish it.Â
You’re all set
Ultimate Member is now connected to Zaplane. Your workflow will run automatically every time the selected member event occurs on your site.